单日吸金近7亿元！恒生科技ETF（513130）基金份额升至594亿份，多重利好或助力港股配置机遇

Core Viewpoint - The recent performance of the Hang Seng Tech ETF (513130) indicates strong investor interest, with significant capital inflows and a favorable market outlook for the Hong Kong tech sector driven by expectations of RMB appreciation and increased foreign investment [1][2][3]. Group 1: Market Performance - The Hang Seng Tech ETF experienced a net inflow of 687 million yuan on January 7, 2026, increasing its fund size to 44.5 billion yuan and total shares to 59.4 billion [1][8]. - The Hong Kong stock market, particularly the tech sector, has shown signs of recovery, with a total net purchase of 27.6 billion HKD by southbound funds in the first three trading days of 2026, reflecting a rebound in confidence from mainland investors [2][9]. Group 2: Valuation and Growth Potential - The Hang Seng Tech Index currently has a price-to-earnings (PE) ratio of 23.68, which is at the lower end of its historical range, suggesting significant potential for valuation recovery [3][10]. - Goldman Sachs projects that Chinese corporate earnings will grow by 14% and 12% in 2026 and 2027, respectively, with an additional estimated 10% potential for valuation recovery, driven by advancements in AI, corporate expansion abroad, and anti-involution policies [4][11]. Group 3: Investment Vehicle Advantages - The Hang Seng Tech ETF offers advantages such as large scale, good liquidity, and support for T+0 trading, with a low management fee of only 0.2% per year [5][12]. - Investors unable to directly trade ETFs can consider related ETF-linked funds for exposure [5][12].