--- title: "The acceleration of AI application implementation, how to quickly layout new technology in Hong Kong stocks? The E Fund (159196) CSI HK Connect Information Technology ETF is receiving much attention" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/281452591.md" description: "The Hong Kong Stock Connect Information Technology ETF E Fund (159196) has attracted attention due to the surge in demand for AI computing power in China, with the average daily Token call volume expected to exceed 140 trillion by 2026. The commercialization process of AI applications is accelerating, with significant revenue growth for related companies such as Claude and KNOWLEDGE ATLAS. The Hong Kong stock market has gathered numerous AI application layer companies, becoming the core battleground for investing in AI application dividends. This ETF focuses on AI computing power and applications, covering industries such as semiconductors and software services, with concentrated investments in companies like Semiconductor Manufacturing International Corporation and HUA HONG SEMI" datetime: "2026-04-02T02:04:12.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281452591.md) - [en](https://longbridge.com/en/news/281452591.md) - [zh-HK](https://longbridge.com/zh-HK/news/281452591.md) --- > 支持的语言: [English](https://longbridge.com/en/news/281452591.md) | [繁體中文](https://longbridge.com/zh-HK/news/281452591.md) # The acceleration of AI application implementation, how to quickly layout new technology in Hong Kong stocks? The E Fund (159196) CSI HK Connect Information Technology ETF is receiving much attention Technology Trend 1: China's AI computing power demand is surging. According to statistics from the National Bureau of Statistics, as of March 2026, the daily average token call volume in China has exceeded 140 trillion, an increase of over 1,000 times compared to 100 billion at the beginning of 2024, indicating rapid growth in computing power demand. At the same time, data from OpenRouter shows that the token call volume of China's large models will experience explosive growth globally in 2026, with models like Minimax and Deepseek ranking among the top in the world, highlighting investment opportunities in AI computing hardware. Technology Trend 2: The monetization capability of AI applications has significantly improved, and AI implementation is entering an acceleration phase. With the emergence of AI programming application scenarios, the commercialization process of global AI models has significantly accelerated. According to the latest data from March 2026, the annual recurring revenue (ARR) of Anthropic, the company behind Claude, has surpassed USD 19 billion, up from USD 14 billion in February. Meanwhile, the ARR of the domestic model Zhipu has also increased 60 times year-on-year to USD 250 million. This marks a shift of AI applications from technological exploration to commercial implementation, bringing enormous value realization opportunities for related application-layer enterprises. 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 risk sentiment can marginally improve, the investment cost-effectiveness will be more prominent. On the other hand, the Hong Kong stock market gathers a large number of leading enterprises in the "AI application layer," making it a core battleground for sharing the dividends of AI applications. Which index is most aligned with "AI computing power + AI applications + Hong Kong technology"? The E Fund CSI HK Connect Information Technology Composite ETF (159196): This ETF tracks the CSI HK Connect Information Technology Composite Index, focusing on Hong Kong stocks related to AI computing power and AI applications. The industry distribution focuses on semiconductors, software services, and information technology equipment, corresponding to AI computing power, AI software applications, and AI hardware terminals, respectively. It concentrates on investments in Hong Kong's new AI technologies such as SMIC, HUA HONG SEMI, Lenovo Group, UBTECH, and Kingdee International, to meet the current development trend of "surging computing power demand + AI application implementation." ### 相关股票 - [HUA HONG SEMI (01347.HK)](https://longbridge.com/zh-CN/quote/01347.HK.md) - [KNOWLEDGE ATLAS (02513.HK)](https://longbridge.com/zh-CN/quote/02513.HK.md) - [Hua Hong (688347.CN)](https://longbridge.com/zh-CN/quote/688347.CN.md) - [E Fund CSI HK Connect Information Technology Composite ETF (159196.CN)](https://longbridge.com/zh-CN/quote/159196.CN.md) - [SMIC (688981.CN)](https://longbridge.com/zh-CN/quote/688981.CN.md) - [SMIC (00981.HK)](https://longbridge.com/zh-CN/quote/00981.HK.md) ## 相关资讯与研究 - [Hua Hong Semiconductor Wins SSE Acceptance for Share-Issuance Acquisition Plan](https://longbridge.com/zh-CN/news/281182290.md) - [OpenClaw effect: explosion in AI token use adds fuel to Chinese AI development](https://longbridge.com/zh-CN/news/280792478.md) - [What Zhipu and MiniMax’s first post-IPO earnings say about the 2 AI start-ups](https://longbridge.com/zh-CN/news/281474299.md) - ["The New Era of Tokens": Ten Questions and Answers about China's AI Industry](https://longbridge.com/zh-CN/news/281014143.md) - [What is Yuanjie, the Chinese chipmaker whose share price has soared nearly 900%?](https://longbridge.com/zh-CN/news/280945244.md)