Core Viewpoint - The performance of the China Internet sector is mixed, with major companies like Tencent, Alibaba, Meituan, and Pinduoduo experiencing slight declines, while some smaller firms see gains. The market sentiment is influenced by global macro risks, but the Hong Kong stock market remains attractive due to relatively low valuations and strong policy support for the tech sector [1][2]. Group 1: Market Performance - The CSI Overseas China Internet 50 Index (H30533) decreased by 0.39%, with Tencent down 0.4%, Alibaba-W down 0.2%, Meituan-W down 0.6%, Pinduoduo down 1.2%, and Xiaomi Group-W down 0.8% [1]. - Conversely, companies like Yaoshi Bang increased by 4.7%, Zhongxu Future by 3.3%, Dongfang Zhenxuan by 3.0%, Ctrip Group-S by 1.7%, and Zhong An Online by 1.3% [1]. - The China Concept Internet ETF (513050) saw a net inflow of over 610 million yuan in the past five days, with a total fund size exceeding 34 billion yuan [1]. Group 2: Trading Activity - On July 9, the Hong Kong Stock Connect recorded a total trading volume of 53.405 billion HKD, with a net buying amount of 4.668 billion HKD [1]. - Alibaba-W had a trading volume of 7.421 billion HKD through the Stock Connect, with a net buy of 1.014 billion HKD, marking three consecutive days of net inflows totaling 2.709 billion HKD [1]. - Meituan-W had a trading volume of 2.566 billion HKD, with a net buy of 0.833 billion HKD, also achieving three days of net inflows totaling 2.682 billion HKD [1]. Group 3: Industry Insights - The CSI Overseas China Internet 50 Index is designed to reflect the overall performance of 50 Chinese internet companies listed overseas, focusing on sectors like e-commerce, AI, social networking, and cloud computing [2]. - The ETF captures the growth potential of leading Chinese internet firms, with the top ten weighted stocks accounting for approximately 90% of the index [2].

随着人工智能、机器人等领域创新成果加速落地，中国科技产业展现出蓬勃的发展活力。近日，易方达 基金在北京举办"科技投资中国行"系列活动，以"数智新纪元，AI时代的互联网"为主题做了一场别开生 面的播客读书会，深入探讨科技产业投资新机遇。 因此，肖宛远认为："尽管短期内外部因素或对市场有一定影响，但后续市场情绪将有所缓和，并带动 风险偏好回升，对中国科技产业特别是人工智能领域的发展前景保持长期乐观态度。" 据悉，易方达基金的人工智能指数产品线具有旗舰多、布局全、费率低等特点。旗舰多是指围绕A股和 港股市场人工智能核心赛道，该公司已拥有人工智能ETF（159819）、中概互联网ETF（513050）、恒 生科技ETF易方达（513010）等规模在百亿元以上的ETF产品。布局全是指产品布局全面，覆盖了人工 智能全产业链、上游算力基建、下游应用等，可同时满足配置、交易等不同类型的投资需求。费率低是 指该公司坚持低费率，旗下人工智能ETF（159819）、云计算ETF（516510）、芯片ETF易方达 （516350）等多只产品均采用市场最低一档0.15%/年的管理费率。 （文章来源：证券日报） 易方达基金指数研究部科技 ...