Group 1 - Recent market sentiment has cooled, but the new economy, represented by technology, remains strong, providing structural opportunities for the Hong Kong stock market [1] - Continuous inflow of foreign and southbound funds supports the valuation advantage of Hong Kong stocks [1] - The gradual easing of U.S. inflation and a shift in Federal Reserve policy towards employment are expected to bolster market expectations for interest rate cuts, which historically lead to an increase in Hong Kong stocks [1] Group 2 - The Hong Kong stock market has entered a consolidation phase after previous gains, with positive factors expected to accumulate in Q4, including rapid development in the technology sector and easing U.S.-China trade tensions [1] - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), focusing on technology-related listed companies traded through the Stock Connect, covering sectors like information technology and electronic components [1] - The index selects the top 30 companies by market capitalization, reflecting the overall performance of core enterprises in the Hong Kong technology sector, characterized by significant industry purity and leading features [1]
港股有望打开新一轮上行区间，港股科技ETF（513020）涨超2.7%，近20日净流入近12亿元
Sou Hu Cai Jing·2025-10-21 02:40