Group 1 - The core viewpoint indicates that the Hong Kong stock market, particularly the technology sector, is experiencing fluctuations due to a combination of global tech stock sentiment and the mild strengthening of A-shares, with a decrease in risk appetite as the year-end approaches [1] - Despite short-term emotional disturbances, the core driving force of the Hong Kong tech sector remains intact, with valuations entering an attractive historical range after continuous adjustments [1] - The growth logic of leading Hong Kong tech companies is undergoing profound changes, with performance growth accelerating from valuation recovery to profit realization, supported by advancements in AI applications, large models, and cloud services [1] Group 2 - The rolling price-to-earnings ratios of the Hang Seng Tech Index and the China Securities Hong Kong Stock Connect Internet Index are both below 25 times, positioned at the 32nd and 26th percentiles since the indices were launched [2] - The Hang Seng Tech ETF (513010) and the Hong Kong Stock Connect Internet ETF (513040) track these indices, providing investors with convenient access to the Hong Kong tech and internet sectors [2]
港股科技板块或迎估值与逻辑双击,关注恒生科技ETF易方达(513010)、港股通互联网ETF(513040)等产品配置价值
Mei Ri Jing Ji Xin Wen·2025-11-11 03:53