就要闪耀（9131）！聚焦港股芯片产业链：国内首只港股信息技术ETF（159131）火热发售中

Core Insights - The global capital market is increasingly focused on the semiconductor sector, with a notable lack of ETFs heavily invested in Hong Kong's semiconductor industry compared to A-shares [1] - The newly launched Hong Kong Information Technology ETF (159131) is gaining attention due to its tracking of the "semiconductor + electronics + computer software" sectors and the valuation advantages of Hong Kong stocks over A-shares [1] - The index tracked by the ETF, the CSI Hong Kong Stock Connect Information Technology Composite Index, has seen a rebound, approaching previous highs as of October 30 [1] Summary by Sections ETF and Index Performance - The Hong Kong Information Technology ETF (159131) tracks the CSI Hong Kong Stock Connect Information Technology Composite Index, which consists of 70% hardware and 30% software [1] - As of September 30, 2025, the index includes 41 Hong Kong hard-tech companies, with notable weightings: SMIC at 19.41%, Xiaomi Group at 10.28%, and Hua Hong Semiconductor at 5.11% [1] - The top ten stocks in the index account for 72% of the total weight, indicating a high concentration of leading companies [1] Historical Performance - From December 30, 2022, to September 30, 2025, the CSI Hong Kong Stock Connect Information Technology Composite Index has achieved a cumulative increase of 110.93%, outperforming other Hong Kong technology indices [2] - The maximum drawdown for the index during this period was -36.31%, which is better than the drawdowns of other technology indices [2] Valuation Metrics - As of October 16, 2025, the price-to-earnings ratio of the CSI Hong Kong Stock Connect Information Technology Composite Index was 42.68, significantly lower than the 51.92% percentile over the past three years [2] - The H-shares of hard-tech companies, represented by SMIC, are valued significantly lower than their A-share counterparts, presenting potential growth opportunities for investors through the ETF [2]