Group 1 - The Hong Kong stock market showed a positive trend with the Hang Seng Technology Index rising over 0.5%, driven by gains in tech stocks, coal, and oil sectors, while gold stocks weakened [1] - The largest ETF tracking the A-share market, the Hang Seng Technology Index ETF (513180), saw a slight increase, with notable gains from stocks like NIO, XPeng Motors, Xiaomi, Kingdee International, Li Auto, and Trip.com, particularly Xiaomi which rose over 4% [1] - According to Zhongtai Securities, the Hong Kong stock market holds medium to long-term investment value due to the dual backdrop of a potential Federal Reserve rate cut cycle and policy support, despite short-term adjustments in the tech sector [1] Group 2 - As of October 31, the latest valuation (PETTM) of the Hang Seng Technology Index ETF (513180) was 22.85 times, indicating it is in a historically low valuation range, below 71% of the time since the index was launched [2] - The tech sector in Hong Kong is expected to benefit from current trends in AI, with potential for foreign capital inflow exceeding expectations due to the Federal Reserve's rate cuts and continuous southbound fund accumulation [2] - Investors without a Hong Kong Stock Connect account can access core Chinese AI assets through the Hang Seng Technology Index ETF (513180) [2]
稀缺性和成长性仍存，资金积极“抢筹”，恒生科技指数ETF（513180）10月“吸金”近40亿
Sou Hu Cai Jing·2025-11-03 06:24