机构称外资回流中国资产的第一站在港股，恒生科技指数ETF（513180）或迎内外资共振

Group 1 - The Hong Kong stock market opened higher on June 11, with the Hang Seng Tech Index ETF (513180) rising over 1.5%, driven by stocks like NIO, Xiaomi, BYD, JD.com, and BYD Electronics [1] - As of June 10, the Hang Seng Tech Index ETF (513180) has seen a cumulative increase of 22.51% since April 8, entering a technical bull market [1] - Institutions predict that investment opportunities in Hong Kong stocks will continue to expand in the second half of 2025, particularly in the broad growth sectors represented by internet technology and pharmaceuticals [1] Group 2 - As of June 10, southbound capital has net bought HK stocks amounting to HKD 6741.77 billion this year, which is 83.5% of the projected net buy of HKD 8078.69 billion for the entire year of 2024 [2] - China International Capital Corporation estimates that the relatively certain incremental southbound capital for the year is between HKD 200 billion to HKD 300 billion, with total inflows potentially exceeding HKD 1 trillion [2] - The current macroeconomic environment in China, which requires repair but has structural highlights, is favorable for Hong Kong stocks, as they offer stable returns through dividends and structural opportunities in new consumption, AI technology, and innovative pharmaceuticals [2] Group 3 - The focus on hard technology and new consumption in Hong Kong stocks includes the Hong Kong Consumption ETF (513230), which covers e-commerce and new consumption sectors that are relatively scarce compared to A-shares [3] - The Hang Seng Tech Index ETF (513180) includes core AI assets and encompasses technology leaders that are also relatively scarce in A-shares [3]