$51WORLD(06651.HK) rose against the trend by about seven percentage points. In the context of a broad decline in Hong Kong tech stocks, the AI digital twin sector was instead singled out by capital for long positions. While also tagged with AI, storage and GPU stocks are being sold off, but digital twins are moving independently. Is this due to genuine incremental logic (expectations for industrial metaverse and spatial intelligence implementation) or simply a rotation of funds within the sector for risk aversion? In the short term, it looks more like the latter. On a broad down day, funds need a small, "still rising" sector to park in. Once overall market sentiment recovers, the sustainability of such counter-trend moves is usually not strong.