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南向资金累计净买入突破5万亿港元,港股科技ETF天弘(159128)今日上市交易,一键布局港股“估值修复+成长溢价”的慢牛行情
Mei Ri Jing Ji Xin Wen·2025-11-13 06:34

Group 1 - The core viewpoint is that despite recent fluctuations in the Hong Kong stock market, significant capital inflow is occurring, particularly from southbound funds, indicating a strategic interest in undervalued assets [1][2] - As of November 10, the cumulative net inflow of southbound funds since the launch of the Hong Kong Stock Connect has exceeded 50 billion HKD, marking a record high since the mechanism's inception [1] - The newly listed Hong Kong Technology ETF Tianhong (159128) provides investors with a favorable opportunity to invest in the technology sector, showing resilience and recovery potential in the performance of major tech companies [1] Group 2 - Analysts suggest that the continuous record-breaking net purchases of Hong Kong stocks by southbound funds signify a transformation in market liquidity and activity, highlighting a strategic demand for undervalued assets [2] - The Hong Kong market is expected to maintain a "valuation repair + growth premium" slow bull market trend, supported by policy backing, industrial upgrades, and global liquidity easing [2] - Investors without a Hong Kong Stock Connect account can access core Chinese AI assets through the Hong Kong Technology ETF Tianhong (159128) [2]