Group 1 - The Hong Kong Hang Seng Index has outperformed major indices with a rise of over 30% this year, shifting from valuation recovery to structural opportunity exploration [1] - Investors are focusing on high-quality assets characterized by "low valuation + high prosperity," with sectors like retail, semiconductors, materials, capital goods, software and services, automotive, and insurance showing mid-term allocation value [1] - Representative companies in the "low valuation + high prosperity" category include Alibaba, Meituan, Kuaishou, Huahong Semiconductor, ASMPT, Kingsoft, Bilibili, and Meitu [1] Group 2 - The Hang Seng Hong Kong Stock Connect Technology Theme Index, which includes the aforementioned companies, has a one-year increase of 56.9% and an annualized Sharpe ratio of 1.81, both ranking first among 15 similar indices [2] - The Hong Kong Stock Connect Technology ETF (159262) is the largest product tracking this index, with a net inflow of funds for 11 consecutive weeks, reaching a scale of over 5.7 billion [2] - Tianfeng Securities highlights the ETF's advantage in covering a balanced distribution across internet, software, and hardware sectors, with a strong correlation to the core AI sector expected to yield valuation premiums in 2025 [3]
掘金港股“低估值+高景气”资产 港股通科技ETF（159262）受关注
Zhong Zheng Wang·2025-10-27 07:00