恒生科技指数涨超3%，恒生科技ETF易方达（513010）近一月“吸金”超40亿

Core Viewpoint - The Hong Kong technology sector is experiencing a significant rally, driven by a shift from internet innovation to AI and hard technology innovation, supported by industrial policies and valuation recovery [1] Group 1: Market Performance - The Hang Seng Technology Index rose over 3% in early trading, with notable gains from companies like NetEase-S (up over 5%) and Alibaba-W, Huahong Semiconductor (both up over 4%) [1] - The Hang Seng Technology ETF (513010) has attracted over 4 billion yuan in net inflows in the past month, leading among similar ETFs [1] Group 2: Investment Insights - According to Founder Securities, the core driving force of the technology sector has shifted, indicating a potential market explosion [1] - The Hang Seng Technology Index consists of the 30 largest stocks related to technology themes listed in Hong Kong, including major players like Alibaba, Tencent, Meituan, and Kuaishou [1] - The current rolling price-to-earnings ratio of the index is at the 25.4% percentile since its inception in 2020, suggesting significant investment opportunities in Hong Kong technology leaders through the ETF [1]