Group 1 - The core viewpoint is that Hong Kong's technology leaders are accelerating the integration of AI with their business ecosystems, with Alibaba and Tencent leading the charge in productization and application expansion [1] - Alibaba is leveraging its Qianwen platform to enhance product offerings in core scenarios such as e-commerce and transportation, while Tencent is using its WeChat ecosystem to lower development barriers for AI applications [1] - The growth momentum of Alibaba Cloud's overseas business is strong, and the recent performance of domestic semiconductor and hard tech companies listed in Hong Kong is robust, indicating a continued influx of quality tech firms to the Hong Kong market [1] Group 2 - The Hong Kong Stock Connect Technology Index has a higher allocation in sectors like new energy vehicles, innovative pharmaceuticals, and semiconductors compared to the Hang Seng Technology Index [2] - From the base date at the end of 2014 to the end of 2025, the cumulative return of the Hong Kong Stock Connect Technology Index is 224.25%, significantly outperforming the Hang Seng Technology Index, which has a return of 83.87% [2] - The Hong Kong Stock Connect Technology Index has consistently outperformed other indices, including the Shanghai-Hong Kong-Shenzhen Internet Index and the Hang Seng Healthcare Index [2]
港股科技ETF(513020)涨超1%,港股科技龙头正加速推进AI与业务生态融合
Mei Ri Jing Ji Xin Wen·2026-01-23 05:44