The 2026 World Artificial Intelligence Conference commenced in Shanghai from July 17th to 20th, showcasing the latest global AI technologies and industrial advancements. This event marks a new catalytic window for the sector's development. E Fund AI ETF (03489) and E Fund HKEX Tech 100 ETF (03456) have emerged as efficient tools for investors seeking to capture industry growth dividends, thanks to their precise coverage of the global AI supply chain and cutting-edge technology assets.
E Fund AI ETF (03489) closely tracks the FTSE Custom Global Artificial Intelligence Select Index, meticulously selecting 50 leading AI companies listed in Hong Kong and the United States. Its portfolio spans the entire AI industry chain, encompassing computing power, algorithms, and applications, with holdings including NVIDIA, TSMC, Hua Hong Semiconductor, and Tencent. This provides a one-click solution for investors to tap into the growth potential of the global artificial intelligence industry.
E Fund HKEX Tech 100 ETF (03456) is the world's first and currently the only ETF tracking the Hang Seng TECH 100 Index. It offers exposure to six major sectors: artificial intelligence, biotechnology and pharmaceuticals, electric vehicles and autonomous driving, information technology, the internet, and robotics. Its constituents include benchmark companies in the tech field such as Tencent Holdings, SMIC, BeiGene, CATL, and UBTech. The fund provides a balanced allocation between established leaders and growth companies, presenting an upgraded option for investing in Hong Kong's technology sector.
Market Performance and Outlook
Data from Wind shows that the Hang Seng TECH 100 Index has rebounded more than 12% from its recent low. Currently, with the rapid pace of technological iteration in the AI industry and the positive catalyst from this major conference, the growth potential of the AI and Hong Kong tech sectors continues to be unlocked. Utilizing E Fund AI ETF (03489) and E Fund HKEX Tech 100 ETF (03456) to gain exposure to these core assets represents a prudent strategy for capturing technology growth dividends and optimizing an investment portfolio.
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