Group 1 - Hong Kong technology stocks showed strong performance on September 19, with significant gains in chip, smart car, and internet sectors, including a rise of over 12% for Hongteng Precision and over 5% for NIO-SW, Hua Hong Semiconductor, and SenseTime-W [1] - The Hong Kong Technology 50 ETF (159750) increased by 2.02%, with trading volume exceeding 81 million CNY, and recorded a net inflow of 65.32 million CNY on September 18, marking a new high since its listing [1] - Major Chinese tech companies are gaining attention, with Alibaba's self-developed AI chip showcased on CCTV, reportedly matching key parameters of NVIDIA's H20 chip and surpassing the A800 chip [2] Group 2 - The Hang Seng Technology Index demonstrated stronger profitability during the recent earnings season, with a revenue growth rate of 14.43% compared to a 2.45% growth for the Hang Seng Index, while net profit growth for the Hang Seng Technology Index was 16.18% [3] - The cumulative increase of China's "Tech Ten Sisters" from the end of 2023 to February 12, 2025, is projected to exceed that of the US "Tech Seven Giants" during the same period [3] - The Hong Kong Technology Index has outperformed the Hang Seng Technology Index, with a cumulative increase of 133.57% since December 31, 2014, compared to 111.14% for the Hang Seng Technology Index [3] Group 3 - Future potential for the Hong Kong stock market to reach new highs is identified in three areas: AI technology and new consumption, continuous inflow of southbound funds, and the impact of monetary policy changes in the US and China [5] - The ongoing credit expansion and the "anti-involution" policy are expected to accelerate supply-side adjustments, leading to a gradual recovery in related industries [5]
港股芯片、智能汽车、互联网概念集体走强！港股科技50ETF（159750）涨超2%，融资余额创新高
2 1 Shi Ji Jing Ji Bao Dao·2025-09-19 03:27