港股市场汇聚了一批A股稀缺的科技巨头，既有具备算力资源、模型能力与应用场景协同优势的平台型互联网公司；又有具备模型或应用能力的AI生态企 业。 公开资料显示，港股互联网ETF（513770）及其联接基金（A类017125；C类017126）被动跟踪中证港股通互联网指数，权重股汇聚阿里巴巴-W、腾讯控 股、小米集团-W、快手-W、哔哩哔哩-W等港股AI巨头，前十大权重股占比超78%，龙头优势显著。 | 十大权庫 | | | | 更新日期: 2026-01-06 | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 中证一级行业分类 | 中证二级行业分类 | 权重(%) | | 0700.HK | 腾讯控股 | 通信服务 | 侍媒 | 15.42 | | 9988.HK | 阿里巴巴-W | 可选消费 | 零售业 | 14.50 | | 1810.HK | 小米集团-W | 信息技术 | 电子 | 13.11 | | 3690.HK | 美國-W | 可选消费 | 消费者服务 | 12.03 | | 1024.HK | 快手-W | 通信服务 | 傅૬ | 4.24 ...

Group 1 - The core concept of GEO (Generative Engine Optimization) has gained significant attention, with nearly 20 stocks in the A-share market hitting the daily limit, including Yidian Tianxia, BlueFocus, and Zhongwen Online, while Hong Kong stocks like Alibaba-W, Kuaishou-W, and Baidu-SW also saw over 5% increases [1] - The Media ETF, which tracks the CSI Cultural Media Index, has a high overlap with GEO concept stocks, including companies involved in video, live streaming, gaming, and digital marketing, indicating a direct correlation with the GEO theme [2] - Analysts from multiple institutions, including China Galaxy Securities, predict that 2026 will be a significant year for AI applications, as the investment logic in the AI industry shifts from "computing power competition" to "application value" [1] Group 2 - The Heng Seng Internet ETF, listed on the Shanghai Stock Exchange, tracks the Heng Seng Internet Technology Index and includes leading internet application companies, suggesting that Hong Kong internet giants will gradually reveal their advantages in AI applications [2] - The shift in AI investment focus from large models and computing power to software applications is expected to accelerate the growth of AI applications, as noted by analysts [1] - The Media ETF has seen a price increase of over 8%, while the Heng Seng Internet ETF rose nearly 3%, reflecting positive market sentiment towards GEO-related investments [1][2]

| 分制 修日 · | F9 盘前盘后 酷加 九机 面线 工具 (2 )> | | | 11 57 1 +0.029 +5.36% | | | 港股互联网ETFO | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 513770CRIO GILLERS 0.571 | | | | | | | | 513770 | | | | M. Nº M | | SSE CNY | 14:24:28 交易中 查看L2全国 | | | | 1+0.00 / | | | 0.561 - Charles of The Pro- | | | 净值难费 | 本属中空酒的演豆联网ETF | | 近5日净波入 | | | 单位(万元) | | | | 1,85% | 蛋糕 | 30.57% 变胶 | 318941 | | | | | | | | | 藏五 | 0.574 | 28305 | | | | | | 0.541 | | 0.00% | 交叉 | 0.574 | 29894 | | | | | | | | | 200 | 0.572 | 66 ...

港股科网股午后持续走强，快手(01024.HK)涨近7%，美团(03690.HK)涨超6%，百度(09888.HK)、阿里 巴巴(09988.HK)涨超5%，网易-S(09999.HK)、腾讯控股(00700.HK)等跟涨。 本文源自：金融界AI电报 ...

Core Viewpoint - The Hong Kong Internet ETF (513720) surged by 4% on January 12, driven by three key factors that are expected to lead to a rebound in Hong Kong stocks in 2026 [1] Group 1: Factors Driving Market Rebound - A weaker US dollar is attracting international capital to increase allocations in Hong Kong [1] - The appreciation of the Renminbi is encouraging the repatriation of Chinese capital that has been held overseas [1] - A recovery in inflation and potential debt restructuring policies are expected to improve the fundamental outlook [1] Group 2: Sector Analysis - The Hang Seng Technology Index is anticipated to experience high odds of recovery due to stagnation in 2025, potentially benefiting from a "Davis Triple Play" in 2026, which includes valuation recovery, profit improvement, and liquidity support [1] - The Hong Kong technology sector, particularly those with high AI application ratios, is expected to benefit from the accelerated commercialization of AI in the medium to long term, with market elasticity likely to surpass that of computing infrastructure [1] - Current valuations of Hong Kong technology stocks are lower than those of A-shares, suggesting an upward potential under the mean reversion logic [1] Group 3: ETF and Index Overview - The Hong Kong Internet ETF (513720) tracks the Hong Kong Stock Connect Internet Index (931637), which selects 30 publicly listed companies involved in internet-related businesses from the Stock Connect range [1] - The index focuses on key sectors such as media and retail, with a balanced allocation across large, medium, and small-cap stocks [1] - It reflects the overall performance of the consumer internet sector, including core application scenarios such as social media, e-commerce, and gaming [1]

此前，香港交易所正式推出香港交易所科技100指数，并宣布已与易方达基金签订授权协议。 以上仅为对港交所科技100指数过往表现的客观展示，不代表指数及相关基金未来表现，不作为任何投 资收益保证或投资建议。指数编制方案后续可能进行调整。基金有风险，投资须谨慎。 截至2026年1月5日12:00，香港交易所科技100指数(HKEXT100)上涨2.05%，前十大权重股多数飘红，美 团-W涨7.31%，快手-W涨5.62%，阿里巴巴-W涨5.32%，腾讯控股涨2.29%，百济神州涨1.37%，小米集 团-W涨0.58%，药明生物涨0.54%，比亚迪股份涨0.48%，中芯国际跌0.07%，信达生物跌1.12%。 【风险提示】 该指数跟踪100家在香港交易所上市的市值最大的科技公司的表现，涵盖人工智能、生物科技及制药、 电动车及智能驾驶、资讯科技、互联网、机器人六大创新主题，突显了香港市场在推动新兴产业发展方 面的关键角色，同时指数成份股均符合南向交易资格，为投资者提供了有效且全面的投资工具，助力其 把握科技和新兴领域投资机遇。 ...

新股方面，全球图像传感器供应商豪威集团今日在港交所主板挂牌上市，成为今年首家"A+H"上市企 业，午间收盘股价上涨超过15%。根据其招股书，公司本次全球发售共计4580万股H股，最终发行价为 每股104.80港元。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 截至1月12日午间收盘，香港股市主要指数上涨。恒生指数报26456.75点，涨幅为0.86%；恒生科技指数 报5805.57点，上涨2.08%。国企指数上涨1.08%，红筹指数微跌0.1%。 盘面上，科技股普遍上扬，成为市场主要支撑力量。美团股价上涨超过7%，阿里巴巴涨幅超过5%，快 手、哔哩哔哩涨幅均超5%，百度集团上涨超过4%，京东集团、腾讯控股涨幅均超过2%。人工智能应用 概念板块表现尤为活跃，智谱与MINIMAX两家大模型公司股价领涨，涨幅分别超过30%和31%。此 外，重型机械、半导体、手游及苹果概念等板块也表现积极。另一方面，内房股、保险股以及脑机接口 概念股走势相对疲弱。 ...

Core Insights - The latest "Top 500 Listed Companies in China" list for 2025 showcases leading enterprises in finance, energy, technology, consumption, and intelligent manufacturing, with major players like Tencent and ICBC demonstrating their industry leadership through trillion-level market capitalizations [1][10] - The presence of companies like Industrial Fulian, SMIC, and Cambricon in the rankings reflects the deep structural transformation of China's economy, indicating these firms are both stabilizers and pioneers in industrial upgrades [1][10] Group 1: Market Capitalization Rankings - The companies ranked from 21 to 30 include Sinopec (700.7 billion), Zhongji Xuchuang (677.8 billion), Yangtze Power (665.3 billion), Postal Savings Bank (641.7 billion), SMIC (632.9 billion), NetEase (614.0 billion), Midea Group (592.9 billion), Bank of Communications (590.8 billion), Cambricon (571.6 billion), and Meituan (570.2 billion) [3][10] Group 2: Economic Structural Transformation - The success of these companies is attributed to multiple factors, including industry scarcity, technological barriers, and stable business models, which create competitive advantages [4][11] - Companies like Zhongji Xuchuang and SMIC exemplify the dual drivers of technological innovation and market opportunities, with Zhongji Xuchuang capitalizing on the AI infrastructure wave [4][11] Group 3: Challenges and Opportunities - Companies face the challenge of transitioning from scale advantages to quality advantages, with risks related to technological iteration and high valuation sustainability [6][12] - The need for technological independence and improved profitability models is highlighted, particularly for firms like Zhongji Xuchuang and Cambricon, which must navigate rapid technological changes [6][12] Group 4: Future Trends - Future market leaders are expected to emerge from sectors such as high-end manufacturing, green energy, and innovative pharmaceuticals, with a focus on hard technology like semiconductors and AI [8][9] - The anticipated market structure will feature a three-tier system, with traditional giants at the base, tech newcomers leading, and niche champions filling in [8][9] Group 5: Investment Opportunities - The average market capitalization of the top 500 companies reached 185.6 billion, reflecting a significant increase, particularly in information technology, finance, and consumer discretionary sectors [23] - Companies are expected to enhance their value and market capitalization through innovation, digital transformation, and sustainable practices, aligning with national policies and market demands [21][24]

来源：环球网 【环球网公益综合报道】1月10日，由美团、壹基金主办，北京师范大学社会学院协办的"乡村幼儿体育 游戏研讨会"在贵州贵阳举行。贵州省委统战部、贵州省教育厅相关负责人和多位学前教育领域的专家 学者、乡村教育一线工作者参加了研讨会，各方围绕乡村儿童早期发展、改善幼儿运动环境等核心议题 分享真知灼见，共话乡村学前教育高质量发展。 截至目前，通过中央统战部联引，在贵州省委统战部、省教育厅等各级有关部门的支持下，美团乡村儿 童操场项目已覆盖全省9个市州的1,169所幼儿园，形成了一套可复制、可推广的"贵州样本"。 研讨会上，《美团乡村儿童操场公益计划五周年报告》（以下简称"报告"）正式发布。该公益计划由美 团联合壹基金发起，旨在为欠发达地区的乡村儿童铺设多功能操场、配备幼儿体育游戏综合器材包，提 供教师和园长培训，促进城乡学前教育均衡发展，助力乡村儿童健康成长。截至2025年12月底，美团乡 村儿童操场在全国已建成4,535座，61.1万名乡村儿童直接受益，已成为我国学前教育领域筹资规模最 大、覆盖面最广的公益项目。 （图：乡 村幼儿体育游戏研讨会暨美团乡村儿童操场公益计划五周年报告发布会在贵阳召开。摄影： ...

➢ 美失业率下降；伊朗政府存亡考验。A股继 续上攻，沪指"十六连阳"。上证指数上涨 0.92%报4120.43点，深证成指涨1.15%，创业 板指涨0.77%。互联网、贵金属及游戏板块 涨幅居前。港股高开后震荡，午后回升。恒 生指数涨0.32%报26231.79点，恒生科技指 数微涨0.15%，恒生中国企业指数微涨0.1%。 黄金和互联网医疗板块涨幅居前。大市成交 额2451亿港元。外盘方面，欧洲三大股指 收盘全线上涨，、美国三大股指全线收涨， 道指涨0.48%报49504.07点，标普500指数涨 0.65%报6966.28点，纳指涨0.81%。美国失业 率下降促使交易员几乎抹去1月降息押注。 伊朗大规模抗议活动进入第三周，政教合一 的神权统治面临存亡考验。 14,000 16,000 18,000 20,000 22,000 24,000 26,000 28,000 资料来源：彭博 2026年1月12日星期一 | 26231.79 | 0.32 | 2.35 | | --- | --- | --- | | 9048.53 | 0.10 | 1.51 | | 5687.14 | 0.15 | 3.10 | ...