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港股通科技ETF嘉实(520670)午后上涨1.52%,机构:港股科技板块有望获得外资青睐
Xin Lang Cai Jing·2025-09-05 05:41

Core Viewpoint - The Hong Kong Stock Connect Technology ETF managed by Harvest is showing significant upward movement, driven by favorable market conditions and a shift in monetary policy, indicating a growing investment value in the Hong Kong technology sector [3]. Group 1: ETF Performance - As of September 5, 2025, the Harvest Hong Kong Stock Connect Technology ETF has increased by 1.52%, with notable gains from component stocks such as InnoCare Pharma rising over 5% and SMIC nearly 4% [1]. - The ETF recorded a turnover of 5.08% during the trading session, with a total transaction value of 14.97 million yuan. Over the past year, the average daily trading volume has been 81.33 million yuan [3]. Group 2: Market Analysis - The Harvest Hong Kong Stock Connect Technology ETF closely tracks the Hang Seng Stock Connect Technology Index (HSSCITI), which reflects the performance of Hong Kong-listed companies related to technology that can be traded via the Stock Connect [3]. - Analysts suggest that the Hong Kong technology sector is experiencing a "triple resonance" of policy benefits, technological breakthroughs, and improving liquidity, enhancing its investment appeal [3]. - With the Federal Reserve's recent shift towards a more dovish stance, there is an expectation of improved foreign capital inflow into the Hong Kong market, particularly favoring technology and financial sectors [3]. Group 3: Index Composition - As of August 29, 2025, the top ten weighted stocks in the HSSCITI include SMIC, Kuaishou-W, Tencent Holdings, Alibaba-W, Xiaomi-W, Meituan-W, Lenovo Group, SenseTime-W, Sunny Optical Technology, and Bilibili-W, collectively accounting for 72.98% of the index [5].