震荡上行趋势不改,港股科技回调或是布局良机
Mei Ri Jing Ji Xin Wen·2025-10-23 02:14

Core Insights - The Hong Kong technology sector is experiencing short-term adjustments, but its long-term upward trend remains intact, presenting strategic investment opportunities for investors [1] - The AH share premium index has significantly decreased from a high of 40% at the beginning of the year to around 20%, indicating a narrowing discount of H-shares relative to A-shares, which reflects a value re-evaluation process [1] - The favorable environment for the Hong Kong technology sector is characterized by global macroeconomic support and continuous inflow of domestic and international capital [1] - Despite market volatility, the overall trend for the sector is expected to continue with a pattern of "downside support and upside potential," making market pullbacks potential buying opportunities for investors [1] - Investors are encouraged to remain rational, ignore short-term noise, and focus on long-term industry development trends to seize opportunities arising from China's economic transformation and technological revolution [1] Related ETFs - The Hong Kong Technology ETF (159101) covers the entire technology industry chain [2] - The Hang Seng Internet ETF (513330) focuses on leading internet companies [2]