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港股科技ETF（513020）涨超2%，一键集齐港股互联网+医药+芯片+汽车等科技龙头股，连续10日净流入额超7亿元
Mei Ri Jing Ji Xin Wen·2025-07-16 02:41

Group 1 - The core viewpoint of the news highlights the recent surge in Hong Kong technology stocks, driven by Nvidia's CEO announcement regarding the sale of H20 chips in China and strong performance from the telecommunications sector [1] - The Hong Kong technology ETF (513020) has seen a nearly 2.5% increase today, with continuous inflows over the past 10 days exceeding 700 million yuan, and a year-to-date increase in shares of 300% [1] - The ETF tracks the CSI Hong Kong Stock Connect Technology Index, which includes major tech stocks such as Alibaba, Xiaomi, Tencent, Meituan, Lenovo, BYD, and SMIC, making it a prime target for investors looking to capitalize on the rebound in Hong Kong stocks [1] Group 2 - The top ten constituents of the CSI Hong Kong Stock Connect Technology Index include Xiaomi Group (11.26% weight), Tencent Holdings (9.87%), BYD (9.53%), Alibaba (9.51%), and Meituan (8.58%) [2] - The CSI Hong Kong Stock Connect Technology Index has outperformed other Hong Kong tech indices, with a cumulative increase of 47.47% since 2018, compared to -8.76% for the Hong Kong Internet Index and -2.14% for the Hang Seng Tech Index [3] - Over the past year, the CSI Hong Kong Stock Connect Technology Index has risen by 68.59%, while the Hong Kong Internet Index and Hang Seng Tech Index have increased by 56.26% and 43.61%, respectively [4] Group 3 - CITIC Securities anticipates that macroeconomic factors, AI developments, and market structure will drive a continued rebound in Hong Kong stocks in the second half of the year, despite potential impacts from tariff policies [5] - The firm expects that the listing of quality companies in Hong Kong will enhance market asset quality and liquidity, with a projected upward trend in the third quarter and potential earnings upgrades in the fourth quarter due to domestic growth policies and AI industry catalysts [5] - Investors interested in Hong Kong technology can consider the Hong Kong Technology ETF (513020) for investment opportunities [5]