港股半导体板块逆势走强,中芯国际涨近7%,涨幅领跑恒生科技指数ETF(513180)持仓股
Mei Ri Jing Ji Xin Wen·2025-08-28 02:47

Group 1 - The Hong Kong stock market experienced a downward trend, with the Hang Seng Technology Index falling nearly 1.5% [1] - Semiconductor stocks continued to show strength, while most automotive stocks declined [1] - The State Council recently issued opinions to promote the deep integration of artificial intelligence with various sectors, emphasizing support for AI chip innovation and the development of a national computing power network [1] Group 2 - As of August 27, the latest valuation of the Hang Seng Technology Index ETF (513180) was 22.3 times, indicating it is in a historically undervalued range [2] - The index's current valuation is below 74% of the time since its inception on July 27, 2020, suggesting potential for upward momentum [2] - The expectation of improved external liquidity and the characteristics of high elasticity and growth in the index may present opportunities for investors [2]