主动基金大幅赠配港股科技龙头，港股通科技ETF(513860)成交放大

Group 1 - In Q1 2025, active funds significantly increased their allocation to the Hong Kong stock market and technology sector, with the allocation ratio reaching a historical high of 18.9%, up 4.5% from the previous quarter, totaling 313.1 billion yuan [1] - Major technology companies such as Alibaba, Tencent, SMIC (H), and Xiaomi saw substantial increases in allocation, while Meituan and CNOOC experienced reductions [1] - The CSI Hong Kong Stock Connect Technology Index includes 50 large-cap, high R&D investment, and high revenue growth technology companies, reflecting the overall performance of technology leaders in the Hong Kong Stock Connect [1] Group 2 - As of March 31, 2025, the top ten weighted stocks in the CSI Hong Kong Stock Connect Technology Index accounted for 71.87% of the index, including Xiaomi, Alibaba, BYD, Tencent, and Meituan [2] - On April 24, 2025, the CSI Hong Kong Stock Connect Technology Index rose by 0.06%, with the corresponding ETF experiencing a turnover of 7.61% and a transaction volume of 114 million yuan [2] - The latest size of the Hong Kong Stock Connect Technology ETF reached 1.467 billion yuan, marking a one-month high, ranking second among comparable funds [2] Group 3 - The latest share count for the Hong Kong Stock Connect Technology ETF reached 2.163 billion shares, a one-year high, ranking second among comparable funds [3] - The ETF saw a net inflow of 18.5177 million yuan, with a total of 19.162 million yuan accumulated over the last five trading days [3] - Recommendations include focusing on consumer and internet sectors benefiting from AI, as well as defensive sectors like essential consumption and utilities, which are less affected by external factors [3] Group 4 - The Hong Kong Stock Connect Technology ETF and its offshore links facilitate investors in easily accessing the Hong Kong technology sector [5]