港股科技板块或迎业绩提升与价值重估的双重机遇

Core Viewpoint - The Hong Kong stock market's technology sector is showing increasing investment value due to a combination of policy benefits, technological innovations, and improved liquidity, with potential for performance enhancement and value reassessment as the Federal Reserve enters a rate-cutting phase and southbound capital continues to flow in [1] Group 1: Market Dynamics - The proportion of Hong Kong Stock Connect holdings has significantly increased to 16.85%, making Hong Kong attractive due to its valuation advantages and scarce assets amid high valuations in certain A-share assets [1] - The market is shifting focus from traditional core assets like liquor and new energy to high-growth sectors such as Hong Kong technology, semiconductors, and AI-driven industries [1] Group 2: Investment Opportunities - The Hong Kong Stock Connect Technology ETF (159101) has been launched, focusing on hard technology and including sectors like electronics, media, and biomedicine, with a minimal number of constituent stocks compared to similar indices, emphasizing leading technology companies in Hong Kong and China's innovation leaders [1] - Investors can leverage this ETF to capitalize on the rapid development opportunities within the industry [1]