恒生科技ETF南方(520570)获资金逆势加仓

Group 1 - The Hong Kong stock market opened lower on February 6, with the Hang Seng Tech Index dropping over 2% before narrowing its losses, closing at 5349.48 [1] - The Southern Fund's Hang Seng Tech ETF (520570) experienced active trading, with a transaction amount of approximately 96.62 million yuan and a turnover rate of about 3.70% [1] - During this adjustment phase, there was a notable trend of capital accumulation, with the ETF seeing a net subscription of around 77.85 million yuan on February 4, ranking 17th out of 212 in net inflows among cross-border ETFs, and a cumulative net inflow of approximately 78.75 million yuan over the past five days, indicating strong medium to long-term investment interest in the Hong Kong tech sector [1] Group 2 - Brokerages generally believe that the current valuation of the Hong Kong tech sector is at a near five-year low, with the Hang Seng Tech Index's yield differential compared to the ChiNext Index at a historical high, suggesting a high margin of safety [1] - The Hong Kong tech sector occupies a core position in AI application and commercialization, with strong certainty in profit growth, supported by expectations of a weak US dollar and stabilization of the RMB, which may jointly bolster the sector's valuation recovery [1] - On February 4, southbound trading saw a net purchase of approximately 6.16 billion HKD in Hong Kong stocks, with major tech leaders like Tencent and Alibaba receiving significant net inflows, and on February 5, net purchases exceeded 8 billion HKD [1]