机构称AI应用仍具备较大成长空间，关注港股通互联网ETF易方达(513040)、恒生科技ETF易方达(513010)等产品投资价值

Group 1 - The core viewpoint of the news highlights the divergence in the Hong Kong stock market, with consumer concepts showing strength while AI application sectors continue to adjust [1] - The CSI Hong Kong Stock Connect Consumer Theme Index rose by 1.7%, while the CSI Hong Kong Stock Connect Pharmaceutical and Health Index fell by 0.9%, the CSI Hong Kong Stock Connect Internet Index decreased by 1.0%, the Hang Seng Technology Index dropped by 1.2%, and the Hang Seng Hong Kong Stock Connect New Economy Index declined by 1.5% [1] - There has been a continuous inflow of funds, with the Hong Kong Stock Connect Internet ETF (513040) and the Hang Seng Technology ETF (513010) both receiving over 1 billion yuan in net inflows this year [1] Group 2 - According to CITIC Securities, the AI application sector is expected to be a main focus starting in early 2026, with multiple catalysts for AI applications anticipated in the future [1] - AI is gradually penetrating daily life through various hardware, including automobiles, robots, smart glasses, smart home devices, and wearables like smart rings and headphones [1] - On the software side, the upgrade in model inference capabilities is accelerating the deployment of enterprise-level Agentic AI, indicating significant growth potential for AI applications in China [1]