100%科技纯度成港股投资新选择，港股通科技ETF（159262）连续20个交易日获抢筹

Core Insights - The surge in global artificial intelligence is driving a reevaluation of technology asset values, making Hong Kong stocks a key area for investment in China's hard technology sector [1] - Since July, there has been a significant inflow of funds into Hong Kong technology ETFs, with a net purchase amount reaching 32.943 billion yuan in the last month alone [1] - The Hang Seng Hong Kong Stock Connect Technology Theme Index has shown remarkable performance, with a one-year increase of 58.7% and a Sharpe ratio of 2.01, making it the top performer among Hong Kong technology indices [1][2] Fund Inflows - The Hang Seng Hong Kong Stock Connect Technology Theme ETF (159262) has attracted continuous investment, with net purchases for 20 consecutive trading days, and its latest scale surpassing 5.4 billion yuan [1] - The trend of capital inflow indicates a growing enthusiasm among investors for the Hong Kong technology sector [1] Index Characteristics - The Hang Seng Hong Kong Stock Connect Technology Theme Index benefits from a "three high" characteristic: it focuses on Hong Kong Stock Connect stocks, has a strict industry definition excluding non-tech sectors, and optimizes weight settings for top stocks [2] - The index's structure shows a dominant position in the TMT (Technology, Media, Telecommunications) sector, covering the entire technology supply chain from semiconductors to AI applications [2] Risk-Adjusted Returns - The Hang Seng Hong Kong Stock Connect Technology Theme Index offers higher risk-adjusted returns compared to traditional indices, making it an attractive option for investors seeking long-term growth in the technology sector [3] - The index's ability to achieve better risk-adjusted returns at similar risk levels enhances its appeal to investors willing to accept some volatility [3] Comparative Performance - The Hang Seng Hong Kong Stock Connect Technology Theme Index outperformed other indices over the past year, with a 58.7% increase and a maximum drawdown of -33.0%, alongside a Sharpe ratio of 2.01 [4] - Other indices, such as the Hang Seng Hong Kong Stock Connect China Technology Index and the Hong Kong Stock Connect Technology Index, also showed strong performance but lagged behind the Hang Seng Hong Kong Stock Connect Technology Theme Index [4]