Group 1 - The A-share market has outperformed the Hong Kong stock market recently, with southbound funds maintaining a net inflow, reaching a historical high of 940.3 billion HKD since the launch of the mutual market access in November 2014 [1] - The technology sector in the Hong Kong stock market has been a key focus for fund inflows, ranking among the top two sectors for net inflows from southbound funds over the past month [1] - The Hang Seng Technology ETF (513130) has seen significant capital inflow, with a net inflow of 851 million HKD in the last two trading days, pushing its total size to 32.628 billion HKD, marking a historical high [1] Group 2 - Despite pressures from price wars in e-commerce and electric vehicles, the attractiveness of the Hong Kong technology sector is returning, supported by strong mid-year performance from leading companies and accelerated commercialization of AI [2] - The Hang Seng Technology Index, closely tracked by the Hang Seng Technology ETF, has a relatively low valuation at a P/E ratio of 21.97, compared to other tech indices like the STAR 50 and NASDAQ 100, indicating potential for further valuation expansion [2] - The Hang Seng Technology ETF is a significant tool for capturing opportunities in the Hong Kong technology sector, with its large scale and superior liquidity, and it supports T+0 trading [2]
港股科技资产吸引力升温!恒生科技ETF(513130)近两日获8.51亿元资金加仓
Xin Lang Ji Jin·2025-08-19 02:52