Amid the global wave of artificial intelligence, "AI content" has become a crucial metric for measuring investment opportunities.

China Asset Management pointed out that the reason why the Hang Seng Tech Index has become the "vanguard" of Hong Kong stocks may lie in its unique composition of constituent stocks. First, the chip and semiconductor sector is strong: the Hang Seng Tech Index includes two major wafer manufacturing leaders, SMIC and Huahong Semiconductor, as well as the packaging leader ASMPT, with these three accounting for a combined weighting of 8.65%.

Second, leading companies in intelligent driving are gathered: among the constituent stocks of the Hang Seng Tech Index, BYD (002594), "Nio, Xpeng, and Li Auto," Horizon Robotics, and Sunny Optical Technology are all leading companies in the intelligent driving industry chain, with a combined weighting of 16.4% (including Xiaomi Group, the combined weighting reaches 23.71%).

Against the backdrop of intensifying global tech competition and an urgent need for independent innovation, the Hang Seng Tech Index is expected to usher in its own "highlight moment." "From a medium- to long-term perspective, the rise of China's tech industry is unstoppable, and the 'catch-up rally' of the Hang Seng Tech Index, which encompasses China's core tech assets, may have just begun," China Asset Management stated.

In terms of products, the Hang Seng Tech Index ETF (513180) supports T+0 trading. The underlying index includes 30 leading Hong Kong tech companies, covering both software and hardware technologies, with its holdings deeply focused on the upstream, midstream, and downstream of the AI industry chain. As expectations for interest rate cuts rise, coupled with continuous inflows of southbound capital, Hong Kong stocks may experience resonance between domestic and foreign capital, and the highly elastic Hang Seng Tech Index is expected to benefit significantly.

Additionally, the Hang Seng Internet ETF (513330) supports T+0 trading. The underlying index focuses on the internet platform economy, covering major internet companies such as Tencent, Alibaba, Meituan, Kuaishou, Baidu, and JD.com. Internet giants account for up to 90% of the weighting, with the top five constituent stocks exceeding 60%. The index has high sharpness, with an AI content of 97% and a DeepSeek content of 86%, making it an excellent tool for investors to allocate to core AI + internet assets. (Class A: 013171; Class C: 013172).

With continuous net inflows of capital and the rise of the Hong Kong stock market, the total scale of China Asset Management's Hong Kong stock ETFs has exceeded RMB 100 billion, making it the first fund manager in the market to achieve a scale of over RMB 100 billion in Hong Kong stock ETFs. China Asset Management's Hong Kong stock ETFs not only have the largest scale but also a comprehensive layout, with the highest number of Hong Kong stock ETF funds, reaching 14, covering broad-based, tech, healthcare, dividend, and other sectors. As of August 22, the flagship product, the Hang Seng Tech Index ETF (513180), has reached a scale of RMB 37 billion, and the Hang Seng Internet ETF (513330) has reached RMB 27.7 billion.