多家外资机构看好港股未来走势！恒生科技ETF（513130）最新份额突破518亿份，创成立以来新高

Core Viewpoint - The Hong Kong stock market has recently shown a consolidation pattern after a period of continuous growth, but foreign institutions remain optimistic about its future, citing low valuations and potential for capital inflow [1] Group 1: Market Trends - After a period of continuous increase from October 25 to October 27, 2025, the Hong Kong stock market has entered a phase of fluctuation from October 28 to October 30, 2025 [1] - Morgan Stanley's latest report indicates that the current valuation of Hong Kong stocks is relatively low, which may continue to attract capital inflow [1] - The Hang Seng Technology ETF (513130) has seen significant capital inflow, accumulating 407 million yuan in two trading days from October 28 to October 30, 2025 [1] Group 2: Policy and Industry Developments - A new strategic emerging industry development fund initiated by the State-owned Assets Supervision and Administration Commission was launched on October 29, 2025, with an initial fundraising of 51 billion yuan [1] - The fund aims to accelerate the development of strategic emerging industries, which is expected to enhance the allocation value of the Hong Kong technology sector [1] Group 3: Investment Opportunities - The Hang Seng Technology ETF (513130) has reached a new high in shares at 51.821 billion, reflecting increased trading activity and investor interest [1] - The Hang Seng Technology Index, which the ETF closely tracks, includes 30 strong R&D companies in the Hong Kong market, covering various technology sectors [1] - The current price-to-earnings (P/E) ratio of the Hang Seng Technology Index is 23.50, which is only about 55% of the Nasdaq Index's P/E ratio of 42.38, indicating a "global valuation gap" [1] Group 4: Future Outlook - The general artificial intelligence sector is expected to be a transformative technological driver over the next decade, with predictions of a 100,000-fold increase in total computing power by 2035 [1] - The Hang Seng Technology ETF (513130) is positioned as a key tool for investors looking to allocate resources to core technology assets in Hong Kong [1]