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资金借道ETF爆买港股,港股通科技ETF南方(159269)连续4日“吸金”
Ge Long Hui·2025-08-05 05:11

Core Viewpoint - The Hong Kong stock market continues its upward trend, supported by significant inflows from mainland investors through ETFs, despite recent market corrections [1] Group 1: Market Performance - The Hong Kong stock market maintained its gains from the previous day, with the Southbound Stock Connect Technology ETF (Southern, 159269) rising by 0.37% [1] - Major component stocks such as Xindong Company, Dongfang Zhenxuan, and Xinda Biopharmaceuticals saw substantial increases of 24.93%, 15.72%, and 5.17% respectively [1] - Overnight, all three major U.S. stock indices rose by over 1.3%, driven by disappointing July non-farm payroll data that heightened expectations for interest rate cuts [1] Group 2: Capital Inflows - Southbound capital continued to flow into the market, with a net inflow of 5.976 billion HKD today [1] - Despite recent market pullbacks, capital has been flowing into Hong Kong stocks, with mainland-listed ETFs investing in Hong Kong stocks recording a record net purchase of 27 billion HKD last week [1] - The Southbound Stock Connect Technology ETF (Southern, 159269) tracked the Hong Kong Stock Connect Technology Index, which saw a net inflow of nearly 1 billion HKD last week [1] Group 3: ETF Details - The Southbound Stock Connect Technology ETF (Southern, 159269) has attracted a net subscription of 3 million HKD today, marking four consecutive days of capital inflow, bringing its latest scale to 312 million HKD [1] - This ETF closely tracks the CSI Hong Kong Stock Connect Technology Index, selecting 50 large-cap, high R&D investment, and high revenue growth technology leaders listed in Hong Kong [1] - Key companies included in the index are Tencent, Alibaba, Xiaomi, BYD, SMIC, and Xinda Biopharmaceuticals, providing investors with a streamlined opportunity to invest in leading technology firms in Hong Kong [1]