5月19日(周二)，恒生科技盘初上涨，成分股中，阿里巴巴-W、百度集团-SW、哔哩哔哩-W等股价齐反弹。消息面上，百度集团公布一季度业绩，AI收入占比过半；哔哩哔哩将于今晚(周三)公布业绩。东吴证券指出，AI科技行情继续，有望从上游硬件轮动到中下游应用。港股市场在互联网平台、AI应用及生态场景方面具备较强代表性，相关科技权重股有望受益于本轮AI行情扩散。建议关注AI产业链扩散带来的成长机会，尤其是互联网平台、软件、AI应用等方向的阶段性弹性。相关ETF关注恒生互联网ETF华夏(513330.SH)，在A股上市，支持T+0日内交易。该指数是港股市场AI含量最高(达95%)、覆盖标的最全(含未纳入港股通的百度、京东、网易、万国数据)的指数，全面覆盖阿里巴巴、腾讯控股、小米集团、美团、网易等港股上市的互联网大厂，也覆盖哔哩哔哩、金山云、美图公司等软件和应用龙头。场外投资者也可以逢低定投华夏恒生互联网ETF联接C(013172.OF)。
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