Group 1 - The Hong Kong stock market showed a mixed performance with major indices opening high but closing lower, while cryptocurrency stocks and lithium battery concept stocks experienced significant gains [1] - Southbound capital inflow reached a record high of 900.8 billion HKD as of August 8, indicating strong market interest and investment in the technology sector [1] - The Hang Seng Technology Index ETF (513180) has seen continuous net inflows for 10 trading days, totaling approximately 3.58 billion HKD during this period [1] Group 2 - Recent expectations of a Federal Reserve interest rate cut have improved overseas liquidity, which is likely to benefit the Hong Kong stock market, particularly the technology sector [2] - The Hang Seng Technology Index is currently considered undervalued and is highly sensitive to changes in the US-China interest rate differential, making it poised to benefit from a more accommodative liquidity environment [2] - The index is characterized by high elasticity and growth potential, suggesting that it could experience strong upward momentum if market conditions improve [2]
南向资金年内净流入破9000亿港元,恒生科技指数ETF(513180)近两周“吸金”近36亿元
Sou Hu Cai Jing·2025-08-11 03:09