2026年港股首个交易日恒生科技指数涨超4%领跑全球市场！多重利好催化港股科技行情，港股纯粹“硬科技”标的港股通科技ETF(159262)涨超4%

Group 1 - The Hong Kong stock market experienced a significant rise on the first trading day of 2026, with the Hang Seng Index recovering above 26,000 points, closing up by 2.76% [1] - The offshore RMB exchange rate against the US dollar broke 6.97, reaching a new high since May 2023, which encouraged capital inflow into Hong Kong stocks [1] - The listing of Wallen Technology, known as the "first GPU stock" in Hong Kong, saw a substantial increase on its debut, boosting market sentiment towards hard technology, semiconductors, and AI sectors [1] Group 2 - Analysts from Galaxy Securities noted that the strengthening of the RMB and the performance of the Hong Kong stock market during the holiday period could enhance investor confidence, potentially leading to an early start of the spring market rally [2] - The 2026 outlook suggests a bullish trend for the Hong Kong stock market, with a projected net profit growth rate of 7.3% for Hong Kong Stock Connect constituent stocks, particularly in the information technology, consumer discretionary, and healthcare sectors [2] - The appreciation of the RMB is expected to attract global capital back to Hong Kong stocks, further supporting valuation recovery [2] Group 3 - The Hong Kong Stock Connect Technology ETF (159262) saw a significant increase, with a 4.07% rise as of January 5, 2026, and a total inflow of 9.48 billion RMB over the past eight trading days [3][4] - The ETF closely tracks the Hang Seng Stock Connect Technology Index, which focuses on technology-related companies listed in Hong Kong, excluding pharmaceuticals, automobiles, and home appliances [3] - The valuation of the index is at a historical low, with a price-to-book ratio of 3.36, indicating strong value for investors [3] Group 4 - Major AI leaders such as Tencent, Alibaba, and Xiaomi collectively account for over 42% of the ETF's weight, with Tencent alone representing nearly 15% [4] - The concentration of core "hard technology" stocks like SMIC and Hua Hong Semiconductor contributes to a robust technology leader group within the ETF [4]