指数反弹，恒生科技ETF易方达（513010）交投活跃，上周“吸金”近10亿元

Core Viewpoint - The Hong Kong stock market is experiencing a rebound, with the Hang Seng Technology Index rising by 0.7% as of 10:55 AM, indicating a positive shift in market sentiment [1] Group 1: Market Performance - The Hang Seng Technology Index, which consists of the 30 largest technology-related stocks listed in Hong Kong, has shown a significant increase, reflecting a recovery in the tech sector [1] - The E Fund Hang Seng Technology ETF (513010) recorded a trading volume of nearly 500 million yuan during the session, highlighting strong investor interest [1] Group 2: Fund Flows - According to Wind data, the E Fund Hang Seng Technology ETF has seen a continuous inflow of nearly 1 billion yuan over the past week, indicating robust demand for technology investments [1] Group 3: Analyst Insights - Huatai Securities suggests that the recent pullback in the Hong Kong stock market is primarily due to adjustments in internal and external expectations, but the medium-term liquidity easing logic remains unchanged [1] - The firm recommends focusing on sectors with improving sentiment and low valuations, particularly emphasizing the technology sector for investment opportunities [1] Group 4: Valuation Metrics - The current rolling price-to-earnings ratio of the Hang Seng Technology Index is below the 20th percentile since its launch in 2020, suggesting that the index may be undervalued [1]