港股科技板块强势归来！恒生科技ETF（513130）日内成交额显著放量

Core Viewpoint - The Hong Kong technology sector has shown strong performance, leading the market with significant inflows into the Hang Seng Tech ETF, indicating a positive market sentiment and potential for further gains [1][2]. Group 1: Market Performance - On August 22, the Hong Kong technology sector rebounded strongly, with the Hang Seng Tech ETF reaching a record high of 457.95 million shares and a scale of 33.408 billion yuan [1]. - The Hang Seng Tech ETF recorded a trading volume exceeding 5.5 billion yuan on August 22, surpassing the previous day's total of 4.028 billion yuan, reflecting active market trading [1]. - Since July, the Hong Kong technology sector has underperformed compared to the A-share market, with the Hang Seng Tech Index's P/E ratio at 21.37, placing it in the lower 18.77% percentile since its inception [1]. Group 2: Investment Opportunities - The Hang Seng Tech ETF has attracted a net inflow of 2.07 billion yuan over five consecutive trading days, leading among ETFs tracking the Hang Seng Tech Index [1]. - The anticipated interest rate cut by the Federal Reserve, along with strong earnings reports from leading companies showcasing accelerated AI commercialization, enhances the investment appeal of the Hang Seng Tech Index [1]. - The index includes major companies with strong R&D capabilities, such as Tencent, Alibaba, and Xiaomi, making it a relatively scarce core asset in the Hong Kong market [2]. Group 3: Company Performance - Internet companies represented by the Hang Seng Tech Index reported stable second-quarter earnings, with both revenue and profit showing year-on-year growth, particularly in gaming, advertising, and AI products [2]. - Companies in the AI sector are rapidly iterating and applying new models, indicating significant potential for future value reassessment [2]. - The Hang Seng Tech ETF supports T+0 trading, providing investors with a robust tool to capitalize on new growth opportunities in the Hong Kong technology sector [2].