AI应用积极落地,推动资金逆势布局港股科技板块,恒生科技ETF(513130)份额达633亿份、再创历史新高!
Jin Rong Jie·2026-01-21 04:18

Group 1 - The article highlights increasing geopolitical tensions globally, particularly the trade friction caused by the U.S. imposing tariffs on the EU, which has dampened market risk appetite [1] - Despite the adjustments in the Hong Kong tech sector, there is a notable trend of capital inflow, with the Hang Seng Tech ETF (513130) recording a net inflow of 3.591 billion yuan over the past 10 trading days, reaching a historical high of 63.3 billion yuan in total assets [1] - Major internet companies are actively launching AI applications, which serve as positive catalysts for the Hong Kong tech sector, including ByteDance's AI platform "Kouzi" and the "Qianwen App" achieving over 100 million monthly active users [1] Group 2 - The current price-to-earnings (P/E) ratio of the Hang Seng Tech Index is 23.52, significantly lower than the Nasdaq Index (41.98) and the STAR 50 Index (173.36), indicating strong valuation attractiveness [1] - The Hang Seng Tech ETF (513130) allows for T+0 trading and provides a low-cost option for investors to gain exposure to core tech assets in Hong Kong, with a management fee of only 0.2% per year [2] - The fund manager, Huatai-PB Fund, is one of the first ETF managers in China, with a strong track record in various index categories, including dividend ETFs, which may serve as a defensive strategy for investors [2]