ETF盘中资讯｜恒生科技异动拉升，首只“港股芯片链”ETF盘中大涨近2%！机构：港股迎来年内最后一次交易窗口

Core Viewpoint - The Hong Kong stock market is experiencing a strong performance, particularly in the technology sector, with a notable rise in the Hong Kong chip industry and the launch of the first ETF focused on this sector [1][3]. Group 1: Market Performance - The Hong Kong stock market showed strength on December 19, with the Hang Seng Technology Index rising over 1% [1]. - The first ETF focusing on the Hong Kong chip industry (ETF 159131) saw a price increase of 1.94% and a real-time transaction volume of 25 million CNY [1]. Group 2: ETF Details - The Hong Kong Information Technology ETF (159131) tracks an index composed of 70% hardware and 30% software, heavily investing in semiconductor, electronics, and computer software sectors [3]. - The ETF includes 42 Hong Kong hard-tech companies, with significant weights in companies like SMIC (20.48%), Xiaomi Group (9.53%), and Hua Hong Semiconductor (5.80%) [3]. - The ETF excludes major internet companies like Alibaba, Tencent, and Meituan, allowing for a sharper focus on the AI hard-tech market [3]. Group 3: Industry Outlook - There is a strong demand for AI computing power globally and in China, with the domestic AI chip market expected to grow rapidly due to supportive policies and strong downstream demand [3]. - The domestic AI chip industry is seen as a key area for future development, driven by multiple factors including policy support and significant replacement opportunities [3].