ETF盘中资讯 “港股芯片”再调整，资金跑步进场！港股信息技术ETF（159131）跌超2%再获净申购500万份

Group 1 - The Hong Kong stock market's chip industry chain experienced a decline, with several companies such as Jiufang Zhitu Holdings and Cloudwalk Technology dropping over 4% [1] - The first ETF focusing on the Hong Kong chip industry, the Hong Kong Information Technology ETF (159131), opened lower, down 2.09%, with a trading volume of 22.35 million yuan and a net subscription of 5 million shares during the day [1] - The semiconductor supply chain's self-sufficiency is identified as a core theme with high long-term investment value in China's hard technology sector, supported by strong domestic demand and policy backing [1][3] Group 2 - The Hong Kong Information Technology ETF (159131) tracks an index composed of 70% hardware and 30% software, heavily investing in semiconductor and electronic companies, with notable weights for companies like SMIC and Xiaomi [3] - The ETF excludes major internet companies like Alibaba and Tencent, aiming to capture the dynamics of the Hong Kong AI hard technology sector more effectively [3] - Global geopolitical shifts are reshaping the semiconductor industry, with major economies prioritizing local manufacturing to mitigate supply chain risks, a trend also observed in China [1][3]