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恒生科技指数午后一度跌超3%,机构:港股科技板块,可以考虑加仓
Sou Hu Cai Jing·2025-10-17 05:39

Group 1 - The Hong Kong stock market experienced a significant decline on October 17, with the Hang Seng Tech Index dropping over 3% [1] - The largest ETF tracking the A-share sector, the Hang Seng Tech Index ETF (513180), followed the index's downward trend, with only NIO showing an increase while other major stocks like BYD Electronics and SenseTime led the decline [1] - Huaxi Securities suggested that the tech sector in Hong Kong could be a good opportunity for accumulation, noting that the Hang Seng Tech Index has returned to levels seen on September 10, indicating potential undervaluation of recent positive events [1] Group 2 - As of October 16, the latest valuation (PETTM) of the Hang Seng Tech Index ETF (513180) was 22.88 times, which is at a historical low compared to 28.79% of its valuation history, suggesting that over 70% of the time, valuations were higher than the current level [2] - The tech sector in Hong Kong is expected to benefit from the current trends in AI and potential foreign capital inflows due to the backdrop of the Federal Reserve's interest rate cuts, with continued accumulation of southbound funds [2] - Investors without a Hong Kong Stock Connect account can consider using the Hang Seng Tech Index ETF (513180) to gain exposure to core Chinese AI assets [2]