日均成交近200亿，这只ETF为何受关注？

Group 1 - The Hong Kong stock market's brokerage sector has shown remarkable performance, with the CSI Hong Kong Securities Investment Theme Index rising over 90% since early April, and the Hong Kong Securities ETF (513090) attracting significant capital inflow, with an average daily trading volume exceeding 170 billion and a net inflow of over 150 billion since July [1][7] - The CSI Hong Kong Securities Investment Theme Index exclusively covers brokerage firms, selecting stocks from the Hong Kong Stock Connect securities, including major companies like CITIC Securities and Hong Kong Exchanges and Clearing, with a high concentration of 57.4% in the top five constituents and 89.3% in the top ten [2][5] - Individual brokerage stocks in Hong Kong, such as China Galaxy and CITIC Securities, are trading at a significant discount, with H-shares showing a discount rate of over 40% [3] Group 2 - Historical data indicates that the Hong Kong Securities Index has high elasticity during market rebounds, having experienced three notable periods of excess returns in the last decade, demonstrating strong sensitivity to market activity and risk appetite [5][6] - The Hong Kong Securities ETF (513090) is the only ETF tracking the CSI Hong Kong Securities Investment Theme Index, with a recent increase in scale to over 290 billion, and it supports T+0 trading, providing investors with flexibility for intraday trading [7] - The liquidity in the Hong Kong stock market has improved significantly, with a 113% year-on-year increase in average daily trading volume in the first half of 2025, alongside positive earnings forecasts from several brokerages and an upward trend in market indices [7]