Group 1 - The Hong Kong stock market experienced a decline, particularly in the technology sector, with the Hang Seng Tech ETF (513130) recording a trading volume of 6.271 billion HKD and a turnover rate of 15.88% as of 14:21 on October 17, 2025 [1] - Despite the volatile international situation since October 2025, there has been a significant net inflow of southbound funds, amounting to 38.786 billion HKD for the week of October 13-16, 2025, with technology stocks being a key focus for investment [1] - Year-to-date, the net inflow of southbound funds has exceeded 1.2 trillion HKD, setting a new annual record and providing strong momentum for the Hong Kong stock market [1] Group 2 - A leading global semiconductor foundry reported better-than-expected revenue and net profit for Q3 2025, raising its full-year capital expenditure target, which has boosted market optimism regarding the surge in demand for AI chips [1] - Domestic technology companies are actively investing in hard technology and AI, with a reported 380 billion HKD investment in AI infrastructure and a deep collaboration with Nvidia in the Physical AI sector [2] - The Hang Seng Tech ETF (513130) closely tracks the Hang Seng Tech Index, which includes various sectors such as internet platforms, software development, and semiconductor design, positioning it well to capture opportunities in the AI industry [2] Group 3 - The Hang Seng Tech ETF (513130) is recognized as a preferred investment tool for the Hong Kong technology sector, with over 220,000 account holders as of the latest mid-year report [3] - The ETF offers advantages such as large scale, good liquidity, T+0 trading support, and low fees, making it a valuable instrument for investors looking to allocate to core technology assets in Hong Kong [3]
科技龙头上调全年资本开支目标，人工智能需求持续强劲，恒生科技ETF（513130）深度布局AI产业链有望受益
Mei Ri Jing Ji Xin Wen·2025-10-18 20:21