Group 1 - The Hong Kong technology sector is at a convergence point of "valuation trough" and "industry transformation," with policy, technology, and capital driving significant enhancement in allocation value [1] - Southbound funds and foreign capital are improving the liquidity of the sector, while dual benefits from industrial support and capital market reforms are boosting market confidence from both profitability and valuation perspectives [1] - Bloomberg consensus forecasts indicate that the EPS of the Hang Seng Technology Index is expected to maintain an upward trend from 2025 to 2027, suggesting a potential "valuation repair" and "profit growth" scenario, referred to as a Davis double-click [1] Group 2 - The Hong Kong Technology ETF (code: 513020) tracks the Hong Kong Stock Connect Technology Index (code: 931573), which selects up to 50 quality companies from the technology sector listed within the Stock Connect range [1] - The index aims to comprehensively reflect the overall performance of securities of technology companies that can be invested through the Stock Connect channel, with constituent stocks showing significant growth potential and market volatility characteristics [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiator Link C (015740) and Link A (015739) [1]
港股科技板块午后领涨,港股科技ETF(513020)涨超1.5%,连续5日流入超3.7亿元
Mei Ri Jing Ji Xin Wen·2025-07-16 06:37