AI application implementation accelerates, how to quickly deploy Hong Kong stocks' new technology? Hong Kong Stock Connect Information Technology ETF E Fund (159196) is highly regarded

Technology Trend 1: China’s AI computing power demand surges.

According to the National Bureau of Statistics, as of March 2026, China’s daily token call volume has exceeded 140 trillion, more than 1,000 times the 100 billion at the beginning of 2024, with rapidly increasing computing power demand. Meanwhile, data from OpenRouter shows that globally, the token call volume for Chinese large models experienced explosive growth in 2026, with models like Minimax and Deepseek ranking among the top worldwide, highlighting investment opportunities in AI hardware.

Technology Trend 2: AI application monetization capability significantly improves, and AI deployment enters an accelerated phase.

With the emergence of AI programming application scenarios, the global commercialization process of AI models has accelerated markedly. According to the latest data from March 2026, the annual recurring revenue (ARR) of Anthropic, the company behind Claude, has surpassed $19 billion, up from only $14 billion in February. Meanwhile, domestic model Zhipu’s ARR has also increased 60-fold year-over-year to $250 million. This indicates that AI applications are moving from technological exploration to commercial implementation, creating huge value realization potential for related application-layer companies.

Why choose Hong Kong stocks?

On one hand, as an international pricing market, Hong Kong stocks have historically been more sensitive to geopolitical influences; if geopolitical conditions improve marginally, investment value becomes more prominent. On the other hand, the Hong Kong stock market gathers many leading companies in the “AI application layer,” making it a core hub for sharing AI application dividends.

Which index best fits “AI computing power + AI applications + Hong Kong tech stocks”?

Hong Kong Stock Connect Information Technology ETF E Fund (159196): Tracks the CSI Hong Kong Stock Connect Information Technology Composite Index, focusing on Hong Kong stocks related to AI computing power and AI applications. Industry distribution emphasizes semiconductors, software services, and information technology equipment, corresponding to AI computing power, AI software applications, and AI hardware terminals, respectively. The ETF concentrates on Hong Kong tech stocks like SMIC, Huahong Semiconductor, Lenovo Group, UBTECH, and Kingdee International, aligning with the current trend of “surging computing power demand + AI application deployment.”