降息预期下港股资产受益程度将更加明显,港股通科技ETF嘉实(520670)冲击7连涨
Sou Hu Cai Jing·2025-09-15 03:51

Group 1 - The core viewpoint of the news highlights the performance and liquidity of the Hong Kong Stock Connect Technology ETF managed by Harvest, which has seen a trading turnover of 4% and a transaction volume of 11.56 million yuan during the trading session [3] - Over the past year, the average daily trading volume of the Harvest Hong Kong Stock Connect Technology ETF has been 65.30 million yuan [3] - The fund has experienced a net inflow of 18.31 million yuan over the last 19 trading days, indicating stable capital flow [3] Group 2 - The Harvest Hong Kong Stock Connect Technology ETF closely tracks the Hang Seng Hong Kong Stock Connect Technology Index (HSSCITI), which reflects the performance of Hong Kong-listed companies related to technology that can be traded through the Stock Connect [3] - Analysts expect the Federal Reserve to likely cut interest rates by 25 basis points in the upcoming meeting, with a possibility of a 50 basis point cut, which could benefit Hong Kong assets [3] - The combination of the A/H market rotation trend observed this year, the anticipated rate cut in September, and the easing competition in the internet sector suggests that the previously stated view of Hong Kong technology stocks catching up may materialize in September [3] Group 3 - As of August 29, 2025, the top ten weighted stocks in the HSSCITI include SMIC, Kuaishou-W, Tencent Holdings, Alibaba-W, Xiaomi Group-W, Meituan-W, Lenovo Group, SenseTime-W, Sunny Optical Technology, and Bilibili-W, collectively accounting for 72.98% of the index [5]