On January 11, 2024, the three major indexes of Hong Kong stocks collectively opened higher, and the Hang Seng Index rose 035%, the Hang Seng Tech Index rose 018%, the state-owned enterprises index rose 024%。Among the mainstream ETFs, the Hang Seng TECH Index ETF (513180) reached a high level after the opening**, once rising more than 1%. Among the holding stocks, the Internet giant Meituan repurchased for the first time, boosting market sentiment and rising more than 4% intraday; Coincidentally, Kingdee International opened higher today, once rising more than 4%.
Specifically, since the beginning of this year, Kingdee International has repurchased more than 3.62 million shares and the cumulative repurchase amount has exceeded HK$36.44 million. In addition, Kingdee International, as an AI concept stock in the Hang Seng TECH Index ETF (513180), has also been boosted by the news of the 2024 CES conference recently.
Zhongtai ** believes that a new round of artificial intelligence ten-year technology and industrial revolution has been opened, short-term adjustment does not affect the long-term investment opportunities of the industry, the current overseas has begun to enter the stage of commercial landing, ChatGPT and other phenomenal explosive products appeared, Microsoft and other software giants have also launched commercial products, waiting for the continuous verification of data; In the short term, the computing power in China is the most certain, and model training will drive the demand for training computing power, and the large-scale rise of applications in the future will also drive the demand for inference computing power. The large model is still in the stage of rapid iteration, and the future space is large and the pattern will converge, and the application side has the largest long-term space, and manufacturers are blooming. Office scenarios such as ERP in AI applications may focus on Kingdee International.
Related ETFs: Hang Seng TECH Index ETF (513180), which focuses on AI models and AI applications
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