港股迎2009年以来最强“开门红”，港股科技ETF（513020）大涨近4%

Core Viewpoint - The Hong Kong stock market experienced a strong start in 2026, with the Hang Seng Index rising by 2.76%, marking the best opening performance since 2009, and the Hang Seng Tech Index increasing by 4% [1] Group 1: Market Performance - The Hong Kong stock market saw significant inflows, with over HKD 10 billion in southbound capital purchases, setting a new annual record [1] - The Hong Kong Technology ETF (513020) rose nearly 4% during intraday trading, with a net inflow exceeding HKD 100 million over the past 20 days [1] Group 2: Sector Highlights - The Hong Kong Technology ETF (513020) tracks the CSI Hong Kong Stock Connect Index, encompassing leading stocks in sectors such as internet, chips, innovative pharmaceuticals, and new energy, including Alibaba, Xiaomi, Tencent, Meituan, BYD, and SMIC [3] - The Hong Kong Stock Connect Technology Index has outperformed the Hang Seng Tech Index and the Hong Kong Stock Connect Internet Index, with a cumulative increase of 45.19% from 2018 to the present, while the Hong Kong Stock Connect Internet Index decreased by 13.08% and the Hang Seng Tech Index fell by 0.61% during the same period [5][6] Group 3: Future Outlook - The development of AI in North America is expected to enhance the attractiveness of Hong Kong tech stocks, with leading internet companies leveraging their data and technology advantages to gain a competitive edge in AI model training [8] - Traditional internet platform companies are anticipated to shift focus from user growth to efficiency and overseas expansion in 2026, with AI technologies expected to improve profit margins and drive growth in cross-border e-commerce and digital content [9] - AI is projected to address long-standing challenges in various sectors, including smart driving, smart manufacturing, and innovative drug development, potentially leading to significant advancements in these areas [9] Group 4: Investment Opportunities - Investors are encouraged to consider the Hong Kong Technology ETF (513020) to capitalize on investment opportunities within the Hong Kong tech sector, which reflects a diversified representation of core technology assets and the overall performance of leading tech companies in the market [10]