海富通中证港股通科技ETF规模突破30亿

Group 1 - The core viewpoint of the articles highlights the significant performance of the Hong Kong stock market's technology sector, driven by the AI trend led by DeepSeek, resulting in a revaluation of Chinese assets [1][2] - As of August 13, the Hai Fu Tong CSI Hong Kong Stock Connect Technology ETF (513860) has surpassed 3 billion yuan in scale, marking a historical high with a net inflow of funds exceeding 2 billion yuan this year, reflecting a growth rate of over 200% [1] - The CSI Hong Kong Stock Connect Technology Index, which includes 50 major technology companies with high R&D investment and revenue growth, has increased by 45.47% year-to-date, outperforming the Hang Seng Technology Index's 26.02% [1] Group 2 - Looking ahead, the Hai Fu Tong Fund anticipates that ongoing reforms in the Hong Kong listing system and the accelerated listing of quality Chinese concept stocks will continue to attract southbound capital to scarce assets in the Hong Kong market [2] - The continuous iteration of AI large models is expected to catalyze the internet and technology leaders, while the pharmaceutical sector is driven by innovative drugs and overseas expansion benefits [2] - The automotive sector is empowered by policies promoting "old for new," new model releases, and trends in smart technology, while the semiconductor and hardware equipment sectors are boosted by accelerated domestic substitution processes and rising demand for computing power [2]