Group 1 - The Hong Kong stock market opened positively on October 15, with the Hang Seng Index rising by 1.08% to 25,714.89 points, and the Hang Seng Tech Index increasing by 1.31% [1] - The technology sector, gold stocks, and Chinese brokerage stocks saw widespread gains, with notable increases in companies like Bilibili, ASMPT, Midea Group, BYD, Sunny Optical Technology, and JD Group [1] - Recent comments from Federal Reserve Chairman Jerome Powell suggest a potential end to the balance sheet reduction process in the coming months, which may indicate a shift in the Fed's quantitative tightening policy and strengthen market expectations for a rate cut this month [1] Group 2 - The current valuation of Hong Kong stocks is at historical median levels, with a notable undervaluation in the technology sector. As of October 14, the Hang Seng Tech Index ETF (513180) had a price-to-earnings ratio (PETTM) of 22.64, placing it in the lower valuation range historically [2] - The technology sector in Hong Kong is expected to benefit from current trends in AI, with potential foreign capital inflows exceeding expectations due to the backdrop of Fed rate cuts and continuous increases in southbound capital [2] - Investors without a Hong Kong Stock Connect account may consider using the Hang Seng Tech Index ETF (513180) to gain exposure to core Chinese AI assets [2]
超18亿元资金“抢筹”,恒生科技指数ETF(513180)连续6日获资金净流入
Sou Hu Cai Jing·2025-10-15 01:51