上周持续净流入2.1亿元！港股通科技ETF（513860）规模突破20亿元！

Group 1 - The core viewpoint is that the Hong Kong stock market, particularly the technology sector, is experiencing significant inflows and is positioned for potential growth due to favorable policies and market conditions [1][2] - The Hong Kong Stock Connect Technology ETF (513860) has seen a net inflow of 210 million yuan last week, with a total net inflow of 734 million yuan over the past three months and 872 million yuan year-to-date, reaching a total size of 2.159 billion yuan as of July 11 [1] - The report from Guosen Securities indicates a substantial inflow into Hong Kong Stock Connect constituent stocks, with an average daily fund intensity of 20.5 billion HKD per day last week, compared to 4.8 billion HKD per day the previous week [1] Group 2 - Huatai Securities highlights that the current Hong Kong technology sector is at the intersection of "valuation trough" and "industrial transformation," with a combination of policy, technology, and funding factors enhancing its investment value [2] - Bloomberg analysts predict that the EPS of the Hang Seng Technology Index will rise year-on-year from 2025 to 2027, indicating a potential "valuation recovery" and "profit growth" scenario [2] - The top ten weighted stocks in the CSI Hong Kong Stock Connect Technology RMB Index, which the Hong Kong Stock Connect Technology ETF closely tracks, account for 68.21% of the index, including major companies like Xiaomi, Tencent, and Alibaba [2]