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资金逆势布局!恒生科技ETF(513130)连续两日获资金净流入!
Xin Lang Cai Jing·2025-07-04 06:42

Group 1 - The core viewpoint of the articles highlights the recent adjustments in the Hong Kong technology sector, with market funds taking the opportunity to invest in the Hang Seng Technology ETF (513130), which saw a net inflow of 404 million yuan on July 3 [1] - The Hang Seng Technology ETF (513130) has shown positive growth in both shares and scale, reaching 37.726 billion shares and 26.201 billion yuan as of July 3, with a year-to-date increase of 31% compared to the beginning of the year [1] - The Hang Seng Technology Index, which the ETF closely tracks, includes 30 Hong Kong-listed companies related to technology, with major constituents being Xiaomi Group-W, NetEase-S, Tencent Holdings, Alibaba-W, and BYD Company, all of which are leaders in the internet and technology manufacturing sectors [1] Group 2 - The current price-to-earnings (P/E) ratio of the Hang Seng Technology Index is 19.86 times, which is significantly lower compared to the Nasdaq 100's 35.48 times, indicating potential for valuation uplift [1] - According to Huatai Securities, foreign capital is no longer flowing out of the Hong Kong market, with an increase in foreign investment in AI technology and new consumption sectors since early this year [2] - The anticipated return of foreign capital and increased southbound trading is expected to provide additional funding for the Hong Kong technology sector, with a focus on core assets such as the Hang Seng Technology ETF (513130) [2]