估值洼地+北水抢筹+AI引爆，机构提示“黄金布局窗口”！港股互联网ETF（513770）连续吸金2.4亿元

Group 1 - The Hong Kong stock market opened slightly higher on February 11, with major tech stocks like Xiaomi and Bilibili rising over 3% [1] - The Hong Kong Internet ETF (513770) experienced a low opening but later rose by 0.77%, attracting significant capital inflow of 241 million yuan over five consecutive days [1][2] - Southbound capital saw a substantial net inflow of 56.07 billion HKD during the week of February 2-6, marking the highest weekly net inflow in nearly three months, indicating strong confidence from domestic investors in the Hong Kong tech sector [2][5] Group 2 - The valuation of the Hong Kong tech sector is currently attractive, with the China Securities Hong Kong Internet Index's PE (TTM) at 24.11 times, significantly lower than its historical average of 35.08 times and below comparable global tech indices like the Nasdaq 100 [2][5] - The AI industry is transitioning from "technology research" to "commercialization," with the Hong Kong Internet sector poised to benefit from this global AI wave [4][13] - The top ten holdings in the Hong Kong Internet ETF include major players like Alibaba, Tencent, and Xiaomi, which collectively account for nearly 77% of the fund, highlighting the dominance of these tech giants [4][14] Group 3 - According to Everbright Securities, the Hong Kong tech sector has entered a strategic configuration zone characterized by high win rates and high returns, supported by oversold valuations, counter-cyclical capital inflows, and improving fundamentals [5][11] - The Hong Kong market is seen as an ideal long-term investment tool, with the Hong Kong Large Cap 30 ETF (520560) combining high-growth tech stocks with stable dividend-paying companies [15]