港股互联网ETF（513770）及其联接基金（017125）被动跟踪中证港股通互联网指数，重仓阿里巴巴- W、腾讯控股等互联网龙头，前10大持仓汇聚AI云计算、大模型+各领域AI应用公司，合计占比超 76%，龙头优势显著。目前，港股互联网ETF（513770）最新基金规模超148亿元，逼近150亿元大关， 再创规模新高，同时该ETF支持日内T+0交易，不受QDII额度限制，流动性佳。 港股互联网ETF（513770）基金经理曹旭辰最新表示，2025年四季度，港股是最令人失望的板块，但这 或许是2026年可能表现不错的重要原因。进入1月，港股单日成交额不到3000亿港元，而A股单日成交 额达到30000亿元，这意味着一旦A股10%资金溢出到港股，港股的活跃度会出现一倍的提升，当然前 提假设还是预期A股上半年市场会保持较好的交易环境。所以我们认为港股现在只差一个逻辑，一旦逻 辑修正就会出现整体性且快速的估值拉升。 国泰海通证券表示，2026年有望看到AI应用从可用到好用，与多元化商业模式落地，AI应用有望成为 2026年AI产业行情核心主线。看好具备流量入口优势与用户粘性，持续加码资本开支且产品成熟度高 的互联网 ...

分析指出，美联储2026年降息预期的升温，外部流动性压力显著缓解，为港股科技股的估值修复提供 了"黄金窗口"。叠加AI主线持续催化，互联网龙头为中国AI领域领头羊，有望迎来内、外资共振做多。 港股互联网ETF（513770）及其联接基金（017125）被动跟踪中证港股通互联网指数，重仓阿里巴巴- W、腾讯控股等互联网龙头，两大权重股合计占比近30%；前10大持仓汇聚AI云计算、大模型+各领域 AI应用公司，合计占比超78%，龙头优势显著。目前，港股互联网ETF（513770）最新基金规模超146 亿元，支持日内T+0交易，不受QDII额度限制，流动性佳。 国泰海通证券表示，2026年有望看到AI应用从可用到好用，与多元化商业模式落地，AI应用有望成为 2026年AI产业行情核心主线。看好具备流量入口优势与用户粘性，持续加码资本开支且产品成熟度高 的互联网平台公司。 1月14日，凭借丰富的AI应用核心标的，港股互联网板块持续上涨。截至发稿，快手-W涨超4%，阿里 巴巴-W涨超2%，小米集团-W、腾讯控股跟涨。港股AI核心工具——港股互联网ETF（513770）高开高 走，场内价格一度上涨1.76%，现涨1.4% ...

Group 1 - The Hong Kong stock market experienced fluctuations, with major tech stocks mostly retreating, while Meituan-W rose over 1% and Alibaba-W rebounded after an initial drop [1] - CITIC Securities remains optimistic about the internet sector, highlighting its cyclical attributes combined with the upward trend of AI, suggesting that major players will benefit from AI advancements [1] - Zhongtai Securities notes that the current valuations of Hong Kong tech leaders are reasonable amid increased AI investments, with the potential for valuation recovery and profit elasticity as the Federal Reserve begins to lower interest rates [1] Group 2 - The Hong Kong Internet ETF (513770) passively tracks the CSI Hong Kong Internet Index, which heavily invests in leading internet companies, with over 73% of its holdings in AI cloud computing and applications [2] - The top three holdings in the Hong Kong Internet ETF are Alibaba-W, Tencent Holdings, and Xiaomi Group-W, with weightings of 18.89%, 17.01%, and 10.05% respectively [2] - The fund size of the Hong Kong Internet ETF exceeds 10 billion, with an average daily trading volume of over 600 million, providing good liquidity and supporting T+0 trading without QDII quota restrictions [2]

Group 1 - The Hong Kong Internet ETF (513770) has seen a slight decline while continuing to attract significant buying interest, with nearly 1.3 billion yuan net inflow over the past 20 trading days, indicating strong investor confidence in the AI sector's growth potential [1] - Berkshire Hathaway, led by Warren Buffett, has recently increased its stake in Alphabet, marking it as its tenth largest holding, which shifts global market focus from AI computing power to AI models and applications [1] - The Hong Kong Internet sector, which includes leading companies across the AI value chain, is one of the hottest segments in the current AI market, encompassing computing power, large models, software applications, and hardware terminals [1] Group 2 - Major Chinese companies like Alibaba and Tencent are leading in multimodal large models, with significant advancements in both software and hardware sectors, positioning them to benefit from the AI industry transformation [2] - The Hong Kong Internet ETF (513770) tracks the CSI Hong Kong Internet Index, heavily weighted towards leading internet firms, with Alibaba, Tencent, and Xiaomi as the top three holdings, collectively accounting for over 73% of the top ten positions [2] - The latest scale of the Hong Kong Internet ETF exceeds 11.6 billion yuan, with an average daily trading volume of over 600 million yuan, providing good liquidity and supporting T+0 trading without QDII quota restrictions [2]

Group 1 - The Hang Seng Technology Index fell by 2% due to a decline in US tech stocks, with major companies like Alibaba and Tencent dropping over 2% [1] - The Hong Kong Internet ETF (513770) experienced a decline of over 2.7% but saw a net inflow of 137 million yuan yesterday, totaling nearly 1 billion yuan in net inflows over the past 10 days [1] - The valuation of the Hong Kong Internet sector has become attractive, with the China Securities Hong Kong Stock Connect Internet Index's PE ratio at 24.44, significantly lower than the NASDAQ 100 (36.95) and ChiNext Index (41.11) [1] Group 2 - Current valuations of Hong Kong stocks are considered low, with potential for upward movement, especially in the context of the ongoing bull market driven by quality assets in the internet sector [2] - The Hong Kong Internet ETF (513770) tracks the China Securities Hong Kong Stock Connect Internet Index, which heavily invests in leading internet companies, with Alibaba, Tencent, and Xiaomi being the top three holdings [2] - The Hong Kong Internet ETF has a scale exceeding 11.8 billion yuan and an average daily trading volume of over 600 million yuan, indicating good liquidity and support for T+0 trading [2]

Group 1 - The Hong Kong stock market opened higher on October 24, with leading tech stocks continuing their rebound, including Alibaba-W rising over 2%, and Kuaishou-W, Tencent Holdings, and Meituan-W each increasing by more than 1% [1] - The Hong Kong Internet ETF (513770) showed a strong rebound with a real-time premium rate reaching 0.48%, indicating strong buying interest, and recorded a net inflow of over 160 million yuan in a single day [1] - Huatai Securities predicts that technology will lead the third revaluation of the Hong Kong stock market, supported by a new round of monetary easing from the Federal Reserve, improved China-U.S. relations, and advancements in the internet and technology sectors [1] Group 2 - The internet sector has shown significant elasticity this year, with the China Securities Hong Kong Stock Connect Internet Index outperforming the Hang Seng Technology Index, indicating strong leading performance [2] - The latest price-to-earnings (PE) ratio of the China Securities Hong Kong Stock Connect Internet Index is 23.69 times, which is at a low level compared to the historical 10-year average, and is significantly better than both U.S. and A-share tech stocks [2] - The Hong Kong Internet ETF (513770) has surpassed 10 billion yuan in scale, with an average daily trading volume exceeding 600 million yuan, demonstrating excellent liquidity and supporting intraday T+0 trading without QDII quota restrictions [2]