Market Performance - Hong Kong stocks experienced fluctuations in early trading, with technology stocks showing mixed performance, while consumer electronics and pharmaceuticals led the gains [1] - Notable gainers included Hongteng Precision, which rose over 12%, and companies like Sunny Optical Technology and AAC Technologies, which increased by over 3% [1] - The Hong Kong Technology 50 ETF (159750) rose by 0.42%, with nearly 40 million CNY in trading volume [2] Investment Trends - Over the past five trading days, the ETF saw a continuous net inflow of 186 million CNY, reaching a new high of 1.211 billion CNY in total assets [1] - Foreign capital continued to flow into Chinese assets, with a net inflow of 1.86 billion USD into offshore Chinese stocks, marking the highest weekly inflow since November of the previous year [5] Economic Context - The U.S. Federal Reserve's recent decision to cut interest rates by 25 basis points is seen as a "preventive rate cut," with indications of an additional 50 basis points of potential cuts within the year [3] - Historical data suggests that after the Fed initiates or resumes preventive rate cuts, the probability of subsequent increases in both A-shares and Hong Kong stocks significantly rises [3][4] Sector Analysis - The Hong Kong Technology Index (931674) has outperformed the Hang Seng Technology Index, with a cumulative increase of 131.68% since its base date compared to the 109.81% increase of the Hang Seng Technology Index [7]
内外资齐涌入!外资单周净流入创近10个月新高,港股科技50ETF(159750)规模新高
Ge Long Hui·2025-09-22 11:06