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港股通科技ETF(513860)涨超2%,港股科技估值优势与上升空间明显!
Jin Rong Jie·2025-08-13 03:22

Group 1 - The core viewpoint of the articles highlights the significant rise in Hong Kong stocks, particularly in the technology sector, with the Hong Kong Stock Connect Technology ETF (513860) increasing by over 40% year-to-date and gaining 2.11% on a recent trading day [1] - Notable individual stocks such as Hongteng Precision Technology surged over 12%, while others like Innovent Biologics, AAC Technologies, WuXi AppTec, MicroPort Medical, and Crystal International rose over 4% [1] - The net inflow of funds into the Hong Kong Stock Connect Technology ETF has been substantial, with approximately 300 million yuan in net inflows over the last two days, indicating accelerated investment in the sector [1] Group 2 - According to Zhongtai Securities, the Hong Kong technology sector still holds long-term investment value, with leading technology companies possessing strong competitive advantages and a significant valuation upside [1] - The overall profitability of the technology sector is stabilizing, with a current price-to-earnings ratio of around 20 times, which is considered to be at a relative historical low, suggesting considerable potential for valuation recovery [1] - The top ten weighted stocks in the Hong Kong Stock Connect Technology RMB Index, which the ETF closely tracks, include major companies like Tencent, Alibaba, and Xiaomi, collectively accounting for 65.9% of the index [2]