Group 1 - The core viewpoint of the articles highlights the continuous inflow of southbound funds into Hong Kong stocks, particularly in the technology and internet sectors, despite the weaker performance compared to A-shares [1][2] - Southbound funds recorded a net purchase of 18.573 billion HKD on August 19, 2025, with significant interest in the Hang Seng Tech ETF (513130), which saw a total inflow of 1.209 billion HKD over three trading days [1] - The Hang Seng Tech ETF's key constituent, a leading domestic consumer electronics company, reported record high core indicators for Q2, indicating strong revenue and net profit growth, which supports the positive sentiment in the tech sector [1] Group 2 - Huatai Securities emphasizes that the recovery in the Hong Kong stock market is supported by improved liquidity and a rebound in fundamental expectations, driven by the unique growth of new economy sectors and stronger domestic policies [2] - The Hang Seng Tech ETF closely tracks the Hang Seng Tech Index, which includes 30 major companies with high market capitalization and R&D investment, such as Tencent, Alibaba, and SMIC, accounting for 38.39% of the index [2] - The Hang Seng Tech Index's price-to-earnings ratio is at 21.69, which is relatively low compared to other tech indices like the STAR 50 and NASDAQ 100, indicating potential for valuation expansion [3] Group 3 - The Hang Seng Tech ETF's total shares and scale reached 44.626 billion and 32.827 billion HKD respectively, marking a new high since its inception on May 24, 2021 [3] - The average daily trading volume of the Hang Seng Tech ETF in 2025 is 4.838 billion HKD, benefiting from the T+0 trading mechanism, making it an attractive tool for capturing opportunities in Hong Kong tech assets [3]
又一龙头现亮眼业绩!恒生科技ETF(513130)连续3日“吸金”,合计12.09亿元
Mei Ri Jing Ji Xin Wen·2025-08-20 03:31