Group 1 - The Hang Seng Technology Index fell over 2.5% on October 10, with major stocks like SMIC, Baidu, and Alibaba leading the decline [1] - Jianyin International noted that the Hang Seng Index has established a bullish trend, transitioning from valuation repair to a re-evaluation based on new productive forces and high-quality development [1] - The fourth quarter is seen as crucial for solidifying the new bull market in Hong Kong stocks, influenced by factors such as US-China negotiations, Federal Reserve interest rate decisions, and reassessments of China's economic resilience [1] Group 2 - As of October 9, the latest valuation of the Hang Seng Technology Index ETF (513180) is 24.63 times, indicating it remains in a historically undervalued range with significant upward potential due to its high elasticity and growth characteristics [2] - Investors without a Hong Kong Stock Connect account can access Chinese AI core assets through the Hang Seng Technology Index ETF (513180) [2]
恒生科技指数ETF（513180）跌近2.5%，机构：四季度港股或先抑后扬，建议逢低吸纳
Mei Ri Jing Ji Xin Wen·2025-10-10 06:27