Group 1 - The Hong Kong stock market's semiconductor industry chain is experiencing an upward trend, with the Hang Seng Technology Index rising nearly 1%, and notable increases in stocks such as Hua Hong Semiconductor and SMIC [1] - The first Hong Kong ETF focusing on the semiconductor industry chain (159131) has seen a price increase of 2.26%, indicating strong buying interest and confirming a rebound pattern [1] - According to Guojin Securities, the current market is at the beginning of a new storage cycle driven by AI demand, suggesting a focus on storage inventory, price data, and the impact of AI on storage chip demand [1] Group 2 - The Hong Kong ETF (159131) is composed of 70% hardware and 30% software, heavily investing in semiconductor, electronics, and computer software sectors, with significant weights in companies like SMIC and Xiaomi [2] - The ETF excludes major internet companies like Alibaba and Tencent, allowing for a sharper focus on the AI hard technology market in Hong Kong [2]
触底反弹三连涨！港股芯片半导体集体爆发，港股信息技术ETF（159131）早盘大涨超2.2%
Mei Ri Jing Ji Xin Wen·2025-11-27 02:42