Group 1 - The Hong Kong stock market opened lower on October 13, but domestic software concept stocks showed resilience, with the Hong Kong Technology 30 ETF (513160) recovering from an initial drop and narrowing its decline to 0.64% with a trading volume exceeding 200 million yuan and a turnover rate over 5% [1] - Notably, Kingsoft Corporation surged over 16%, while other leading stocks such as China Software International, Hua Hong Semiconductor, Kingsoft Cloud, and SMIC also saw significant gains [1] - According to Wind data, the Hong Kong Technology 30 ETF (513160) has attracted substantial capital inflows, accumulating over 750 million yuan in the last 10 trading days and over 1.5 billion yuan in the last 20 trading days [1] Group 2 - The Ministry of Commerce announced export controls on certain overseas rare earth-related items containing Chinese components, with the latest announcement format changing to WPS, requiring related application documents to be submitted in Chinese, which has sparked considerable discussion [2] - According to Guotai Junan Securities, despite a weaker performance in Q3 compared to A-shares, the Hong Kong stock market has regained momentum since September, driven by technology stocks, and is expected to continue reaching new highs in Q4 [2] - Industrial trends and improving capital conditions suggest that the technology sector in Hong Kong remains a key focus for market performance, with the current valuation at historical median levels, making it attractive compared to A-shares [2]
国产软件概念逆势活跃,港股科技30ETF(513160)近10日累计“吸金”超7.5亿元,金山软件涨超16%