恒生科技指数ETF（513180）成交额破34亿，资金低位抢筹热情高涨

Group 1 - The Hang Seng Tech Index opened lower and fell nearly 2.5%, with the Hang Seng Tech Index ETF (513180) following suit, showing significant declines in holdings such as Horizon Robotics, Xiaopeng Motors, SenseTime, Sunny Optical Technology, NIO, and BYD [1] - The Hang Seng Tech Index ETF (513180) experienced continuous premium trading, indicating increased buying interest at lower levels, with a trading volume exceeding 3.4 billion yuan, reflecting high trading activity [1] - The AI narrative initiated by DeepSeek has led to a revaluation of Chinese assets, with the Hong Kong stock market once leading global gains; future iterations of AI models or breakthroughs in AI applications could catalyze further advancements in the tech sector [1] Group 2 - According to Shenwan Hongyuan, future investment opportunities in Hong Kong stocks will not only focus on the Hang Seng Tech Index and large-cap companies but will also expand to high-quality companies across various sectors [2] - The firm emphasizes the importance of five factors: fundamentals, valuation, chips, policies, and market trading characteristics, predicting that investment opportunities will continue to spread in the second half of 2025, particularly in the broad growth sectors represented by internet technology and pharmaceuticals [2] - The focus on hard technology and new consumption is highlighted, with specific attention to the Hong Kong Consumption ETF (513230) and the Hang Seng Tech Index ETF (513180), which cover relatively scarce new consumption and technology leaders compared to A-shares [2]