Group 1 - The Hang Seng Technology Index experienced a decline of 2% on October 10, with Lenovo Group rising over 1% and Trip.com Group-S increasing by 0.27% [1] - The Hang Seng Technology ETF Tianhong (520920) fell by 1.67%, with a trading volume of 38.35 million yuan and a real-time premium rate of 0.49% [1] - As of October 9, the ETF saw a net inflow of 204 million yuan, marking two consecutive days of net inflows totaling 406 million yuan, with a latest circulation size of 1.619 billion shares and a total market size of 1.648 billion yuan [1] Group 2 - Guotai Junan Securities' latest research report highlights that the Hong Kong stock market remains attractive, particularly with undervalued technology leading stocks having significant upside potential [2] - Quantitative analysis suggests that merely considering the valuation recovery of undervalued technology leading stocks could drive the Hang Seng Technology Index up by 15%, with a potential increase of over 30% if the overall index valuation returns to historical averages [2] - The report indicates that improving fundamentals and continuous capital inflow may lead to new highs for undervalued Hong Kong stocks in the fourth quarter, with technology benefiting from the AI cycle being the main theme of the market [2]
昨日超2亿元资金“加仓”恒生科技ETF天弘（520920），机构：当前港股估值并不高，恒生科技性价比或更优
2 1 Shi Ji Jing Ji Bao Dao·2025-10-10 02:22