Mei Ri Jing Ji Xin Wen·2025-10-28 03:40Group 1 - The core theme of technological self-reliance is strengthening, with the Hong Kong stock market's semiconductor sector showing robust performance [1] - Major stocks like SMIC and Hua Hong Semiconductor received significant net purchases from southbound funds, amounting to HKD 11.43 billion and HKD 9.86 billion respectively, ranking first and third among the top ten active stocks [1] - The newly launched Hong Kong Information Technology ETF (159131) is gaining market attention, tracking the CSI Hong Kong Stock Connect Information Technology Composite Index, which consists of 70% hardware and 30% software [1] Group 2 - The Hong Kong Stock Connect Information Technology Composite Index has achieved a cumulative increase of 110.93% from December 30, 2022, to September 30, 2025, significantly outperforming other Hong Kong technology indices [2] - As of October 16, 2025, the index's price-to-earnings ratio stands at 42.68 times, which is substantially lower than major global technology indices like the ChiNext Index and NASDAQ [2] - The index includes 41 hard technology companies, with SMIC holding a weight of 19.41%, Xiaomi at 10.28%, and Hua Hong Semiconductor at 5.11%, indicating a high concentration of leading stocks [1][2]