据国家数据局统计，截至2026年3月，我国日均Token调用量已超140万亿，相比2024年初增超1000倍。与此同时，全球AI模型商业化进程显著提速，OpenRouter数据显示，国产大模型在2026年迎来爆发式增长，Minimax、DeepSeek等模型调用量排至全球前列。市场分析认为，一方面，港股作为国际定价市场，对地缘变化较为敏感，若风偏能够边际好转则投资性价比更为突出；另一方面，港股市场汇聚了大量“AI应用层”的龙头企业，是分享AI应用红利的核心阵地。中证港股通信息技术综合指数聚焦港股AI算力及AI应用标的，行业分布上聚焦半导体、软件服务以及资讯科技器材，分别对应AI算力、AI软件应用以及AI硬件终端，成份股包括中芯国际、华虹半导体、联想集团、优必选、金蝶国际等，契合“算力需求井喷+AI应用落地”背景下的发展趋势。港股通信息技术ETF易方达(159196)跟踪该指数，可助力投资者一键布局AI新科技投资机遇。
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