港股科技板块显著回暖！恒生科技ETF（513130）已连续10个交易日获资金加仓

Core Insights - The Hong Kong technology sector has seen a significant reduction in risk after a prolonged period of deep correction, with recent positive factors such as rising expectations for a Federal Reserve interest rate cut, advancements in AI models, and a busy earnings disclosure period contributing to market activity [1][2] Market Performance - The Hang Seng Technology ETF (513130) has shown high liquidity, with daily trading volumes of 6.789 billion, 9.796 billion, and 7.060 billion yuan over the last three trading days, and a mid-day trading volume exceeding 3.4 billion yuan today [1] - As of November 24, 2025, 19 out of 30 companies in the Hang Seng Technology Index have reported Q3 earnings, with 16 companies showing year-on-year revenue growth and 13 companies reporting year-on-year net profit growth [2] Investment Sentiment - A prominent internet company is set to release its Q3 report tonight, which will provide insights into capital expenditure and AI application progress, serving as an important reference for domestic AI development [2] - The recent public testing of the Qianwen App has surpassed 10 million downloads within a week, exceeding competitors like ChatGPT, Sora, and DeepSeek, which has positively impacted market confidence [2] - A leading consumer electronics founder has invested over 100 million HKD in company stock, demonstrating strong confidence in the company's future [2] Fund Performance - The Hang Seng Technology ETF (513130) has experienced a net inflow of 2.76 billion yuan over the last 10 trading days, with its latest share count reaching 58.877 billion, marking a new high for seven consecutive trading days [2] - The current price-to-earnings ratio of the Hang Seng Technology Index stands at 21.56, which is at a relatively low percentile compared to the past five years, indicating a potential value investment opportunity [2] Fund Characteristics - The Hang Seng Technology ETF (513130) is recognized as a preferred tool for investors looking to allocate to the Hong Kong technology sector, with over 220,000 account holders as of the latest mid-year report [2] - The fund offers advantages such as large scale, good liquidity, and support for T+0 trading, with a low annual management fee of 0.2%, making it an attractive option for low-cost investment in Hong Kong technology assets [2]