AH股轮动!创业板指回调,恒生科技、港股通科技开启补涨

Group 1 - The core viewpoint of the articles indicates that the Hong Kong technology sector is experiencing a rebound after a period of adjustment, with significant inflows of capital and a favorable valuation environment [1][2] - The A-share technology index has led the rebound since November 2025, driven by demand for computing hardware, while the Hong Kong technology sector has lagged due to liquidity issues and a focus on software applications [1] - Recent data shows that on January 5, net inflows from southbound capital exceeded 18.2 billion yuan, indicating renewed interest in Hong Kong technology stocks as the market enters a new assessment cycle [1] Group 2 - The Hang Seng Technology Index ETF (513180.SH) serves as a benchmark index covering internet, hard technology, and new energy vehicle sectors [2] - The enhanced version of the Hang Seng Technology ETF (159101.SZ) adds exposure to the biotechnology sector and increases the weight limit for individual components to 15% [2] - The Hang Seng Internet ETF (513330.SH) focuses more on software applications and internet media, with major stocks like Alibaba, Tencent, and Meituan accounting for nearly 40% of its weight [2]

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