Group 1 - The core viewpoint is that the Hong Kong stock market is expected to benefit from the accelerated commercialization of AI and the continuous inflow of southbound funds, with clear signs of valuation recovery [1] - The AI technology and new consumption sectors have significant growth potential, and the marginal pricing power of southbound funds in the Hong Kong stock market is increasing, especially in a low-interest-rate environment [1] - The medium to long-term outlook for the Hong Kong stock market remains positive due to its valuation advantages and the trend of industrial transformation and upgrading, with the technology and consumption sectors likely to continue rising under dual support from policies and funds [1] Group 2 - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), focusing on TMT (including media, computers, internet, electronics) and the automotive industry, selecting large-cap technology leaders listed on the Hong Kong stock market [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link A (015739) and Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link C (015740) [1]
港股科技ETF(513020)上一交易日净流入超2.0亿元,南向资金或将助力科技板块上涨
Mei Ri Jing Ji Xin Wen·2025-08-18 01:53