Group 1 - The Hong Kong stock market opened high on January 23, with the Hong Kong Technology 30 ETF (513160) rising by 0.88% and trading volume exceeding 1 billion yuan [1] - Major constituents of the Hong Kong Technology 30 ETF include leading tech companies such as Alibaba-W, Meituan-W, and Tencent Holdings, with Alibaba-W increasing by over 3% [1] - The ETF has attracted over 110 million yuan in capital over the last 10 trading days, indicating strong investor interest [1] Group 2 - Haitong International Securities suggests that Hong Kong tech stocks will benefit from an upcoming window of intensive AI product releases, with companies like Alibaba and Tencent integrating AI into their business ecosystems [1] - The market sentiment is supported by expectations of a Federal Reserve interest rate cut and a recovery in A-share sentiment, leading to a structural upward trend in the Hong Kong stock market [2] - The long-term outlook for the AI and semiconductor industries remains positive, with a vibrant IPO market in Hong Kong, particularly in the new economy sector, providing structural opportunities for investors [2]
港股科技30ETF(513160)涨近1%,阿里巴巴-W涨超3%,机构:港股短期有望延续结构性上涨