本月18家A股上市公司筹划赴港上市,恒生科技ETF天弘(520920)明日上市,机构:看好港股科技公司AI驱动的价值重估
2 1 Shi Ji Jing Ji Bao Dao·2025-09-29 03:19

Group 1 - The Hang Seng Technology ETF Tianhong (520920) is set to be listed on September 30, 2025, with a total of 6,018 account holders and an average holding of 202,728.32 shares per account as of September 23, 2025 [1] - The ETF closely tracks the Hang Seng Technology Index, which consists of the top 30 Hong Kong stocks related to technology, covering sectors such as information technology, consumer discretionary, and communication services [1] - The Hang Seng Technology Index shows superior earnings growth, with a revenue year-on-year growth rate of 14.43% and a net profit growth rate of 16.18% in Q2 2025, outperforming other major Hong Kong indices [1] Group 2 - There is a continuing trend of A-share companies planning to list in Hong Kong, with 18 companies disclosing plans to do so as of September 28, including notable names like Five Fragrance Zhai and East Mountain Precision [2] - Short-term market fluctuations are expected due to seasonal effects, but the overall bull market is anticipated to continue, supported by ample micro liquidity and policies aimed at stabilizing the stock market [2] - Chinese companies are demonstrating global competitiveness in sectors such as artificial intelligence, biomedicine, and high-end manufacturing, maintaining a high level of activity in the technology sector [2] Group 3 - The initiation of a Federal Reserve rate cut cycle is expected to support a continued upward trend in the Hong Kong stock market, which has strong overall profitability and relatively low valuations [3] - The scarcity of assets in sectors like internet, new consumption, and innovative pharmaceuticals contributes to the attractiveness of long-term investments in the Hong Kong market [3] - The ongoing development of the AI industry is likely to drive further value reassessment of Hong Kong-listed Chinese technology companies [3]