上周股票型ETF净申购创近6个月新高,恒生科技指数ETF(513180)份额增长跻身前五
Mei Ri Jing Ji Xin Wen·2025-10-21 06:27

Group 1 - The Hong Kong stock market indices collectively rose, with the Hang Seng Tech Index increasing by over 2%, led by stocks such as Bilibili, SMIC, Horizon Robotics, Xpeng Motors, BYD Electronics, and Sunny Optical Technology [1] - The recent report from Zhongyin Securities highlighted that last week saw a net subscription of 59.306 billion yuan in equity ETFs, marking the ninth consecutive week of net subscriptions, with a week-on-week increase of 19.837 billion yuan, the largest weekly net subscription in six months [1] - The report anticipates that the "14th Five-Year Plan" will focus on four main areas: economy, reform, technology, and people's livelihood, with a particular emphasis on technology to enhance innovation capabilities and stabilize supply chains [1] Group 2 - As of October 20, the latest valuation (P/E TTM) of the Hang Seng Tech Index ETF (513180) was 22.85 times, which is below 71% of the time since the index was launched, indicating a low valuation [2] - The outlook for the Hong Kong tech sector is optimistic, benefiting from trends in AI and potential foreign capital inflow due to expected interest rate cuts by the Federal Reserve, along with continuous increases in southbound capital [2]