Mei Ri Jing Ji Xin Wen·2026-02-09 03:22Core Viewpoint - The Hang Seng Technology Index has experienced over 80 trading days of adjustment since October last year, with a drawdown nearing 20%, exceeding historical averages [1] Group 1: Market Performance - The adjustment duration and magnitude have surpassed historical averages, which are 20 trading days and an 18% drawdown respectively [1] - The Hong Kong technology sector is noted for its resilience, while the A-share technology sector is recognized for its greater elasticity [1] Group 2: Investment Outlook - Huaxia Fund is optimistic about the rebound potential of Hong Kong technology stocks, highlighting the sector's core assets in AI, including computing power, models, software applications, and hardware terminals [1] - The integration of AI with e-commerce, entertainment, and enterprise services is expected to generate significant products [1] Group 3: Investment Products - Investors are encouraged to consider Hong Kong technology-related ETFs, such as the Hang Seng Technology Index ETF (513180.SH), Hang Seng Internet ETF (513330.SH), and Hong Kong Stock Connect Technology ETF (159101.SZ), all of which are listed on mainland exchanges and support T+0 trading [1] - The Hang Seng Internet ETF (513330.SH) focuses on major Hong Kong internet companies like Alibaba, Baidu, Tencent, NetEase, and JD.com [1] - The Hong Kong Stock Connect Technology ETF (159101.SZ) covers internet and new energy vehicles while also including leading innovative pharmaceutical companies like BeiGene, WuXi Biologics, and Innovent Biologics [1]