ETF盘中资讯｜南向资金超百亿涌入，扫货阿里、腾讯！AI应用商业化提速，港股互联网ETF（513770）份额突破259亿份新高

Core Viewpoint - The Hong Kong stock market shows a mixed performance among major internet companies, with significant inflows into the Hong Kong Internet ETF, indicating strong investor interest in AI-related assets and applications [1][2]. Group 1: Market Performance - On January 22, the Hong Kong stock market opened higher, with Alibaba-W and Bilibili-W rising over 1%, while Meituan-W, Tencent Holdings, and Kuaishou-W experienced slight declines [1]. - The Hong Kong Internet ETF (513770) saw a net inflow of 1.361 billion yuan over the past 20 days, reaching a record high of 25.904 billion shares [1]. - Southbound funds recorded a net inflow of over 13.9 billion HKD on January 21, marking the second instance this year of exceeding 10 billion HKD in net inflows, with Alibaba-W receiving a significant net purchase of 1.078 billion HKD [2]. Group 2: AI Applications and Industry Outlook - Major internet companies are entering a "harvest period" for AI applications, with Alibaba's "Qianwen" integrating into the Taobao ecosystem, and Baidu's "Wenxin Assistant" surpassing 200 million monthly active users [1]. - Ping An Securities maintains a positive outlook on the Hong Kong stock market, anticipating a rebound if positive factors materialize, particularly in the AI application sector [2]. - The Hong Kong Internet ETF (513770) tracks the CSI Hong Kong Internet Index, with Alibaba-W being the largest component, accounting for 14.71% of the index [2]. Group 3: Fund Performance and Strategy - The latest fund size of the Hong Kong Internet ETF reached 14.39 billion yuan, setting a new historical high, with an average daily trading volume exceeding 600 million yuan since 2025 [3]. - Investors looking to reduce volatility while maintaining exposure to technology can consider the Hong Kong Large Cap 30 ETF (520560), which combines high-growth tech stocks with stable dividend-paying companies [3].