Group 1 - The core viewpoint is that Hong Kong stocks, particularly in the technology sector, are expected to rise again in the second half of the year due to three positive catalytic factors [2] - The first factor is that leading technology companies in Hong Kong are likely to benefit from new technological breakthroughs, especially in the AI sector, where they have a competitive edge and are increasing capital expenditure [2] - The second factor is the potential for foreign capital to exceed expectations as the Federal Reserve may restart interest rate cuts, improving liquidity and stabilizing Sino-US trade relations [2] - The third factor is that there is still room for increased southbound capital inflows, with an expected net inflow of over 1.2 trillion yuan for the year [2] Group 2 - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which selects up to 50 quality companies from the technology sector listed under the Stock Connect program [3] - The index covers multiple sub-sectors including internet, biomedicine, new energy vehicles, and chips, aiming to reflect the overall performance of core technology enterprises in the Hong Kong market [3] - 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) [3]
港股科技ETF(513020)午后翻红,资金抢筹,连续10日净流入超6.8亿元!
Mei Ri Jing Ji Xin Wen·2025-08-29 09:40