Group 1 - The Hong Kong stock market indices collectively rose, with technology stocks and property stocks showing significant strength, while gold and metal sectors also increased [1] - The Hang Seng Technology Index ETF (513180) saw a strong performance, with major holdings like Tencent Holdings and Alibaba Group experiencing notable gains, including Tencent reaching a new high of 649 HKD [1] - Long-term prospects for the Hong Kong stock market may improve, contingent on three conditions: growth in AI technology and new consumption, continued inflow of southbound funds, and favorable monetary conditions from the US [1] Group 2 - The Hang Seng Technology Index is currently considered undervalued, with expectations of a rebound driven by both domestic and foreign capital inflows, particularly in light of a potential new round of interest rate cuts in the US [2] - The ongoing "anti-involution" policies and strong earnings from Alibaba, along with rapid advancements in AI, are expected to support a valuation reconstruction for the Hang Seng Technology Index [2] - The Hang Seng Technology Index ETF (513180) includes leading companies in sectors such as AI, smart driving, gaming, and consumer electronics, providing an accessible investment option for those without a Hong Kong Stock Connect account [2]
科网股全线上涨,恒生科技指数ETF(513180)成交额突破58亿元,大幅领跑同赛道
Mei Ri Jing Ji Xin Wen·2025-09-12 06:48