Group 1 - The Hong Kong technology index rose by 1% on July 11, with the Hang Seng Hong Kong Stock Connect China Technology Index strengthening [1] - The Hong Kong Technology 30 ETF (513160) saw a trading volume exceeding 120 million yuan and a turnover rate over 9%, indicating active trading [1] - Notable gainers among constituent stocks included SenseTime-W, which rose by 4%, along with other stocks like Zhongxu Future, Alibaba-W, China Software International, and Huahong Semiconductor [1] Group 2 - The Hong Kong Technology 30 ETF (513160) experienced net inflows for 3 out of the last 5 days, accumulating over 140 million yuan [2] - The Hong Kong stock market has seen a significant increase in equity financing, with a total of 287.98 billion HKD raised this year, marking a year-on-year increase of 350.56% [2] - In the first half of the year, 42 IPOs were completed in the Hong Kong market, raising over 107 billion HKD, which is approximately 22% more than the total for the previous year, making it the top market globally for IPOs [2] Group 3 - Guosen Securities indicated that the Hong Kong technology sector is currently at the peak of the AI innovation wave, with the next 3-4 years expected to be a phase of application and monetization of AI technology [3] - Historical data from the U.S. stock market suggests that during previous technology revolutions, the Nasdaq index showed significantly higher average returns, a trend that is anticipated to reflect in the Hong Kong technology sector as well [3] - The Hong Kong technology sector includes major participants in the AI technology revolution, such as internet, consumer electronics, semiconductors, and software, all of which are expected to benefit from AI development opportunities [3]
港股科技30ETF（513160）涨超1%，商汤-W涨4%，机构：港股科技显著受益于AI的发展机遇