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资金逆势布局恒生科技指数,关注恒生科技ETF(513130)配置窗口期
Jie Mian Xin Wen·2025-03-24 06:59

Core Insights - The Hang Seng Technology Index has seen significant capital inflow despite recent market corrections, with a total net inflow of 7.253 billion yuan since March, as of March 21 [1] - The Hang Seng Technology ETF (513130) has attracted over 2.4 billion yuan in net inflow, making it one of the few products with such inflow, and it supports T+0 trading, appealing to many investors [1] - The ETF closely tracks the Hang Seng Technology Index, which encompasses various segments of the AI industry, including infrastructure, model development, commercial applications, and terminal ecosystems [1] Market Performance - As of March 21, the Hang Seng Technology Index has a current TTM price-to-earnings ratio of 23.23, which is within the historical low range of 24% over the past decade, indicating potential for valuation uplift [1] - The main targets related to AI technology are primarily concentrated in the Hong Kong stock market, suggesting a favorable outlook for Chinese technology assets in the medium to long term [1] Fund Management - The manager of the Hang Seng Technology ETF, Huatai-PB Fund, is one of the first ETF managers in China with over 18 years of operational experience, having developed the largest ETF product in the domestic market, the CSI 300 ETF (510300) [1]