港股科技ETF(513020)回调超4%,AI需求指引持续好转利好港股科技板块,回调或可布局
Mei Ri Jing Ji Xin Wen·2026-02-02 06:57

Group 1 - The core viewpoint of the article highlights that the Hong Kong technology ETF (513020) has experienced a pullback of over 4%, but the ongoing improvement in AI demand guidance is favorable for the Hong Kong technology sector, suggesting that this pullback may present a buying opportunity [1] - According to Zhongtai Securities, AI concept stocks are performing actively due to advancements in chips, indicating the sustained attractiveness of AI as a long-term driving force [1] - The Hong Kong technology ETF tracks the Hong Kong Stock Connect Technology Index (931573), which encompasses core assets in sectors such as internet, semiconductors, innovative pharmaceuticals, and new energy vehicles, reflecting the diversified characteristics of the technology industry and the overall performance of core technology companies in the Hong Kong market [1] Group 2 - The Hong Kong Stock Connect Technology Index has a higher allocation in new energy vehicles, innovative pharmaceuticals, and semiconductors compared to the Hang Seng Technology Index, and from the base date at the end of 2014 to the end of 2025, it has achieved a cumulative return of 224.25%, outperforming the Hang Seng Technology Index (83.87%) by over 140% [1] - The long-term performance of the Hong Kong Stock Connect Technology Index has surpassed that of similar indices, including the Hang Seng Technology Index, the Shanghai-Hong Kong-Shenzhen Internet Index, and the Hang Seng Healthcare Index [1]