Core Insights - The Hang Seng Technology Index increased by 5.1% this week, while the Hang Seng New Economy Index rose by 3.6% [1] - The ChiNext Hong Kong Stock Connect Internet Index and the Consumption Theme Index saw increases of 2.8% and 1.5%, respectively, while the ChiNext Hong Kong Stock Connect Healthcare Index decreased by 2.2% [1] - The E Fund Hang Seng Technology ETF (513010) experienced a net inflow of over 500 million yuan this week, bringing its total size to over 20 billion yuan [1] - CITIC Securities indicated that after entering September, the A-share market has entered a consolidation phase with increasing volatility, while external and internal funds are showing heightened interest in Hong Kong stocks [1] Index Performance - The weekly performance of various indices is as follows: - Hang Seng Technology Index: +5.1% - Hang Seng New Economy Index: +3.6% - ChiNext Hong Kong Stock Connect Internet Index: +2.8% - ChiNext Hong Kong Stock Connect Consumption Theme Index: +1.5% - ChiNext Hong Kong Stock Connect Healthcare Index: -2.2% [3] Valuation Metrics - The rolling price-to-earnings (P/E) ratios and their respective percentiles are: - Hang Seng Technology Index: 23.8x, 34.0% percentile - ChiNext Hong Kong Stock Connect Internet Index: 25.5x, 28.9% percentile - ChiNext Hong Kong Stock Connect Consumption Theme Index: 22.3x, 25.1% percentile - ChiNext Hong Kong Stock Connect Healthcare Index: 31.8x, 49.1% percentile [3][5] Historical Performance - Year-to-date performance for various indices shows significant growth: - Hang Seng New Economy Index: +48.3% - Hang Seng Technology Index: +40.9% - ChiNext Hong Kong Stock Connect Healthcare Index: +94.9% - ChiNext Hong Kong Stock Connect Internet Index: +54.1% - ChiNext Hong Kong Stock Connect Consumption Theme Index: +33.0% [8]
港股科技板块本周表现亮眼,恒生科技ETF易方达(513010)本周净流入超5亿元
Mei Ri Jing Ji Xin Wen·2025-09-19 12:44