港股酝酿春季攻势

Group 1 - The Hong Kong stock market has seen increased trading activity since the beginning of the year, with the Hang Seng Index's average daily turnover returning to the level of 250 billion HKD [1] - The Hong Kong thematic ETFs have attracted over 10 billion HKD in inflows since the start of the year, with several products reaching record high shares, indicating strong capital inflow into the Hong Kong technology sector, including the Hong Kong Stock Connect Technology ETF [1] - The listing of AI companies such as Zhipu Huazhang and MiniMax on the Hong Kong Stock Exchange in January 2026 marks a transition from technology validation to commercial value realization, particularly in advertising, gaming, and social sectors [1] Group 2 - The A-share technology sector is experiencing rising enthusiasm, which is positively impacting the performance of the Hong Kong technology sector [2] - Investment firms suggest focusing on new consumer sectors benefiting from the Federal Reserve's easing expectations and the recovery of the domestic economy, as well as technology sectors with growth potential amid the AI wave [2] - The Hong Kong Stock Connect Technology ETF reached a new scale of 10.117 billion HKD and a share count of 9.224 billion, both record highs since its inception, with significant net inflows observed recently [2] Group 3 - The Hong Kong Stock Connect Technology ETF closely tracks the Hang Seng Stock Connect Technology Index, which reflects the performance of Hong Kong-listed companies related to technology themes, excluding pharmaceuticals, automobiles, and home appliances [3] - Major constituents of the index include leading AI companies such as Tencent, Alibaba, and Xiaomi, which together account for over 40% of the index weight, with Tencent alone representing nearly 15% [3]