Group 1 - The Hong Kong technology sector is experiencing a significant rebound, driven by positive market sentiment and active trading in related ETFs, particularly the Hang Seng Tech ETF (513130) [1][2] - As of September 4, 2025, the Hang Seng Tech ETF has a total size of 36.285 billion yuan and 49.047 billion shares, with a trading volume of 1.45 billion yuan [1] - The rebound in the technology sector is attributed to the cooling labor market in the U.S., as indicated by the ADP employment report and initial jobless claims, which strengthen expectations for a potential interest rate cut by the Federal Reserve [1][2] Group 2 - The Hang Seng Tech Index, which the Hang Seng Tech ETF tracks, includes 30 leading technology companies in Hong Kong, such as Tencent, Alibaba, and Xiaomi, and covers various sectors like automotive, internet platforms, and semiconductors [2] - The Hang Seng Tech ETF has seen an average daily trading volume of 4.96 billion yuan in 2025 and has attracted over 12 billion yuan in net inflows, making it one of the top-performing ETFs in terms of capital inflow [2] - As of September 4, 2025, the Hang Seng Tech Index's price-to-earnings ratio is 21.39, which is at the 20.3% historical percentile over the past five years, indicating potential for further valuation increases amid rising interest rate cut expectations [2]
美国8月非农就业数据公布在即,港股科技板块早盘回暖,恒生科技ETF(513130)盘中交投活跃
Xin Lang Ji Jin·2025-09-05 05:17