Group 1 - The Hong Kong stock market opened higher on November 3, with the Hong Kong Stock Connect Technology ETF (513860) experiencing a peak increase of 0.50% during the day, but closing down by 0.62% [1] - The ETF saw significant premium trading with a premium discount rate of 0.24%, and three out of the last five trading days recorded net inflows totaling 14.9 million yuan [1] - The ETF closely tracks the CSI Hong Kong Stock Connect Technology Index, which selects 50 large-cap, high R&D investment, and fast revenue growth technology companies, including major stocks like Alibaba, Tencent, Xiaomi, and SMIC [1] Group 2 - The State Council meeting on October 31 emphasized accelerating the cultivation of application scenarios and promoting large-scale applications in new fields, focusing on supply-demand alignment and prioritizing new high-value scenarios [2] - Donghai Securities highlighted the importance of grasping the technology theme, noting that technological advancements will significantly impact long cycles, particularly in the context of the current AI-driven technological transformation [2] - Guotai Junan Securities indicated that the current valuation of the Hong Kong stock market is low compared to historical and overseas levels, suggesting potential upward movement and a favorable environment for foreign capital inflow in the coming year [2]
AI浪潮下机构看好港股科技主线，港股通科技ETF（513860）上周累计“吸金”超千万元，美图公司涨超5%