Hong Kong AI names keep charging higher, while Samsung CSI China Dragon Internet ETF (02812.HK) slides 2.30%.

NewTimeSpace ：Wind data: A-share-linked apps remain the morning’s leaders. As of 11:11 a.m. on 12 Jan 2026, Samsung CSI China Dragon Internet ETF (02812.HK) has shaken off early softness and is now 2.34% higher, while Kuaishou-W has added more than 4%.

02812.HK is a passive ETF managed by Samsung Asset Management that tracks the CSI Global China Internet Index. Its ~30 top holdings span Tencent, Alibaba, Meituan and other offshore-listed China internet leaders; the fund uses full replication, accesses A-shares via Stock Connect and pays annual distributions in HKD—offering one-ticket exposure to the long-term growth of China’s internet sector.

J.P. Morgan (note dated 5 Oct 2026, “Kuaishou (01024.HK) – Among the World’s Cheapest AI Plays”) argues the company is already a front-runner in generative AI. At 12× 2026E EPS and an expected 2026-27 net-profit CAGR of 21%, the bank calls it “one of the cheapest AI stocks globally.”

Goldman Sachs echoes the view, saying Kuaishou’s December 2025 model upgrade and new features for its Keling AI should attract more overseas users and lift revenue, potentially raising FY-26 top-line forecasts and supporting the share price (Citi, “China Internet 1H-26 Outlook,” 1 Dec 2025).

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