Group 1 - 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 market is increasing, particularly in a low-interest-rate environment [1] - The overall performance of the Hong Kong stock market has been strong recently, with the IT sector showing substantial gains, driven by improved market sentiment and rising expectations of interest rate cuts by the Federal Reserve [1] Group 2 - The Hong Kong Stock Connect Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which selects leading companies in the TMT (Technology, Media, and Telecommunications) and automotive sectors [1] - The index focuses on companies with high market capitalization, significant R&D investment, and rapid revenue growth, covering sectors such as electronics and the internet to reflect the overall performance of technology companies listed in the Hong Kong Stock Connect [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link A (015739) and Link C (015740) [1]
港股科技ETF(513020)涨超2.0%,市场关注AI与资金面驱动逻辑
Mei Ri Jing Ji Xin Wen·2025-08-18 05:38