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港股科技ETF(513020)涨超1.5%,网罗互联网、芯片、新能源、医药等科技龙头股
Mei Ri Jing Ji Xin Wen·2025-09-05 04:45

Group 1 - The core viewpoint of the article highlights a rebound in sectors such as new energy, communications, chips, and pharmaceuticals, with the Hong Kong tech ETF (513020) rising over 1.5% and experiencing net inflows for four consecutive days [1] - Domestic capital, represented by southbound funds, is accelerating its inflow into the Hong Kong stock market, with a record net inflow exceeding 410 billion yuan in the first quarter of 2025, marking a historical high [1] - As of August 15, 2025, the trading volume of southbound funds accounted for over 20% of the total trading volume on the Hong Kong Stock Exchange, significantly enhancing pricing power [1] Group 2 - According to Founder Securities, the current market phase indicates that the bull market in Hong Kong stocks is ongoing, and it is recommended to focus on undervalued stocks in the tech sector for potential rebound opportunities [1] - The continuous acceleration of capital inflow into the Hong Kong market, combined with expectations of interest rate cuts by the Federal Reserve by the end of the year, suggests a generally favorable liquidity environment that may further boost the Hong Kong stock market [1] - The Hong Kong tech ETF (513020) tracks the CSI Hong Kong Stock Connect Technology Index, which includes leading stocks in internet, chips, smart vehicles, and pharmaceuticals, featuring popular stocks such as Alibaba, Xiaomi, Tencent, Meituan, Lenovo, BYD, and SMIC, making it a quality target for capitalizing on the rebound in Hong Kong stocks [1]