南向资金再现单日百亿流入！恒生科技ETF（513130）连续11个交易日吸金、份额连创历史新高！

Core Viewpoint - The Hong Kong stock market is experiencing significant inflows, particularly in the technology sector, indicating a potential new wave of support for tech stocks [1][2]. Group 1: Market Trends - On January 26, 2021, net inflows from southbound funds reached HKD 13.93 billion, marking the second instance this year of daily net inflows exceeding HKD 10 billion, with a focus on the information technology sector [1]. - The Hang Seng Technology ETF (513130) has seen continuous net inflows for 11 trading days, totaling HKD 3.597 billion, pushing its total shares to 63.3 billion, a historical high, reflecting increased confidence in the long-term allocation to Hong Kong tech stocks [2]. Group 2: Industry Developments - The commercialization of AI is gaining momentum, with a notable Hong Kong internet giant's Qianwen series model surpassing 1 billion downloads, becoming the most popular open-source AI model globally, solidifying the leading position of Hong Kong internet companies in the AI sector [2]. - The current price-to-earnings (P/E) ratio of the Hang Seng Technology Index stands at 23.73, which is significantly lower than the NASDAQ's 40.98 and the STAR Market's 179.45, suggesting a favorable valuation for potential investment [3]. Group 3: Investment Opportunities - The Hang Seng Technology ETF (513130) allows for T+0 trading and provides a low-cost entry point into core Chinese tech assets, tracking a range of leading companies in internet, cloud computing, and AI sectors [4]. - The management fee for the Hang Seng Technology ETF is only 0.2% per year, making it an attractive option for investors looking to gain exposure to the Hong Kong tech sector [4].