Recently, the AI application sector has been performing strongly, driving further gains in the Hong Kong technology sector and attracting significant market capital to deploy into core Hong Kong tech assets via ETFs. Wind data shows that the popular product, the Hang Seng Tech ETF (513130), has experienced net capital inflows for four consecutive trading days (1/7-1/12), absorbing a total of 25.96 billion yuan. This concentrated inflow has boosted its trading volume significantly, with an average daily turnover of 5.313 billion yuan since the start of 2026, making it the only ETF tracking the Hang Seng Tech Index with an average daily turnover exceeding 5 billion yuan during this period, and surpassing its full-year 2025 average of 5.113 billion yuan.
The notable rise in attention on the AI application field stems from a dual catalyst: the listing of industry bellwether companies and the broadening of new AI application scenarios. On one hand, two major domestic large model companies listed in Hong Kong have been fervently pursued by capital, setting a new value direction for the industry and potentially accelerating the realization of AI's commercial value. On the other hand, new application formats, represented by GEO and AI comic series, are fostering business models and market potential in the two major fields of advertising/marketing and content production, providing crucial support for the industry's value chain.
It is reported that the Hang Seng Tech Index, which the Hang Seng Tech ETF (513130) closely tracks, is one of the representative indices of the Hong Kong technology market, aggregating a group of technology companies with core competitiveness and development potential. Its top five constituents are Meituan-W, SMIC, Tencent Holdings, NetEase, and Alibaba-W. These enterprises possess deep technical expertise and extensive business operations in cutting-edge fields like the internet, mobile payments, cloud computing, and artificial intelligence, and are industry leaders in areas such as large model development and AI application implementation, positioning them to benefit from the current wave of AI application deployment.
Beyond the AI application catalyst, the recent initiation of an antitrust investigation into the food delivery sector is expected to alleviate profit pressures on internet platforms, while the appreciation of the Renminbi may sustain a loose liquidity environment for Hong Kong stocks. The Hong Kong technology sector might currently be at a pivotal moment characterized by improving fundamentals and relatively ample liquidity. Among the options, the Hang Seng Tech ETF (513130) is one of the market's more recognized tools for allocating to the Hong Kong tech sector. According to the fund's latest interim report for 2025, it had over 220,000 holder accounts at the end of the reporting period. As a mainstream allocation tool, the Hang Seng Tech ETF (513130) features a large scale, good liquidity, supports intraday T+0 trading, and has a management fee rate of only 0.2%, potentially suitable for investors seeking low-cost exposure to Hong Kong tech assets. Off-exchange investors can also consider its feeder fund.
The fund manager of the Hang Seng Tech ETF (513130), Huatai-PineBridge Fund, is one of China's first batch of ETF managers. The largest ETF in the A-share market, which it built, the Huatai-PineBridge CSI 300 ETF (510300), officially began using its new on-exchange abbreviation "CSI300ETF Huatai-PineBridge" starting January 9, 2026. This product's latest size reached 438.480 billion yuan, exhibits high market activity, and is the sole underlying asset for the SSE CSI 300 ETF options. Furthermore, an announcement stated that the CSI300ETF Huatai-PineBridge (510300) will implement a cash dividend, distributing 1.23 yuan per 10 fund units. Based on the latest fund unit count, the total dividend amount may approach 11 billion yuan, potentially setting a new record for a single dividend payout by a domestic ETF.
Note: ① Intraday T+0 refers to the exchange trading mechanism; ② When subscribing for or redeeming fund units, the subscription/redemption agent broker may charge a commission of up to 0.5%, which includes relevant fees charged by the stock exchange and registration institutions. The above is extracted from the product legal documents. 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 matching your own risk tolerance based on the results. A fund's past performance 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 fund's specific details. This fund may invest in overseas securities markets and, in addition to general investment risks similar to those of domestic securities investment funds, will also face special investment risks such as exchange rate risk and overseas securities market risk. The index is compiled and published by Hang Seng Indexes Company Limited, to whom the index's ownership belongs. Hang Seng Indexes Company Limited 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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