港股通科技ETF嘉实(520670)上涨3.02%，上市以来连续“吸金”超8400万元

Group 1 - The core viewpoint indicates that the Hong Kong Stock Connect Technology ETF managed by Harvest has shown significant trading activity and liquidity, with a turnover rate of 20.96% and a transaction volume of 70.65 million yuan [3] - Over the past week, the Hong Kong Stock Connect Technology ETF has experienced a notable increase in scale, growing by 77.97 million yuan, which is the highest among comparable funds [3] - The latest share count for the Hong Kong Stock Connect Technology ETF reached 332 million, marking a new high since its inception [3] Group 2 - The fund has seen continuous net inflows over the past three days, with a peak single-day net inflow of 54.01 million yuan, totaling 84.38 million yuan [3] - The ETF closely tracks the Hang Seng Stock Connect Technology Index (HSSCITI), which reflects the performance of Hong Kong-listed companies related to technology that can be traded via the Stock Connect [3] - Market confidence in the Hong Kong technology sector is gradually returning, driven by strong performance from leading companies, expectations of interest rate cuts by the Federal Reserve, and accelerated commercialization of AI [3] Group 3 - According to Guotai Junan Securities, there is a historical alternating relationship between the ChiNext Index and the Hang Seng Technology Index, suggesting that the latter may experience a rebound as the difference in rolling returns narrows [3] - The current difference in returns between the ChiNext Index and the Hang Seng Technology Index stands at 18 percentage points, indicating potential for the latter to catch up [3] Group 4 - Shenwan Hongyuan Securities believes that the recent underperformance of the Hong Kong index is a temporary consolidation following a rapid increase, and that sectors with previously low earnings expectations are likely to regain market favor [4] - The current market environment is seen as an opportune moment for active investment in Hong Kong stocks, particularly in the internet and Hang Seng Technology Index sectors [4] Group 5 - As of July 31, 2025, the top ten weighted stocks in the Hang Seng Stock Connect Technology Index include Kuaishou-W, SMIC, Tencent Holdings, Alibaba-W, Xiaomi Group-W, Meituan-W, Lenovo Group, Kingdee International, Bilibili-W, and Sunny Optical Technology, collectively accounting for 74.94% of the index [6]