外资机构上调中国科技资产评级！恒生科技ETF（513130）近六个交易日合计获近31亿份净申购
Mei Ri Jing Ji Xin Wen·2025-10-21 03:23

Group 1 - UBS Wealth Management has designated technology as its "global preferred sector" and upgraded the rating of Chinese tech stocks to the most attractive, citing increasing confidence in the ability of leading Chinese tech companies to monetize artificial intelligence [1] - Goldman Sachs has also expressed optimism about several Chinese tech leaders' capabilities to deeply transform existing business lines and enhance efficiency through AI technology [1] - The Hong Kong stock market is experiencing renewed activity in the tech sector, driven by news catalysts and the narrative surrounding artificial intelligence [1] Group 2 - The Hang Seng Technology ETF (513130) has seen a net inflow of 2.476 billion yuan over six consecutive trading days since October 13, 2025, making it a key tool for investors looking to capture opportunities in Hong Kong's tech leaders [1] - The Hang Seng Technology ETF has achieved a record high in total shares, reaching 51.415 billion shares, with a significant increase in average daily trading volume to 7.986 billion yuan compared to 6.763 billion yuan in the previous month [1] - The Hang Seng Technology Index, which the ETF closely tracks, includes 30 strong R&D internet platforms and tech manufacturing companies, showcasing its comprehensive and representative characteristics [1] Group 3 - The Hang Seng Technology Index is currently trading at a significant discount compared to the Nasdaq, with a price-to-earnings ratio of 22.85 times and a price-to-book ratio of 3.34 times, which are only 52% and 45% of the respective Nasdaq ratios [1] - The favorable conditions from potential interest rate cuts by the Federal Reserve and positive developments in the AI industry are expected to benefit the overall valuation uplift of the Hong Kong tech sector [1] - Shenwan Hongyuan Securities predicts that the technology sector will continue to experience more significant catalysts than cyclical sectors before spring 2026, suggesting a new round of tech market momentum [2]