加仓还看港股科技板块！恒生科技ETF（513130）近两个交易日净申购超10亿份

Core Viewpoint - The Hong Kong technology sector has experienced fluctuations since late October 2025, but investment through ETFs remains strong, particularly in the Hang Seng Tech ETF, which has seen significant inflows and record net subscriptions [1] Group 1: ETF Performance - The Hang Seng Tech ETF (513130) has accumulated 931 million yuan in inflows over two trading days (November 3-4), making it the only ETF tracking the Hang Seng Tech Index to attract over 800 million yuan during this period [1] - On November 4, the ETF recorded a net inflow of 656 million yuan, marking a new high in over eleven trading days [1] - The total net subscription for the ETF over the two days reached 1.188 billion units, increasing its total shares to 53.616 billion, a new record since its inception [1] Group 2: Market Outlook - As the Hong Kong market approaches year-end adjustments, macroeconomic benefits from policies like the "14th Five-Year Plan" are emerging, although short-term catalysts may be lacking [1] - Despite market fluctuations, the technology sector is viewed as a long-term investment focus, especially with expectations of continued interest rate cuts by the Federal Reserve and strong performance from overseas AI leaders [1] - The current valuation of the Hang Seng Tech Index, with a PE-TTM of 22.59, is relatively low compared to major tech indices in A-shares and US markets, indicating potential for value reassessment [1] Group 3: Policy Support - The China Securities Regulatory Commission announced plans to expand the scope of stocks eligible for trading under the Shanghai-Hong Kong Stock Connect, which could enhance capital inflows into the Hong Kong market [1] - The Hang Seng Tech ETF tracks 30 leading companies in the technology sector, covering high-growth areas such as the internet, AI, chips, and smart driving, making it a key tool for investing in Chinese tech assets [1] - The ETF has a large scale and high liquidity, supporting T+0 trading, and investors can also participate through linked funds [1]