Group 1 - The State Council has issued an opinion to promote the deep integration of artificial intelligence with various sectors of the economy and society, supporting innovation in AI chips and software ecosystems [1] - The Hong Kong stock market has lagged behind the A-share market since August, primarily due to liquidity differences, with potential for a rebound following the Federal Reserve's dovish stance [1] - The Hang Seng Technology Index has underperformed, influenced by factors such as the "food delivery war" affecting profit expectations and the weak Hong Kong dollar leading to liquidity tightening [1] Group 2 - The Hong Kong Stock Connect Technology ETF (159262) has shown significant performance, with a 6.36% increase over the past month, leading among similar funds [1][2] - Major tech stocks like Xiaomi, Alibaba, and Tencent account for nearly 30% of the ETF's weight, alongside key "hard tech" companies like SMIC and Hua Hong Semiconductor [2] - The ETF has seen a notable increase in scale, growing by 312 million yuan in the past week, with a total of 3.048 billion shares, marking a new high since its inception [2]
纯粹AI+SEMI！科技属性更纯正的港股通科技ETF(159262)近1月累计涨幅超6%，同类居首！
Xin Lang Cai Jing·2025-08-28 06:36