海外再现算力大单交易！恒生科技ETF（513130）近15个交易日共获34.95亿元资金加仓

Core Viewpoint - The article highlights the increasing investment in AI by major tech companies and the favorable liquidity environment, suggesting that Hong Kong tech assets may benefit from these trends [1]. Group 1: AI Investment and Market Trends - AWS has signed a $38 billion agreement to provide computing power to OpenAI, utilizing hundreds of thousands of NVIDIA GPUs, with all target capacity to be delivered by the end of 2026 [1]. - Recent dovish signals from Federal Reserve officials have strengthened market expectations for interest rate cuts, with a potential 50 basis point cut if future economic data aligns with expectations [1]. Group 2: Hong Kong Tech Sector Performance - The Hang Seng Tech ETF (513130) has seen significant inflows, with 12 out of 15 trading days since October 13, 2025, resulting in a total of 3.495 billion yuan in net inflows, and its latest share count reaching a record high of 52.778 billion [1]. - The Hang Seng Tech Index, which the ETF closely tracks, includes 30 leading Hong Kong tech companies across various sectors, making it a representative index for foreign investors [1]. Group 3: Valuation and Investment Opportunities - The current valuation of the Hang Seng Tech Index is at a price-to-earnings ratio of 22.85, which is in the lower range of the past five years [1]. - The trading volume of the Hang Seng Tech Index accounts for 26.66% of the total Hang Seng Index, also reflecting a lower position compared to the past five years [1]. - The Hang Seng Tech ETF (513130) and its associated funds are positioned as quality tools for investors looking to gain exposure to the Hong Kong tech sector [1]. Group 4: Fund Performance - The Hang Seng Tech ETF (513130) has shown varying performance since its inception, with returns of -30.24%, -21.43%, -8.89%, 21.13%, and 16.37% for the years 2021 to the first half of 2025, respectively [2].