港股科技ETF（513020）涨超1.7%，“十五五”催化产业升级成焦点

Core Viewpoint - The "14th Five-Year Plan" has shifted its focus to technology-driven industrial upgrades, emphasizing self-reliance in technology and the importance of the aerospace industry as a new key direction [1] Group 1: Policy Direction - The new policy emphasizes maintaining a reasonable proportion of the manufacturing industry while prioritizing technological innovation and breakthroughs in key core technologies [1] - There is a significant increase in the strategic importance of industrial upgrades compared to the previous five-year plan [1] Group 2: Investment Focus - The technology sector, particularly represented by artificial intelligence, will remain a long-term investment theme, integrating deeply with China's advantageous industries [1] - Key areas for investment include leading internet platforms with full-stack development capabilities, high-end equipment manufacturing, and new power equipment [1] Group 3: Market Instruments - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which selects securities from Hong Kong-listed companies involved in information technology, electronic components, and interactive media [1] - The index focuses on larger market capitalization companies with high R&D investment and growth potential, reflecting the overall performance of technology-related listed companies within the Hong Kong Stock Connect [1]