Group 1 - The Hong Kong stock market started 2026 positively, with the Hang Seng Index closing up 2.76% and the Hang Seng Tech Index rising 4% [1] - Semiconductor stocks experienced significant gains, with Hua Hong Semiconductor up approximately 9% and SMIC up about 5% [1] - The global semiconductor market is expected to reach a record high in 2025, with a projected growth of 9% to $760.7 billion in 2026, driven by AI [1] Group 2 - Under the backdrop of loose monetary policies, both foreign and southbound capital are expected to continue net inflows, leading to a potential increase in profitability for Hong Kong-listed companies [2] - The technology sector remains a long-term investment focus, with expectations of a rebound in valuations due to multiple favorable factors [2] - As of January 5, 2026, the Hang Seng Tech ETF has seen a 21.09% increase over the past year, with significant inflows of 1.50 billion yuan over the last eight trading days [2] Group 3 - The Hang Seng Tech ETF (513380) covers high-quality technology leaders in the Hong Kong stock market, focusing on companies highly related to technology themes [3]
2026年首个交易日实现“开门红”，科技催化驱动下港股科技板块仍是中长期投资主线，恒生科技ETF广发(513380)盘中涨近4%
Xin Lang Cai Jing·2026-01-05 03:03