Group 1 - The Hang Seng Index opened down 0.07%, while the Hang Seng Tech Index opened down 0.65%, indicating a generally negative market sentiment in the Hong Kong stock market [1] - The Hong Kong Tech 30 ETF (513160) saw a net inflow of nearly 120 million yuan yesterday, with a total of over 280 million yuan accumulated in net inflows over the past five trading days [1] - The top ten holdings of the Hong Kong Tech 30 ETF include major tech companies such as SMIC, Kuaishou-W, Tencent Holdings, Alibaba-W, and Xiaomi Group-W, reflecting a strong focus on leading tech stocks [1] Group 2 - As of October 29, 31 private equity firms with over 10 billion yuan in assets have made significant adjustments to their portfolios, with over half of their funds allocated to the technology sector [2] - Major institutions like Highfields Asset Management, Jinglin Asset Management, Lingren Private Equity, and Chongyang Investment have notably adjusted their holdings, indicating a strategic shift towards technology investments [2] - Huatai Securities suggests that the Hong Kong tech sector may still be in a favorable positioning phase, with potential for further improvement in market sentiment driven by new developments in the internet and technology sectors [2]
百亿私募三季度超半数资金涌入科技赛道，港股科技30ETF（513160）盘中上涨，昨日“吸金”近1.2亿元
2 1 Shi Ji Jing Ji Bao Dao·2025-10-31 02:19