Workflow
估值洼地+产业变革,资金抢筹布局港股科技板块,港股科技ETF(513020)连续5日净流入总额超3亿元
Mei Ri Jing Ji Xin Wen·2025-07-11 01:41

Group 1 - The core viewpoint is that the Hong Kong technology sector is currently at a convergence of "valuation trough" and "industrial transformation," with increasing investment interest driven by policy, technology, and capital factors [1] - The Hong Kong technology ETF (513020) has seen a net inflow of over 300 million yuan over the past five days, indicating strong investor interest [1] - Bloomberg analysts expect the EPS of the Hang Seng Technology Index to rise year-on-year from 2025 to 2027, suggesting a potential "valuation recovery" and "profit growth" scenario [1] Group 2 - Southbound funds and foreign capital are providing liquidity support for the Hong Kong market, enhancing the investment environment for the technology sector [1] - The index tracked by the Hong Kong technology ETF consists of up to 50 high-quality companies selected from the technology sector listed under the Stock Connect program, reflecting the overall performance of investable technology companies [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF linked funds (015740 and 015739) for exposure to this sector [1]