Core Viewpoint - The Hong Kong Internet ETF (159568) experienced a decline of 3.20% on October 10, with a trading volume of 138 million yuan, indicating market volatility in the internet sector [1] Fund Performance - The fund's latest net asset value is calculated at 371 million yuan, with a total share increase of 4 million shares, bringing the total shares to 187 million [1] - Over the past 20 trading days, the fund's shares have increased by 15 million [1] - Since its inception on February 8, 2024, the fund has achieved a return of 98.38%, while the return over the past month is 1.04% [1] Management Information - The fund is managed by Bosera Asset Management Co., Ltd., with Li Qingyang as the fund manager [1] - The performance benchmark for the fund is the China Securities Hong Kong Stock Connect Internet Index return (adjusted for exchange rates) [1]

Group 1 - The core viewpoint of the articles highlights the positive performance of the US and Hong Kong stock markets, particularly in the technology sector, driven by favorable economic indicators and corporate earnings reports [1][2][3] - The US released July CPI data showing a year-on-year rate of 2.7%, aligning with market expectations, which has led to increased bets on a potential interest rate cut by the Federal Reserve in September [1][2] - Tencent's Q2 2025 earnings report showed revenue of 184.5 billion yuan, a 15% year-on-year increase, and a gross profit of 105 billion yuan, reflecting a 22% year-on-year growth, which has positively influenced market sentiment towards internet stocks [1][2] Group 2 - The Hong Kong Internet ETF (159568) and the Hang Seng Technology Index ETF (159742) have seen strong market interest, with significant net inflows and positive performance from constituent stocks [2][3] - The anticipated interest rate cuts by the Federal Reserve are expected to enhance liquidity in the market, which could lead to an increase in valuations for Hong Kong technology stocks [2][3] - The concentration of major stocks in the Hong Kong Internet ETF, such as Tencent, Alibaba, and Xiaomi, indicates a strong potential for growth, especially with ongoing developments in AI and domestic consumption policies [3]