Group 1 - Recent fluctuations in the Hong Kong stock market have seen a collective pullback in automotive and large technology stocks, while funds are actively seeking opportunities in the Hong Kong technology sector [1] - According to Wind data, the E Fund Hang Seng Technology ETF (513010) has recorded a net inflow of nearly 900 million yuan this week, with its product scale surpassing 13 billion yuan, setting a historical high [1] - CITIC Securities research indicates that after a rapid performance in some A-share industries with fundamental support, the previously lagging Hong Kong stocks highlight the characteristics of valuation gaps [1] Group 2 - Long-term funds, represented by insurance capital, are currently under significant allocation pressure, suggesting that despite a rise in HIBOR rates and the Hong Kong dollar remaining near the weak side guarantee against the US dollar, the Hong Kong stock market will not lack incremental funds [1] - The Hang Seng Technology Index consists of the 30 largest stocks related to technology themes listed in Hong Kong, including major companies like Xiaomi, Tencent, Meituan, and Alibaba, with the current rolling price-to-earnings ratio below the 20th percentile since its launch in 2020 [1] - Investors can conveniently access leading Hong Kong technology stocks through products like the E Fund Hang Seng Technology ETF (513010) [1]
港股回调显配置机会?恒生科技ETF易方达本周“吸金”9亿,规模突破130亿元
Mei Ri Jing Ji Xin Wen·2025-08-01 07:10