The AI application sector has continued its strong performance recently, becoming a key focus for market attention. On one hand, pure-play AI application industry bellwethers are listing in Hong Kong, potentially offering a more direct view of the AI application ecosystem and commercialization levels through their operational performance in the future. On the other hand, the accelerating iteration of AI models and the trend of declining costs are expected to drive the accelerated commercial implementation of AI applications, with market investment focus likely shifting from upstream computing power to downstream sectors such as education, finance, office work, media, and healthcare. (Data source: Hong Kong Exchanges and Clearing Limited, as of 2026/1/14)
Internet giants, leveraging their massive user bases and mature AI large language model technology reserves, are poised to play a leading role in the commercial application of AI. Consequently, the Hong Kong stock technology sector, which possesses scarce internet assets, has become a primary investment focus. Wind data shows that the popular product, the Hang Seng Tech ETF (513130), has experienced net capital inflows for six consecutive trading days (26/1/7-26/1/14), with a cumulative amount exceeding 26.69 billion yuan during this period. Simultaneously, trading activity has significantly increased, with yesterday's single-day turnover reaching 94.92 billion yuan, making it the only product tracking the Hang Seng Tech Index to exceed 90 billion yuan in daily turnover that day and setting a new high for single-day turnover since December 2025, highlighting its superior liquidity advantage. (Data source: Wind)
Furthermore, on the news front, a major Hong Kong-listed internet company's large language model product, Qianwen, is scheduled to hold a "Ask-Anything-Answered" product launch event at 10:00 AM on January 15, 2026. This launch is expected to introduce standalone application products for end-users, potentially further driving the deepening of the AI commercialization process.
It is reported that the Hang Seng Tech ETF (513130), which supports intraday T+0 trading, closely tracks the Hang Seng Tech Index, a representative index of the Hong Kong stock technology market. This index aggregates a group of technology companies with core competitiveness and growth potential. Its top five constituents are SMIC, Alibaba-W, Meituan-W, Tencent Holdings, and NetEase-S. These enterprises possess profound technological积累 and extensive business layouts in cutting-edge fields such as the internet, mobile payments, cloud computing, and artificial intelligence. They are industry leaders in areas like large model development and AI application implementation and are well-positioned to benefit from the current wave of AI application deployment opportunities. (Source for top five index constituents and data: Hang Seng Indexes Company, Wind, as of 2026/1/14. Mention of individual stocks is solely for illustrating the index's top constituents and does not constitute a recommendation or any investment advice.)
The fund manager of the Hang Seng Tech ETF (513130), Huatai-PineBridge Fund, is one of China's first batch of ETF managers. The firm's flagship product, the Huatai-PineBridge CSI 300 ETF (510300), which is the largest ETF by scale in the A-share market, officially began using its new on-market abbreviation "CSI300ETF Huatai-PineBridge" starting January 9, 2026. This product's latest scale has reached 429.7 billion yuan, indicating high market activity, and it is also the sole underlying asset for the SSE CSI 300 ETF options. Additionally, a fund dividend announcement stated that the CSI300ETF Huatai-PineBridge (510300) will implement a cash dividend, distributing a cash dividend of 1.23 yuan per 10 fund units. Based on the latest fund unit count, the total dividend amount this time may approach 11 billion yuan, potentially setting a new record for a single dividend payout by a domestic ETF. (Information source: Huatai-PineBridge, announcement date 26/1/11; scale data source: exchange, as of 26/1/14)
Note: ① Intraday T+0 refers to the exchange's trading mechanism; ② When investors subscribe for or redeem fund units, the subscription/redemption agent broker may charge a commission at a rate not exceeding 0.5%, which includes relevant fees charged by the stock exchange and registration机构. The above is excerpted from the product's legal documents, as of 26/1/14. Commission rates for secondary market trading are subject to the standards set by the investor's broker, and stamp duty is exempt.
Risk Warning: Funds carry risks, investment requires caution. If you intend to purchase related fund products, please pay attention to the relevant regulations on investor suitability management, complete a risk assessment in advance, and purchase fund products with a risk等级 that matches your own risk tolerance based on the assessment results. The past performance of a fund is not indicative of its future results. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Fund investment involves investment risks; please read the fund contract, fund prospectus, and product key facts statement carefully to understand the specific details of the fund. This fund may invest in overseas securities markets. In addition to bearing general investment risks similar to those of domestic securities investment funds, such as market volatility risk, it will also face special investment risks including exchange rate risk and overseas securities market risk. The index is compiled and published by Hang Seng Indexes Company, which owns the index. Hang Seng Indexes Company will take all necessary measures to ensure the accuracy of the index but does not guarantee this and shall not be liable for any errors in the index.
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