Group 1 - The Hong Kong Technology ETF (513020) has surpassed a scale of 4 billion yuan, with a year-to-date increase of over 55% and a net inflow of nearly 350 million yuan over the past 10 days, indicating strong demand for Hong Kong tech assets [1] - Huatai Securities noted positive developments in US-China relations and a stable domestic economic environment, with a relatively optimistic tone set during a recent call between the two countries' leaders [1] - The focus of technology companies has shifted back to growth, with significant increases in capital expenditure and R&D spending reflecting a return to innovation, which may enhance the valuation of tech firms and drive revenue growth in upstream sectors like computing power and cloud services [1] Group 2 - The Hong Kong stock market has gathered a number of core Chinese technology assets, referred to as the "Eastern Silicon Valley," with the Hong Kong Technology ETF (513020) representing a balanced investment value across various sectors including internet, new energy vehicles, chips, biomedicine, and innovative drugs [2] - Since 2018, the Hong Kong Technology Index has consistently outperformed the Hang Seng Technology Index and the Hong Kong Stock Connect Internet Index, suggesting ongoing investment opportunities in the Hong Kong Technology ETF (513020) [2] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link A (015739) and Link C (015740) for exposure to this sector [2]
港股科技ETF(513020)突破40亿元,年初至今涨超55%,连续10日净流入近3.5亿元,机构:关注港股布局机会
Mei Ri Jing Ji Xin Wen·2025-09-22 14:51