回调或带来布局机会！恒生科技ETF(513130)近三个交易日合计吸金超23亿元、份额规模齐创新高

Core Viewpoint - Recent adjustments in A-shares and Hong Kong stocks, particularly in the internet technology sector, have not diminished market confidence in leading tech stocks, presenting potential investment opportunities [1] Group 1: Market Performance - The Hang Seng Technology ETF (513130) has seen net inflows for six consecutive trading days, with a total of 2.376 billion yuan in the last three days [1] - As of August 1, the Hang Seng Technology ETF reached a record high of 41.457 billion shares and a scale of 29.634 billion yuan since its inception on May 4, 2021 [1] - The average daily trading volume of the ETF in the last three days was 5.345 billion yuan, indicating significant liquidity [1] Group 2: Fund Inflows - The recent market pullback has attracted substantial capital inflows, with a net inflow of 59 billion HKD in the week from July 28 to August 1, marking the highest weekly inflow since April 11 [1] - Active foreign capital has also seen its first weekly net inflow since October 2024 [1] Group 3: Sector Analysis - The internet technology sector is considered a rare core asset type in the Hong Kong market, likely to benefit from domestic and international liquidity support [1] - The Hang Seng Technology Index, which closely tracks the ETF, includes major tech leaders such as Tencent, Alibaba, NetEase, Xiaomi, and Meituan, all of which possess core competitiveness [1] Group 4: Valuation Insights - The Hang Seng Technology Index's price-to-earnings ratio (TTM) was 21.23 as of August 1, representing an 18% decline since the index's launch on July 27, 2020, highlighting potential value for investors [1] - The Hang Seng Technology ETF is positioned as a key tool for investors to capitalize on the growth opportunities of Chinese tech leaders [1]