中国大模型“疯狂2月”启幕!关注港股互联网ETF(513770)
Xin Lang Cai Jing·2026-02-11 03:21

Core Viewpoint - The article discusses the emergence of China's AI models, particularly the new Qwen3.5 model from Alibaba and the upcoming DeepSeek V4 model, indicating a significant growth phase for AI applications in February 2024 [3][15]. Group 1: AI Model Developments - Alibaba's new AI model Qwen3.5 has been integrated into the global AI open-source community project on HuggingFace, marking a notable advancement in AI technology [3]. - DeepSeek is set to launch its next-generation flagship AI model, DeepSeek V4, contributing to the competitive landscape of AI models in China [3][15]. Group 2: Investment Opportunities in Hong Kong Stocks - The Hong Kong Internet ETF is heavily weighted towards major tech and internet companies, with Tencent and Alibaba accounting for nearly 30% of the index [6][18]. - The top ten stocks in the index include significant players in platform technology and AI applications, collectively representing over 78% of the index [6][18]. Group 3: Performance Metrics - The Hong Kong Internet ETF has shown a remarkable performance over the past three years, with a total return of 156.48%, outperforming similar indices like the Hang Seng Tech Index [10][22]. - Historical performance data indicates that the Hong Kong Internet Index has experienced significant volatility, with maximum gains and annualized volatility metrics highlighting its aggressive growth potential [10][22].