跌出机会？恒生互联网ETF（513330）1周净流入24亿元！

Group 1 - The core viewpoint is that the Hong Kong stock technology sector has become a key target for capital due to its high growth potential, amidst the backdrop of "excess liquidity" and "asset scarcity" in the domestic market [1] - In 2025, southbound capital is expected to reach a record inflow of nearly 1.3 trillion HKD, with a significant increase in the technology sector's share, making it a central focus for domestic investors in Hong Kong stocks [1] - The influx of funds is strongly supported by a loose liquidity environment, with the one-year fixed deposit rate in China dropping to a historical low of 0.95%, leading to a noticeable trend of "activating" deposits among the 150 trillion CNY of household savings [1] Group 2 - The M1 year-on-year growth rate rose to 7.2% in September, with 1.3 trillion CNY of household demand deposits shifting towards the capital market during July and August [1] - Amid the global trend of "de-dollarization," the allocation of funds from Asia-Pacific (excluding Japan) to the Chinese market has rapidly increased to near benchmark levels, creating a synergy between foreign and domestic capital that continues to drive the valuation recovery of the Hong Kong stock technology sector [1] - With the continuation of the loose liquidity pattern, the capital premium for the technology sector is expected to further expand [1] Group 3 - Recently, there has been a significant inflow of ETF funds into core AI assets in Hong Kong stocks, with the Hang Seng Internet ETF (513330) seeing a net inflow of 2.4 billion CNY in just one week, indicating strong confidence from large investors in the Hong Kong technology sector [1]