Xin Lang Cai Jing·2025-06-18 03:07Group 1 - The core viewpoint of the news is the signing of the "Shanghai-Hong Kong International Financial Center Collaborative Development Action Plan," which aims to enhance cooperation between Shanghai and Hong Kong in various financial sectors, including market connectivity and cross-border financial services [1] - The action plan emphasizes the application of artificial intelligence and blockchain technology in asset management, insurance, and settlement scenarios, while also supporting the development of innovative enterprises through financial policies [1] - The Guangfa Hang Seng Hong Kong Stock Connect Technology Theme ETF is currently being launched with a fundraising cap of 3 billion RMB, focusing on 30 Hong Kong-listed technology companies, which collectively have a market capitalization exceeding 10.7 trillion HKD, accounting for approximately 13% of the total market capitalization of Hong Kong stocks [1] Group 2 - CITIC Securities suggests that the second half of 2025 should focus on breakthrough opportunities in emerging industries, particularly in the technology sector, highlighting potential investment opportunities in innovative drugs, new materials, semiconductor equipment, and core industrial software [2] - Guangfa Securities notes that the premium center of China's technology industry continues to rise over the long term, indicating that the capital market consistently recognizes the value of the technology sector, with an upward slope in the premium center [2]