Group 1 - The core viewpoint is that Hong Kong stocks have significantly outperformed global indices in the first half of the year due to strong performance and reasonable valuations [1] - Four main drivers for this performance include: strong earnings from sectors such as technology, internet, pharmaceuticals, and new consumption; increased share buybacks by companies to enhance shareholder returns; a continuous influx of new IPOs injecting vitality into the Hong Kong market; and a weaker US dollar along with geopolitical conflicts prompting a reassessment of the long-term investment value of Hong Kong stocks [1] - The risk associated with Hong Kong stocks is primarily external rather than internal, with expectations for continued excess returns [1] Group 2 - The Hong Kong Technology ETF (code: 513020) tracks the Hong Kong Stock Connect Technology Index (code: 931573), which is compiled by China Securities Index Co., Ltd. This index selects up to 50 high-quality companies from the technology sector listed within the Stock Connect range [1] - The index aims to comprehensively reflect the overall performance of securities from listed companies in the technology sector that can be invested through the Stock Connect channel, with constituent stocks showing significant growth potential and market volatility characteristics [1] - Investors without stock accounts can consider the Cathay China Securities Hong Kong Stock Connect Technology ETF Initiated Link C (015740) and Link A (015739) [1]
港股长期投资价值或重估,资金积极布局,港股科技ETF(513020)连续2日净流入总额超6000万元
Mei Ri Jing Ji Xin Wen·2025-07-04 06:22