“补涨”行情有望启动，恒生科技指数ETF（513180）近20日“吸金”超51亿元

Group 1 - The Hang Seng Tech Index showed a rebound after opening lower, with significant movements in stocks like BYD and NIO, while others like ASMPT and SMIC faced declines [1] - Multiple institutions believe that the Hang Seng Tech Index may follow the A-share tech sector and experience a rebound, especially after dovish signals from the Federal Reserve [1] - The Hang Seng Tech Index ETF (513180) has seen a net inflow of approximately 5.155 billion yuan over the past 20 trading days, reaching a new historical high of 38.074 billion yuan [1] Group 2 - Expectations for a rate cut by the Federal Reserve in September have increased, which may lead to improved global liquidity benefiting the Hong Kong tech sector [2] - The Hang Seng Tech Index remains relatively undervalued historically and is sensitive to changes in the US-China interest rate differential, making it likely to benefit from a more accommodative overseas liquidity environment [2] - Investors without a Hong Kong Stock Connect account can consider the Hang Seng Tech Index ETF (513180) to gain exposure to core Chinese AI assets [2]