Group 1 - The outlook for the Hong Kong stock market in the second half of the year is positive, driven by three key catalysts that may lead to a rebound in undervalued stocks [1] - Hong Kong's technology leaders are expected to benefit from new technological breakthroughs, particularly in the AI sector, as they increase capital expenditure in AI [1] - The potential for foreign capital inflow into Hong Kong stocks may exceed expectations due to the Federal Reserve's anticipated interest rate cuts and improving market conditions [1] - There remains room for increased 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, reflecting the overall performance of core technology enterprises in the Hong Kong market [2] - Investors without stock accounts can consider the linked funds, such as the Guotai Zhongzheng Hong Kong Stock Connect Technology ETF Initiating Linkage C (015740) and A (015739) [2]
机构:港股有望再度冲高,资金抢筹港股科技ETF(513020),连续10日净流入超5.6亿元!
Mei Ri Jing Ji Xin Wen·2025-08-27 01:57