Group 1 - The Hang Seng Index rose by 0.45% as of November 10, with notable increases in stocks such as Qutoutiao (over 10%), Great Wall Motors (over 6%), and Dongfang Zhenxuan (over 5%) [1] - The Hong Kong Stock Connect Technology ETF (513860) had a trading volume of 65.28 million yuan, ranking first among its peers, with a real-time premium rate of 0.23% [1] - The ETF experienced a net inflow of 5.524 million yuan on the previous trading day (November 7), marking five consecutive days of net inflows, totaling 65.95 million yuan [1] Group 2 - Over 1 trillion yuan in funds have flowed into Hong Kong, reshaping the market's investor structure and pricing logic, moving towards a structural transformation where pricing power shifts to domestic investors [1] - Despite some fluctuations in the fourth quarter, institutions believe the current market trend is not a short-term rebound, with expectations of continued stability driven by signals of economic recovery in China and improved global liquidity [2] - The Hong Kong Stock Connect Technology ETF closely tracks the CSI Hong Kong Stock Connect Technology Index, which includes 50 large-cap technology companies with high R&D investment and rapid revenue growth [2] Group 3 - Guosen Securities predicts that after hitting a bottom in 2024, the Hong Kong market will perform well in 2025, with an expected annual increase of over 30% [2] - It is anticipated that southbound funds will net inflow 1.4 trillion yuan this year, setting a historical record, and that this influx will significantly impact the valuation of Hong Kong stocks [2] - The target price range for Hong Kong stocks has been raised to 29,000-32,000 points for 2026 based on weighted risk premiums [2]
超万亿元资金南下，港股通科技ETF（513860）上周“吸金”近6600万元，机构上调2026年港股的目标价区间
2 1 Shi Ji Jing Ji Bao Dao·2025-11-10 02:45