Group 1 - The core viewpoint emphasizes that the growth of the Hong Kong technology sector ETF (513020) is primarily driven by overseas expansion opportunities [1] - The Hang Seng Technology Index has historically shown weak performance in Q4, with a typical recovery in Q1/Q2 of the following year [1] - Key focus areas for 2026 include the overseas business progress of internet giants, with opportunities for domestic cloud and gaming companies due to AI development trends [1] Group 2 - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which includes technology-related companies listed in Hong Kong [1] - The index is concentrated in sectors such as electronics, media, internet, and semiconductor chips, reflecting high-tech innovation characteristics [1] - The index focuses on technology leaders with a high concentration of weight, which can represent the overall performance of the technology industry [1]
关注港股科技ETF（513020）投资机会，出海是驱动增长的核心因素
Mei Ri Jing Ji Xin Wen·2025-12-31 03:17