Group 1 - The Chinese AI industry is rapidly rising, with the release of the Kimi K2 model being a significant milestone, indicating a new wave of technological advancement driven by AI [1] - The Hong Kong stock market is attracting global capital, with a notable inflow of over 215 billion HKD in May, June, and July, averaging 5.1 billion HKD daily [1] - The launch of the Huaxia National Index Hong Kong Stock Connect Technology ETF on August 18 provides investors with a convenient tool to invest in leading Hong Kong tech companies [2] Group 2 - The National Index Hong Kong Stock Connect Technology Index has gained popularity, with its ETF product size increasing from 7.7 billion to 27.8 billion RMB, a growth of 259% [3] - The index selects 30 large-cap, high R&D investment, and fast-growing tech stocks, ensuring a focus on innovation and market potential [3] - The index's sector distribution is balanced, with significant allocations in electronics (23%), media (22%), and pharmaceuticals (15%), highlighting its focus on innovative drug sectors [4] Group 3 - The National Index Hong Kong Stock Connect Technology Index has shown impressive long-term performance, with a cumulative return of 159.9% since 2017, outperforming other indices [4] - The index's valuation metrics indicate a favorable price-performance ratio, with a P/E ratio of 24.46 and a P/S ratio of 2.92, suggesting it is undervalued compared to global tech indices [4] - The leading position of Huaxia Fund in the ETF market is underscored by its management of over 720 billion RMB in equity ETFs, reflecting its strong investment capabilities [5] Group 4 - The Hong Kong tech sector is experiencing a systemic valuation reset, driven by increased AI computing power supply and a rational market return in the delivery industry [6] - The issuance of the Hong Kong Stock Connect Technology ETF offers investors an excellent opportunity to capitalize on the global revaluation of Chinese tech assets [6]
高纯度硬科技、高弹性龙头集中,华夏港股通科技ETF重磅发行
Zheng Quan Zhi Xing·2025-08-15 03:13