Group 1 - The Hong Kong stock market continued its upward trend, with the Hang Seng Technology Index rising nearly 3% during the session, driven by gains in tech stocks, gold stocks, and innovative drug concepts [1] - The largest ETF tracking the same sector in A-shares, the Hang Seng Technology Index ETF (513180), saw significant inflows, with notable stocks like Bilibili, SMIC, Horizon Robotics, BYD Electronics, and Alibaba leading the gains, particularly Bilibili which surged over 9% [1] - CITIC Securities reported a substantial net inflow of funds into the Hang Seng Technology Index over the past month, indicating a sustained high investment interest in the tech growth sector, while high dividend stocks saw a decline in interest [1] Group 2 - As of October 20, the latest valuation (PETTM) of the Hang Seng Technology Index ETF (513180) was 22.85 times, which is below 71% of the time since the index was launched, indicating a favorable valuation position [2] - The outlook for the Hong Kong tech sector is positive, benefiting from trends in AI and potential foreign capital inflows due to expected interest rate cuts by the Federal Reserve, alongside continuous increases in southbound capital [2] - Investors without a Hong Kong Stock Connect account can consider the Hang Seng Technology Index ETF (513180) as a means to access core Chinese AI assets [2]
港股科技板块热度居高不下,恒生科技指数ETF(513180)连续10日“吸金”,合计超30亿
Mei Ri Jing Ji Xin Wen·2025-10-21 03:03