Group 1 - The Hong Kong stock market showed resilience with major indices recovering from initial declines, particularly the Hang Seng Tech Index which rose over 0.5% [1] - The Hang Seng Tech Index ETF (513180) followed the index's upward trend, with leading stocks such as Hua Hong Semiconductor, SMIC, Lenovo, and Xiaomi showing significant gains, while BYD, Alibaba, and Meituan experienced declines [1] - A report from 42 brokerage firms highlighted an increase in the number of recommended Hong Kong stocks, with 77 recommendations for 54 stocks in August, marking a 26.23% increase in recommendation counts and a 42.11% increase in the number of stocks compared to the previous month [1] Group 2 - As of August 1, the latest valuation of the Hang Seng Tech Index ETF (513180) was 21.23 times P/E, indicating it is in the lower valuation range historically, being below 82% of the time since its inception [2] - The Hang Seng Tech Index is currently considered relatively undervalued, with characteristics of high elasticity and growth potential, suggesting significant upward momentum [2] - Investors without a Hong Kong Stock Connect account can access Chinese AI core assets through the Hang Seng Tech Index ETF (513180) [2]
港股三大指数低开高走,机构:以中国资产为核心的港股配置价值仍然凸显
Mei Ri Jing Ji Xin Wen·2025-08-04 02:17