四大利好共振 港股科技或迎来配置良机

Core Viewpoint - The Hong Kong technology sector has entered a phase of consolidation after a strong rally, presenting a potential investment opportunity due to improving liquidity, industry catalysts, valuation advantages, and profit expectations [1] Group 1: Market Dynamics - The Federal Reserve's resumption of interest rate cuts has led to upward trends in both A-shares and H-shares, suggesting that foreign investors may benefit from increasing allocations to currently underweighted A-shares and H-shares [1] - The technology companies in Hong Kong are experiencing significant catalysts, particularly with a surge in AI capital expenditures [1] - There is a growing expectation of asset revaluation in China, with Hong Kong stocks showing a continued upward trend despite ongoing fluctuations, indicating that valuation levels remain relatively low [1] Group 2: Profit Expectations - Major Hong Kong indices are projected to achieve double-digit profit growth next year, with the Hang Seng Technology Index expected to show particularly strong growth [1] - The long-term high prosperity trend of the AI industry chain is anticipated to continue, with sustained high growth in AI-related business revenues [1] Group 3: Investment Tools - The Hang Seng Hong Kong Stock Connect Technology Theme Index, with its unique composition and constituent stocks, is identified as a key tool for capturing investment opportunities in the technology sector [1] - The index includes leading stocks from various sectors such as software services, semiconductors, and media, reflecting the overall development of the Hong Kong technology sector [2] Group 4: ETF Products - The Silverhua Hong Kong Technology 30 ETF and its associated funds are designed to track the Hang Seng Hong Kong Stock Connect Technology Theme Index, potentially enabling investors to capitalize on the growth of the Hong Kong technology sector in the AI era [2]