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港股回调显配置机会?恒生科技ETF易方达(513010)本周“吸金”9亿,规模突破130亿元
Feng Huang Wang·2025-08-01 10:41

Core Viewpoint - The recent pullback in the Hong Kong stock market presents a reallocation opportunity, particularly in the technology sector, as evidenced by significant inflows into the Hang Seng Tech ETF [1] Group 1: Market Trends - The Hong Kong stock market has experienced a period of volatility, with automotive and large technology stocks undergoing collective corrections [1] - There has been a strong influx of capital into the Hong Kong technology sector, with the Hang Seng Tech ETF (E Fund, 513010) attracting nearly 900 million yuan in net inflows this week, pushing its total size to over 13 billion yuan, a historical high [1] Group 2: Investment Insights - According to a report from CITIC Securities, the Hong Kong stock market is currently characterized by valuation gaps, especially after rapid developments in some A-share sectors with solid fundamentals [1] - Long-term capital, particularly from insurance funds, is under significant pressure to allocate, suggesting that despite a rise in HIBOR rates and the Hong Kong dollar remaining weak against the US dollar, there will still be an influx of capital into the Hong Kong market [1] - The Hang Seng Tech Index comprises 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 inception in 2020 [1] - Investors are encouraged to consider the Hang Seng Tech ETF (E Fund, 513010) as a convenient way to gain exposure to leading technology stocks in Hong Kong [1]