关注港股科技ETF（513020）投资机会，一键把握【互联网+半导体+创新药+新能源车】等港股核心资产

Core Viewpoint - The Hong Kong stock market is buoyed by the sentiment and policy expectations from the mainland, particularly in technology and consumer sectors, leading to improved valuation expectations for mainland companies listed in Hong Kong [1] Group 1: Market Trends - The mainland's proactive policies on technological independence and consumer stimulation significantly enhance the valuation expectations for technology and consumer companies listed in Hong Kong [1] - The technology growth sector is expected to continue being a market focus due to the clear policy direction from the government promoting technological self-reliance [1] - A structural differentiation in the market is anticipated, with hotspots likely to concentrate in specific areas that benefit from policy catalysts and industrial breakthroughs [1] Group 2: Sector Performance - Benefiting from the mainland's policy support in technology and consumption, related sectors are expected to continue their recovery trend [1] - The development of Hong Kong's own biotechnology industry may also present structural opportunities [1] Group 3: Investment Products - The Hong Kong Stock Connect Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), covering core assets in the Hong Kong market such as internet, innovative pharmaceuticals, and new energy vehicles [1] - The Hong Kong Stock Connect Technology Index has a higher allocation in new energy vehicles and innovative pharmaceuticals compared to the Hang Seng Technology Index [1] - From the base date at the end of 2014 to October 2025, the cumulative return of the Hong Kong Stock Connect Technology Index is 256.46%, outperforming the Hang Seng Technology Index by nearly 160% [1]