5月6日早盘，A股港股市场聚焦AI国产算力方向，芯片ETF、信创ETF等冲击涨停，恒生互联网ETF华夏(513330.SH)则小幅上涨2%，权重股表现分化：阿里巴巴-W、百度集团-SW一度涨超3%，腾讯控股跌逾1%。展望后市，机构普遍对港股互联网大厂的电商业务后续表现持谨慎态度，但也同样认为：云计算、游戏等业务的景气度被市场低估。中金公司海外与港股策略团队最新看好“AI应用、AI硬件和模型持续迭代，将带动AI景气度上行，(互联网大厂)云计算持续受益”。华泰证券传媒团队则提示关注互联网大厂的新游进展：网易、腾讯重点游戏最新获批版号，包括网易的《遗忘之海》、腾讯的《弧光猎人》《洛克王国：精灵牌》。投资工具方面，没有港股或港股通权限的投资者，可以借道在A股上市的恒生互联网ETF华夏(513330.SH)布局。恒生互联网ETF华夏跟踪恒生互联网科技业指数，是全市场唯一全面覆盖中国AI大厂的指数，囊括阿里巴巴-W、腾讯控股、百度集团-SW、小米集团-W、美团-W、网易-S、快手-W、哔哩哔哩-W在内的港股上市公司。其中，阿里巴巴、百度集团旗下分别拥有国产芯片公司平头哥、昆仑芯。
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