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美联储降息概率再抬升，恒生科技ETF（513130）等港股科技优质资产价值渐显
Mei Ri Jing Ji Xin Wen·2025-09-11 05:42

Group 1 - The recent divergence in the performance of Hong Kong and A-shares highlights the relative advantage of quality assets in Hong Kong, with investor risk appetite and trading sentiment significantly boosted [1] - Since September, over 17 billion CNY has flowed into Hong Kong's technology sector ETFs, with the Hang Seng Technology ETF (513130) seeing substantial trading volumes of 6.33 billion CNY and 6.63 billion CNY in the last two trading days [1] - The strength of the Hong Kong technology sector is supported by several factors, including local liquidity easing, rising expectations for Federal Reserve rate cuts, and the strengthening trend of AI [1] Group 2 - Open Source Securities identifies two key highlights in the Hong Kong internet sector: the continuous strengthening of performance certainty through self-developed AI chips and cloud business expansion, and the current valuation being in a recovery range, attracting potential incremental capital [2] - The Hang Seng Technology ETF (513130) closely tracks the Hang Seng Technology Index, which includes 30 strong R&D internet platforms and tech manufacturing companies, indicating strong market representation and potential benefits from overall valuation increases in the sector [2] - On September 10, 2025, leading internet companies in Hong Kong held a significant press conference in Hangzhou, launching a global first ranking based on user behavior, which is expected to drive growth in the local service market and serve as a new growth engine for internet companies [2] Group 3 - The Hang Seng Technology ETF (513130) is a popular product among investors, with over 220,000 account holders and a latest scale of 38.919 billion CNY, with 4.9737 billion shares outstanding [3] - The latest price-to-earnings ratio of the Hang Seng Technology Index is 22.73, which is within a reasonable range compared to the NASDAQ 100's 35.47 and the Sci-Tech 50's 173.63, indicating a competitive valuation [3] - The ETF and its linked funds (Class A 015310, Class C 015311) provide investors with opportunities to capitalize on the valuation uplift in the Hong Kong technology sector [3]