ETF盘中资讯｜港股“春节效应”能否重演？基金经理解读来了

Group 1 - The core viewpoint of the article highlights the historical trend of the Hong Kong stock market, particularly the Hang Seng Index, which shows an 82% probability of rising in the three trading days before the Lunar New Year, while the post-holiday performance does not exhibit a significant calendar effect, with a rise probability between 40% and 60% [1] Group 2 - The recent decline in Hong Kong's AI sector since January 30 is attributed to global AI adjustments and various disturbances such as antitrust investigations, marketing activities during the Lunar New Year, tax rate changes, and geopolitical risks [3] - Antitrust investigations are seen as isolated incidents that can help set operational standards for the industry, while marketing during the Lunar New Year is expected to broaden the customer base and enhance AI product iterations [3] - The Hong Kong Internet ETF (513770) passively tracks the CSI Hong Kong Internet Index, with its top ten holdings including major tech giants like Alibaba, Tencent, and Xiaomi, which collectively account for nearly 77% of the fund [4] Group 3 - The top ten weighted stocks in the Hong Kong Internet ETF include Alibaba (14.71%), Tencent (14.64%), Xiaomi (12.29%), Kuaishou (4.21%), and Bilibili (3.82%), among others, indicating a strong concentration in leading technology and AI application companies [6]