Workflow
机构:三大积极催化因素助力港股发展,港股科技ETF(513020)盘中大涨超3%!连续10日净流入近4亿元!
Mei Ri Jing Ji Xin Wen·2025-08-25 06:04

Group 1 - The core viewpoint is that Hong Kong stocks are expected to rise again in the second half of the year due to three positive catalytic factors [1] - Hong Kong technology leaders are likely to benefit from new technological breakthroughs, particularly in the AI sector, as they increase capital expenditure in AI [1] - With the Federal Reserve potentially restarting interest rate cuts, there is a possibility of unexpected foreign capital inflow into Hong Kong stocks, which have seen a trend of outflow in recent years [1] - There is still room for growth in southbound capital, with a projected net inflow of over 1.2 trillion yuan for the year, driven by the attractiveness of scarce assets in the current macroeconomic environment [1] Group 2 - The Hong Kong Technology ETF (code: 513020) tracks the Hong Kong Stock Connect Technology Index (code: 931573), which selects up to 50 quality companies from the technology sector listed under the Stock Connect [2] - The index covers multiple sub-sectors including Internet, biomedicine, and new energy vehicles, aiming to reflect the overall performance of core technology enterprises in the Hong Kong market [2] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Linkage C (015740) and A (015739) [2]