Group 1 - The Hang Seng Technology HKETF (513890) has seen a 1.26% increase, with a trading volume of 12.54 million yuan and a turnover rate of 2.17% [1] - The Hang Seng Technology Index (HSTECH) rose by 1.27%, with notable increases in constituent stocks such as Tencent Music (01698) up 14.95%, Bilibili (09626) up 4.09%, and Sunny Optical Technology (02382) up 3.49% [1] - As of August 12, the latest scale of the Hang Seng Technology HKETF reached 568 million yuan, with a total of 515 million shares, marking a new high since its inception [1] Group 2 - CITIC Securities anticipates that the semi-annual report performance period in August will be a crucial point for the continuation of the Hong Kong stock market, shifting from liquidity-driven to performance-driven and policy validation phases [2] - The focus of the market is expected to shift from "expectations" to "realization," with stocks that exceed performance expectations and have upward guidance likely to benefit [2] - Recommended sectors include those directly benefiting from the "anti-involution" policy such as photovoltaic, rare earth, lithium, and express delivery, as well as pharmaceuticals and technology with high growth potential [2]
港股高开，腾讯音乐-SW涨近15%，恒生科技HKETF(513890)上涨1.26%，最新规模、份额均创新高