港股科技50ETF(159750)放量下挫,盘中超5000万资金逆势净买入,机构:AI与新消费仍有较大空间
Ge Long Hui·2025-09-23 07:40

Market Performance - Hong Kong stocks experienced a decline, with NIO-SW dropping over 7% and Baidu Group falling over 6%. Other companies like ZTE, JD Group-SW, and BYD also saw declines exceeding 4% [1] - The Hong Kong Technology 50 ETF (159750) fell by 2.17%, with a trading volume of 116 million CNY, indicating significant market activity [1] - Despite the overall market decline, the Hong Kong Technology 50 ETF has seen a net inflow of over 500 million CNY in the past seven trading days [1] Foreign Investment Trends - Recent data shows a positive trend in foreign capital inflow, with the KraneShares CSI China Internet ETF (KWEB) experiencing its longest consecutive inflow period since February, totaling six weeks [2] - As of September 17, foreign capital net inflow into overseas Chinese stocks reached 1.86 billion USD, marking the highest weekly inflow since November of the previous year [3] Market Outlook - Analysts from CITIC Securities suggest that with the Federal Reserve's interest rate cuts, the liquidity situation is improving, which may lead to sustained foreign capital inflow into the Hong Kong market [3] - The Hong Kong technology index is currently valued at 24.56 times PE-TTM, which is significantly lower than the valuations of major global technology indices, indicating a favorable investment opportunity [3] - Long-term prospects for the Hong Kong market are positive, particularly in sectors such as AI technology and new consumption, which are expected to drive market growth [5]