1月28日午后，港股科网股集体拉升，腾讯控股、阿里巴巴、美团-W、网易-S、快手-W等加速上涨，恒生互联网ETF(513330.SH)盘中涨近2%。此前，恒生互联网ETF(513330.SH)连续十余个交易日获得资金净流入。自10月以来，A股科技代表性指数创业板指、科创50指数先后突破前高，而恒生科技、恒生互联网科技由于流动性抽水，最大回撤-20%。当前再看港股科技板块，兴业证券表示：其低迷估值已计入了消费业务的悲观预期，而AI业务并未被给予很高的预期。随着春节前后AI应用加速落地，结合A股政策上调融资保证金比例，引导市场回归理性，资金注意力有望向估值更具吸引力、有AI应用催化的港股市场转移。投资工具方面，关注恒生互联网ETF(513330.SH)及其联接C(013172)。相比港股通互联网ETF，恒生互联网ETF的优势在于，除了覆盖阿里巴巴-W、腾讯控股，还囊括未在港股通范围内的百度集团-SW、京 东集团-SW、网易-S、万国数据-SW等，其BAT合计含量为同类最高，即阿里巴巴、腾讯控股、百度集团的合计持仓比重达36%。恒生互联网ETF在内地证券交易所上市，A股投资者可直接参与。
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