近3天获得连续资金净流入，港股通科技ETF(159262)盘中涨超2%，跟踪标的较同类指数超额收益明显

Core Viewpoint - The Hong Kong Stock Connect Technology ETF (159262) has shown significant growth, driven by a rebound in domestic chips and downstream applications, indicating a positive trend in the technology sector [1][3]. Group 1: ETF Performance - As of August 12, 2025, the Hong Kong Stock Connect Technology ETF has increased by 8.21% over the past month, ranking first among comparable funds [1]. - The ETF's latest scale reached 2.973 billion, marking a new high since its inception and leading among comparable funds [1]. - The ETF has seen a net inflow of 306 million over the past three days, with a peak single-day inflow of 273 million [1]. Group 2: Index Composition - The Hang Seng Hong Kong Stock Connect Technology Theme Index (HSSCITI) excludes sectors like pharmaceuticals, automobiles, and home appliances, focusing on the TMT industry for a purer technology attribute [2]. - The top ten weighted stocks in the HSSCITI account for 73.55% of the index, with major players including Kuaishou-W, SMIC, Tencent, Alibaba-W, and Xiaomi Group [2]. - Notably, the combined weight of AI leaders Xiaomi, Alibaba, and Tencent is nearly 30%, alongside core "hard technology" stocks like SMIC and Hua Hong Semiconductor, forming a concentrated group of technology leaders [2]. Group 3: Industry Trends - Recent developments in the Hong Kong technology sector show a collaborative growth across multiple fields, supported by government policies aimed at regulating competition and fostering emerging industries [3]. - The overall valuation of the Hong Kong internet social services sector is currently low, suggesting potential for upward movement, especially with rising AI capital expenditures and enhanced support for technological innovation [3].