多重利好共振!港股通科技ETF基金(159101)重磅上市
Mei Ri Jing Ji Xin Wen·2025-09-03 02:23

Core Viewpoint - The Hong Kong stock technology sector is showing increasing investment value due to a "triple resonance" of policy benefits, technological innovation breakthroughs, and continuous liquidity improvement [1] Group 1: Market Dynamics - The opening of the Federal Reserve's interest rate cut cycle and the continuous inflow of southbound funds may lead to dual opportunities of performance improvement and value reassessment for the Hong Kong technology sector [1] - The proportion of Hong Kong stocks held through the Hong Kong Stock Connect has significantly increased to 16.85%, making Hong Kong stocks attractive due to their valuation advantages and scarcity of assets amid high valuations in some A-share assets [1] Group 2: Investment Trends - The market is shifting from traditional core assets, primarily focused on liquor and new energy, towards high-growth sectors such as Hong Kong technology, semiconductors, and AI-driven industries [1] - The Hong Kong Stock Connect Technology ETF (159101) has been launched, tracking the National Index of Hong Kong Stock Connect Technology, with a focus on leading Hong Kong technology companies and China's technological innovation leaders [1]

多重利好共振!港股通科技ETF基金(159101)重磅上市 - Reportify