今日，港股震荡分化，科技股涨幅居前，消费、医药股回调。截至收盘，恒生科技指数上涨1.7%，恒生港股通新经济指数上涨0.9%，中证港股通互联网指 数上涨0.8%，中证港股通医药卫生综合指数下跌0.5%，中证港股通消费主题指数下跌0.8%。相关ETF受资金青睐，截至昨日，恒生科技ETF易方达 （513010）和港股通互联网ETF（513040）月内分别获23.3亿元和10.8亿元资金净流入。 中国银河证券表示，展望2026年，中国宏观政策将保持连续性和稳定性，经济增长保持韧性，通胀有望自低位回升，港股市场基本面依赖于国内宏观经济。 指数方面，根据彭博一致预期，预计2026年恒生指数、恒生科技指数、恒生中国企业指数每股盈利分别同比增长9.64%、34.63%、9.90%，建议关注科技创 新、周期、消费等主题的投资机会。 每日经济新闻 ...

截至10：19，中证港股通互联网指数（931637）跌0.39%，权重股中，阿里巴巴-W跌0.61%，小米集团- W涨0.1%，美团-W涨0.39%，商汤-W跌1.42%，京东健康跌0.77%，哔哩哔哩-W跌1.86%，阿里健康跌 1.53%，快手-W跌0.39%，金蝶国际跌0.82%。 数据显示，港股通互联网ETF（513040）再现资金追捧态势！该基金不仅实现连续5日资金净流入，累 计吸金超3.5亿元，近10日、近60日净流入额更是超6.3亿元、52亿元，最新基金规模达79.12亿元。 消息面上，阿里开源全新图像生成模型Qwen-Image-Layered，首次在模型内实现PS级的图层理解与图像 生成。千问新模型采用自研创新架构，可将图片"拆解"成多个图层，就像专业设计师用Photoshop分层 作图修图，可实现几乎"零漂移"的AI（人工智能）图像精准编辑，彻底解决AI生图的一致性难题，加速 大模型在专业设计领域的现实落地。 港股通互联网ETF（513040）紧密跟踪中证港股通互联网指数，该指数从港股通范围内选取30家涉及互 联网相关业务的上市公司证券作为指数样本。前五大权重股包括阿里巴巴、腾讯控股、小米 ...

港股今日震荡分化，半导体、有色金属、消费等板块活跃，医药板块回调。截至收盘，恒生科技指数、中证港股通消费主题指数均上涨0.9%，中证港股通 互联网指数上涨0.5%，恒生港股通新经济指数上涨0.3%，中证港股通医药卫生综合指数下跌0.8%。资金持续布局，Wind数据显示，恒生科技ETF易方达 （513010）和港股通互联网ETF（513040）上周分别获9.2亿元和2.8亿元资金净流入。 中信证券表示，"十五五"规划建议强调建设现代化产业体系、加快高水平科技自立自强，新能源、新材料、航空航天等战略性新兴产业集群和量子科技等未 来产业或迎来新的政策支持。展望2026年，港股有望受益于内部的"十五五"催化，建议投资者把握AI相关细分赛道、消费电子等科技方向投资机遇。 该指数由港股通范围内医疗卫 生行业中50只流动性较好、市 值较大的股票组成,医疗保健 行业权重占比超90% 以伯蚁世産収工『公刊サード 技主题高度相关的、市值最大 的30只股票组成,信息技术及 可选消费行业合计占比超90% 该指数泪 0. 9' 器股通展家ETF 【使客 跟踪中证港股通医药卫生综合指数 �目 该指数泪 港股通互联网ETF 低费率 跟踪中 ...

港股本周震荡分化，消费板块逆势走强，科技、医药板块回调。指数层面，中证港股通消费主题指数上涨0.6%，中证港股 通医药卫生综合指数下跌2.0%，恒生科技指数下跌2.8%，中证港股通互联网指数下跌3.0%，恒生港股通新经济指数下跌 3.1%。Wind数据显示，截至昨日，恒生科技ETF易方达（513010）和港股通互联网ETF（513040）周内均连续"吸金"，合 计分别达9.2亿元和2.7亿元。 | | 恒生港股 | 恒生科技 | 中证港股通 | | 中证港股 | | --- | --- | --- | --- | --- | --- | | | 通新经济 | | 医药卫生综 | 中证港股通 | 曲消费 | | | 指数 | 指数 | 合指数 | 互联网指数 | 主题指数 | | 本周涨跌幅 | -3. 1% | -2. 8% | -2. 0% | -3. 0% | 0. 6% | | 指数滚动 市盈率 | 24.5倍 | 22.9倍 | 31.9倍 | 24.6倍 | 17.2倍 | | 滚动市盈率 分位 | 52. 2% | 29.2% | 50. 5% | 26. 5% | 0. 1% | | 跟踪该 | ...

12月17日，港股通互联网ETF（513040）涨1.15%，成交额11.58亿元。当日份额增加1.70亿份，最新份 额为55.39亿份，近20个交易日份额增加10.29亿份。最新资产净值计算值为78.24亿元。 来源：新浪基金∞工作室 港股通互联网ETF（513040）业绩比较基准为中证港股通互联网指数收益率(使用估值汇率折算)，管理 人为易方达基金管理有限公司，基金经理为李栩、张泽峰，成立（2023-05-31）以来回报为41.26%，近 一个月回报为-6.22%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

| 恒生新经济ETF | | | 513320 | | --- | --- | --- | --- | | 跟踪恒生港股通新经济指数 | | | | | 该指数由港股通范围内、属于 | 令目 | 该指数 | 该指数自2018年 | | "新经济"行业中市值最大的 | 该指数涨跌 | 滚动市盈率 | 以来估值分位 | | 50只股票组成,主要包括信息 技术、可选消费、医疗保健行 | | | | | = | 0. 9% | 24. 3倍 | 51. 2% | | 恒生科技ETF易方达 | | | 513010 | | 跟踪恒生科技指数 | | | | | 该指数由港股上市公司中与科 | マ日 | 该指数 | 该指数自2020年 | | 技主题高度相关的、市值最大 | 该指数涨跌 | 滚动市盈率 | 发布以来估值分位 | | 的30只股票组成,信息技术及 | 1.0% | 22. 7倍 | 28. 4% | | 可选消费行业合计占比超90% | | | | | 港股通医药ETF 低费率 | | | 513200 | | 跟踪中证港股通医药卫生综合指数 | | | | | 该指数由港股通范围内医疗卫 | 令目 | 该 ...

12月12日早盘，港股科技板块高开高走。截至10:55，恒生科技指数上涨1.5%，中证港股通互联网指数 上涨1.4%，二者共同成份股中，小米集团-W、美团-W涨超2%，快手-W、阿里巴巴-W涨超1%。相关 ETF近期受市场关注，恒生科技ETF易方达（513010）、港股通互联网ETF（513040）本周前四个交易 日均连续获资金加仓，合计净流入分别达5.3亿元和4.4亿元。 恒生科技ETF易方达（513010）和港股通互联网ETF（513040）分别跟踪上述指数，为投资者布局港股 科技板块提供了便捷、高效的投资工具。 中泰证券指出，港股市场受到多重利好因素提振，美联储12月降息，叠加中美经贸关系持续向好、内地 高技术制造业PMI扩张及消费市场活跃等积极因素为科技板块提供良好支撑。展望后市，在全球流动性 宽松和内地经济改善的支撑下，港股科技股特别是具备创新能力和增长潜力的公司将继续受关注。 恒生科技指数由港股上市公司中与科技主题高度相关的、市值最大的30只股票组成，聚焦半导体、机器 人、互联网等科技赛道，实现AI方面"软硬协同"布局，中证港股通互联网指数则由港股通范围内30家涉 及互联网相关业务的股票组成，覆盖 ...

Core Insights - The Hong Kong stock market continues to adjust, with mixed performance in technology stocks, as Meituan-W and Baidu-SW rise over 1%, while JD Health and Xpeng Motors see significant declines [1] - The Hang Seng Technology Index decreased by 0.4%, and the China Securities Hong Kong Stock Connect Internet Index fell by 0.5%, with related ETFs attracting capital inflows of 9.6 billion and 4.5 billion respectively this month [1] - The ongoing upgrade trend in large models is highlighted, with DeepSeek V3.2 series improving tool invocation and inference efficiency, Huawei establishing a foundational large model department, Alibaba integrating its Qianwen C-end business group to create a super AI entry point, and Baidu setting up separate departments for foundational and application model R&D [1] Industry Analysis - Analysts suggest that the commercialization path for large models in the Hong Kong technology sector is clear, with significant ecological expansion potential, which may enhance visibility of profitability and valuation recovery slope [1] - The Hang Seng Technology Index consists of the 30 largest stocks related to technology themes listed in Hong Kong, focusing on high-growth sectors such as the AI industry chain and the internet, achieving "soft and hard synergy" in AI [1] - The China Securities Hong Kong Stock Connect Internet Index includes 30 stocks involved in internet-related businesses within the Hong Kong Stock Connect scope, covering several core leading enterprises in AI application fields [1][2]

Core Points - The Hong Kong Stock Connect Internet ETF (513040) experienced a decline of 1.30% on December 9, with a trading volume of 499 million yuan [1] - The fund's shares increased by 76 million, bringing the total shares to 5.174 billion, with an increase of 848 million shares over the past 20 trading days [1] - The latest net asset value of the fund is 7.422 billion yuan [1] - The performance benchmark for the ETF is the CSI Hong Kong Stock Connect Internet Index return rate, calculated using the valuation exchange rate [1] - Managed by E Fund Management Co., Ltd., the fund has a return of 43.44% since its inception on May 31, 2023, but has seen a decline of 4.96% over the past month [1]

Core Insights - Recent advancements in the overseas large model sector indicate a clearer direction for technological evolution, with significant improvements in complex task handling and consumer-level applications [1] - The current wave of large model updates is characterized by three main trends: deepening reasoning, enhancing intelligent agents, and the proliferation of multimodal capabilities, leading to greater reliability and execution power [1] - The long-term investment value of Hong Kong tech leaders is highlighted by the clear commercialization paths of large models and the potential for ecosystem expansion, which may enhance profitability visibility and valuation recovery [1] Industry Developments - The Gemini 3 Pro Preview has introduced deep reasoning modes, significantly boosting its ability to handle complex tasks [1] - The launch of Sora App and breakthroughs from Anthropic Claude Opus 4.5 signify rapid advancements in AI towards consumer applications and high-performance forms [1] - DeepSeek's release of V3.2 and V3.2-Speciale showcases leading reasoning capabilities in the industry, enhancing execution and reasoning efficiency through the integration of "thinking modes + tool invocation" [1] Investment Opportunities - The Hang Seng Tech Index comprises the 30 largest tech-related stocks listed in Hong Kong, focusing on high-growth sectors like AI and the internet, facilitating a "soft and hard collaboration" layout in AI [2] - The CSI Hong Kong Stock Connect Internet Index includes 30 stocks involved in internet-related businesses, covering key players in various AI application fields [2] - Recent inflows into the Hang Seng Tech ETF and Hong Kong Stock Connect Internet ETF have reached record highs of 25.7 billion and 7.3 billion respectively, indicating strong investor interest in large models and AI applications [2]