【资金追逐科技类ETF 互联网主题基金大幅上涨】金十数据3月10日讯，上周，港股涨势如虹。在“AI+”产业链持续爆发的背景下，港股互联网科技板块领跑市场。分析人士认为，互联网公司估值已跌至低位，估值修复是大概率事件。ETF市场方面，上周149只ETF复权单位净值上涨超5%，其中9只ETF涨幅超10%。从主题上看，互联网科技ETF霸屏涨幅榜，包揽涨幅前14名。华夏、华安恒生互联网科技业ETF涨幅居前，依次为12.03%、11.89%；易方达、华宝、富国、博时中证港股通互联网ETF复权单位净值涨幅均超11%。国联民生证券认为，随着港股整体估值进一步修复，基本面的重要性或逐步提升。尽管科技叙事和流动性宽松预期延续，但市场或逐渐分化，由科技主题普涨演绎至优质板块和个股跑赢。互联网龙头公司在AI领域的资本开支提速，进一步带动产业链上下游发展。
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