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港股AI反攻,阿里巴巴上探逾4%,港股互联网ETF(513770)大涨2.5%,机构:AI仍是主线
Xin Lang Ji Jin· 2025-10-15 11:58
Core Viewpoint - The Hong Kong stock market has rebounded following the Federal Reserve's dovish stance, with significant gains in technology stocks, particularly Alibaba and Bilibili [1][4]. Group 1: Market Performance - Alibaba's stock rose by 3.86%, reaching a peak increase of 4.56% during the trading session [1]. - Bilibili's stock increased by over 4%, while Xiaomi and Meituan saw gains of over 1% [1]. - The Hong Kong Internet ETF (513770) experienced a 2.54% increase, ending a four-day decline with a trading volume of 875 million yuan [2][3]. Group 2: Investment Trends - The Hong Kong Internet ETF has seen a net inflow of 130 million yuan over the past four days, indicating strong buying interest [3]. - The ETF's total size has surpassed 11 billion yuan, marking a historical high, with an average daily trading volume exceeding 600 million yuan this year [10]. Group 3: Industry Outlook - The ongoing global interest rate cut cycle is expected to provide upward momentum for the stock market, with Hong Kong's tech sector poised to attract foreign capital due to its valuation advantages [4][5]. - The AI industry is accelerating in China, with major players like Alibaba and Tencent making significant advancements, which could lead to a revaluation of internet stocks [4][5]. - The Hong Kong Internet sector is currently trading at a lower valuation, with a price-to-earnings ratio of 26.69, which is significantly lower than that of US and A-share tech stocks [8]. Group 4: Key Players - The top three holdings in the Hong Kong Internet ETF are Alibaba (18.92% weight), Tencent (15.60% weight), and Xiaomi (11.54% weight), collectively accounting for over 73% of the ETF [5][6]. - The ETF tracks the CSI Hong Kong Internet Index, which has shown significant outperformance compared to the Hang Seng Tech Index this year [7].
港股开盘 | 恒指高开1.08% 机构:港股中长期上行趋势还在
Zhi Tong Cai Jing· 2025-10-15 01:58
国泰君安证券指出,经历长期调整后,港股互联网板块的估值已极具吸引力。跟踪该板块的中证港股通 互联网指数,其最新市盈率PE仅26.69倍,位于近10年32.79%的较低分位。港股互联网的叙事正在发生 根本性转变。过去,市场关注的是用户增长和商业模式;而现在,核心逻辑已转向"AI赋能"带来的全新 增长曲线。近期,阿里宣布成立"机器人和具身AI小组",腾讯的混元图像大模型登顶全球盲测第一,这 些都印证了AI正在从概念走向现实,有望重塑这些巨头的价值。 本文转载自腾讯自选股,智通财经编辑:徐文强。 东吴证券认为,关税重回视野,港股短期波动风险加大。往后看,中长期上行趋势还在。其一,短期中 美关税问题超市场预期,或导致港股有回调风险。叠加近期美股AI泡沫叙事再起,港股AI科技方向短 期波动或会加大。资金会转向避险行业。其二,除关税外,投资者仍关心本月四中全会十五五规划定调 会。如果政策超预期,市场修复力度会更强。其三,中长期看,我们对港股并不悲观。一是,全球仍处 在降息周期,货币宽松背景下,股市仍有上涨空间;二是,AI产业趋势不可阻挡,中国AI产业加速, 港股科技龙头仍有上涨空间。三是,我们认为明年一季度,经济基本面和 ...