Core Viewpoint - The Hong Kong stock technology sector is expected to maintain strong momentum driven by the acceleration of computing power layout and AI application developments, with significant investment opportunities in internet heavyweight assets [1] Group 1: Technology Sector Insights - The technology sector is showing a strong leading role, with major players accelerating their computing power strategies [1] - Recent developments in AI applications, such as the unexpected success of Doubao mobile assistant and Kuaishou's new model focusing on multimodal creation, are creating competitive dynamics [1] - OpenAI is set to release GPT-5.2, which is anticipated to boost the AI application sector [1] Group 2: Media and Gaming Sector Outlook - Although the media sector has underperformed in the short term, there is a long-term positive outlook due to the potential explosion of open-source large models and the reshaping of application patterns [1] - The gaming sector's valuations are entering a favorable zone, presenting potential investment opportunities [1] Group 3: ETF and Index Performance - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which includes core assets in internet, innovative pharmaceuticals, and new energy vehicles, reflecting a diversified technology industry characteristic [1] - The Hong Kong Stock Connect Technology Index has outperformed the Hang Seng Technology Index, with a cumulative return of 256.46% from the base date at the end of 2014 to October 2025, exceeding the Hang Seng Technology Index's return of 96.94% by nearly 160% [1]
港股科技ETF(513020)近20日净流入超2.4亿元,科技板块引领作用显著
Mei Ri Jing Ji Xin Wen·2025-12-09 06:11