Core Viewpoint - The recent strengthening of the RMB exchange rate has positively impacted the Hong Kong stock market, particularly the technology sector, with significant inflows into the Hang Seng Tech ETF [1] Group 1: RMB Exchange Rate and Market Impact - On August 28, the People's Bank of China reported that the RMB/USD central parity rate surpassed the 7.11 mark, reaching 7.1063, which has drawn considerable market attention [1] - Throughout August, the RMB central parity rate appreciated by 464 basis points, contributing to a favorable market environment [1] - Historical data suggests that during periods of RMB appreciation, the market tends to rise, with Hong Kong stocks showing greater elasticity [1] Group 2: Capital Inflows and ETF Performance - The Hang Seng Tech ETF (513130) saw a net subscription of over 1 billion shares on September 1, reaching a new high of 489.44 billion shares since its inception [1] - Southbound capital has injected significant momentum into the Hong Kong tech sector, with net purchases exceeding 10 billion HKD for two consecutive trading days [1] - The average daily trading volume of the Hang Seng Tech ETF increased to 5.248 billion HKD in August, up from 3.922 billion HKD in July [1] Group 3: Investment Opportunities in Technology Sector - The Hang Seng Tech ETF tracks 30 representative Hong Kong tech companies, benefiting from liquidity easing, ongoing AI advancements, and business empowerment through AI [1] - As of September 1, the latest scale of the Hang Seng Tech ETF reached 37.55 billion HKD, making it a favorable investment tool for capturing opportunities in the Hong Kong tech sector [1]
人民币升值趋势渐显,港股科技板块有望受益,恒生科技ETF(513130)迎9月开门红单日净申购超10亿份
Mei Ri Jing Ji Xin Wen·2025-09-02 06:24