Group 1 - The Hong Kong technology sector is experiencing a decline, with the Hong Kong Stock Connect Technology ETF (159101) dropping over 2%, and major holdings like JD Health, Kingsoft Biotech, Innovent Biologics, Hua Hong Semiconductor, SMIC, and WuXi Biologics seeing significant losses [1] - The U.S. released the delayed September non-farm payroll report, showing an unemployment rate that exceeded expectations, contributing to short-term pressure on the Hong Kong market [1] - The Federal Reserve's meeting minutes indicate significant disagreement among officials regarding whether to continue interest rate cuts in December, impacting market sentiment [1] Group 2 - Kuaishou's AI video model has upgraded to Turbo 2.5, positioning it among the global leaders, with a B-end commercialization package set to launch, indicating substantial future monetization potential [1] - Despite short-term fluctuations, the long-term growth logic for the Hong Kong technology sector remains clear, supported by valuation recovery and ongoing policy empowerment [1] - The Hong Kong Stock Connect Technology ETF (159101) has seen a net inflow of funds for four consecutive days, accumulating 206 million yuan, with a latest scale of 2.398 billion yuan as of November 20 [1]
资金“越跌越买”,港股通科技ETF基金(159101)持续打开低位布局通道
Sou Hu Cai Jing·2025-11-21 03:28