Core Viewpoint - The Hong Kong stock market is experiencing significant inflows of capital, with over 47 billion yuan invested in "Hong Kong" ETFs since September, particularly in sectors like internet, innovative pharmaceuticals, technology, and gold [1][3]. Fund Inflows - As of September 29, 140 "Hong Kong" ETFs have collectively attracted 471.94 billion yuan in investments, with 13 ETFs receiving over 1 billion yuan each [3][4]. - The Fu Guo Zhong Zheng Hong Kong Stock Connect Internet ETF reached a record size of 913.17 million units by September 29, increasing by 118.64 million units since the end of August, and has attracted 10.067 billion yuan in investments during September [3][4]. - Other notable ETFs include: - ICBC Credit Suisse National Index Hong Kong Stock Connect Technology ETF: 253.77 million units, 4.495 billion yuan inflow - Yongying Zhong Zheng Hu Shen Hong Kong Gold Industry ETF: 59 million units, 3.749 billion yuan inflow - E Fund Hong Kong Stock Investment Theme ETF: 147.27 million units, 3.741 billion yuan inflow - Huatai-PineBridge National Index Hong Kong Stock Connect Innovative Pharmaceuticals ETF: 113.71 million units, 2.621 billion yuan inflow [4][5]. Market Outlook - Industry experts express confidence in the Hong Kong stock market's future performance, citing factors such as profit recovery and improved liquidity as key drivers [6]. - The current profit cycle for Hong Kong stocks is beginning to recover from its lowest point, with sectors like healthcare and information technology expected to provide solid support for the market [6]. - The potential for U.S. Federal Reserve interest rate cuts is anticipated to boost capital flows into emerging markets, with foreign capital increasingly focusing on investment opportunities in Chinese assets [6]. - There is a positive outlook for leading internet companies in Hong Kong, as well as for innovative pharmaceuticals and AI research firms, which are seen as globally competitive [6].
超470亿元,涌入港股!
Shang Hai Zheng Quan Bao·2025-10-05 03:27