Group 1 - The Hong Kong stock market opened lower on July 30, with the Hang Seng Tech Index dropping over 2% at one point, while the largest ETF tracking this index also experienced fluctuations [1] - Southbound capital has been a significant source of inflow into the Hong Kong market this year, with a net purchase of HKD 12.72 billion on July 29, bringing the total net inflow to over HKD 840 billion, a record high for the year [1] Group 2 - Ping An Securities highlights that the Hong Kong market still has low valuations and increasing trading activity under the "profit-making effect," maintaining a positive medium to long-term outlook [2] - The latest valuation of the Hang Seng Tech Index ETF (513180) is 22.16 times P/E, which is below 76% of the time since its inception, indicating that the index is still relatively undervalued [2] - Suggested sectors for investment include technology (AI, robotics, semiconductors), innovative pharmaceuticals, low-risk dividend sectors (coal, oil, gas, telecom), and consumer sectors (apparel, dining) that are currently undervalued [2]
恒生科技指数大幅回调！南向资金“跑步入场”，昨日净买入港股超100亿港元
Mei Ri Jing Ji Xin Wen·2025-07-30 02:16