越跌越买！资金逆势狂扫，这只恒生科技指数ETF（159742）规模暴增145%！

Group 1 - The performance of Hong Kong stocks in the past six months has lagged behind that of A-shares, with both the Hang Seng Index and the Hang Seng Tech Index showing lower gains compared to the overall A-share market, and the Hang Seng Tech Index has seen a decline of 6.7% since reaching a peak on March 7 [1] - Despite the consolidation in Hong Kong tech stocks, there has been significant capital inflow into the Hang Seng Tech Index ETF (159742), with net inflows of 320 million, 551 million, 743 million, and 985 million over the past 5, 10, 20, and 60 days respectively, totaling 1.507 billion year-to-date, and the latest fund size reaching 3.157 billion, a 145% increase from the beginning of the year [1] - The Hang Seng Tech Index ETF (159742) includes 30 leading companies in the Hong Kong internet and technology manufacturing sectors, representing core Chinese tech assets such as Tencent, Netease, Alibaba, SMIC, and Xiaomi, which are relatively scarce compared to the A-share market [1] Group 2 - Multiple institutions are optimistic about the Hong Kong stock market, with Tianfeng Securities highlighting opportunities in the AI sector [2] - Huaxin Securities notes that the Federal Reserve's unexpectedly dovish stance is favorable for core assets in the Hong Kong stock market, while Founder Securities believes the future market outlook for Hong Kong stocks is promising due to attractive valuations, with the current Hang Seng Tech PE (TTM) at 22.3 times, indicating significant room for improvement compared to the 2021 peak [3] - The expectation of improved foreign capital inflow into Hong Kong stocks is supported by the recent dovish signals from the Federal Reserve and the easing of US-China relations, along with the potential for continued inflow from southbound funds, highlighting the representativeness and scarcity of Hong Kong stocks [3]