Core Insights - The Hong Kong technology sector has shown a "leading stocks rallying and sector breakout" trend since the beginning of 2024, becoming one of the most prominent market themes [1] - The profitability of leading companies has attracted more capital, creating a positive cycle of "rising prices - capital influx - performance improvement" within the sector [1] - Foreign institutions maintain a bullish outlook on Chinese assets, emphasizing the growth potential of the technology industry and the valuation advantages of the Hong Kong market [1] Investment Opportunities - Investors are encouraged to focus on two types of opportunities: leading companies in high-end manufacturing fields such as AI, and growth companies with reasonable valuations, technological barriers, and market competitiveness [1] - The dual drivers of "technological innovation + valuation recovery" are expected to continue generating excess returns for investors in the Hong Kong technology sector [1] Related ETFs - Hong Kong Stock Connect Technology ETF (159101) covers the entire AI industry chain [1] - Hang Seng Internet ETF (513330) focuses on leading internet companies [1]
外资机构预计科技股引领的港股行情仍具持续性
Mei Ri Jing Ji Xin Wen·2025-11-05 03:36