南向资金近期刷新纪录，科技股包揽港股通净买入前五，港股通恒生科技ETF（520840）今日上市

Core Viewpoint - The Hong Kong technology sector is experiencing a surge in interest and investment, driven by significant inflows of capital and supportive policies from the government [1][2]. Group 1: Market Activity - On August 15, southbound funds recorded a net purchase of 35.876 billion HKD, marking the highest single-day net inflow since the launch of the Stock Connect mechanism [1]. - The top five net bought stocks in the Hong Kong Stock Connect were all core components of the technology sector [1]. - The Hang Seng Hong Kong Stock Connect Technology Index rose by 3.59% on August 22, and has accumulated a 34.74% increase from January 2 to August 22, outperforming both the Hang Seng Technology Index (+26.40%) and the Hang Seng Index (+26.32%) [2][3]. Group 2: Policy and Industry Support - The technology sector is receiving comprehensive support from policies and industry initiatives, including customized insurance services for emerging fields like low-altitude economy and humanoid robots [1]. - The People's Bank of China and other departments are actively promoting financial technology development, further enhancing the sector's growth prospects [1]. Group 3: Investment Opportunities - Multiple institutions are optimistic about investment opportunities in the Hong Kong technology sector, highlighting a dual opportunity for "valuation recovery + performance realization" [2]. - The sector's valuation is currently at a historical low, while return on equity (ROE) is showing signs of stabilization and improvement [2]. - Southbound funds are expected to continue increasing their positions in internet technology stocks, indicating a positive outlook for the sector [2]. Group 4: ETF Launch - The Huaan Hang Seng Hong Kong Stock Connect Technology Theme ETF is set to launch on August 25, providing investors with a tool to capitalize on the technology sector's growth [4]. - The ETF aims to cover key areas of the technology industry, focusing on leading companies within the AI industry chain [3]. Group 5: Index Composition - The Hang Seng Hong Kong Stock Connect Technology Theme Index includes major companies such as Kuaishou-W, SMIC, Tencent, Alibaba-W, and Xiaomi Group-W, with the top ten constituents accounting for over 72% of the index [3].