港股震荡分化,恒生科技ETF易方达(513010)、港股通互联网ETF(513040)助力布局港股科技资产
Sou Hu Cai Jing·2025-12-22 11:42

Group 1 - The Hong Kong stock market experienced fluctuations, with active sectors including semiconductors, non-ferrous metals, and consumer goods, while the pharmaceutical sector saw a decline [1] - The Hang Seng Technology Index and the CSI Hong Kong Stock Connect Consumer Theme Index both rose by 0.9%, while the CSI Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index fell by 0.8% [1] - Capital inflows continued, with the Hang Seng Technology ETF and the Hong Kong Stock Connect Internet ETF receiving net inflows of 920 million yuan and 280 million yuan respectively last week [1] Group 2 - CITIC Securities highlighted that the "14th Five-Year Plan" emphasizes the construction of a modern industrial system and accelerating high-level technological self-reliance, which may lead to new policy support for strategic emerging industries such as new energy, new materials, and aerospace [1] - By 2026, the Hong Kong stock market is expected to benefit from the internal catalysts of the "14th Five-Year Plan," with investment opportunities in AI-related sectors and consumer electronics [1]

港股震荡分化,恒生科技ETF易方达(513010)、港股通互联网ETF(513040)助力布局港股科技资产 - Reportify