港股基本面坚实，科技板块仍是中长期投资主线！港股通科技ETF海富通(513860)关注度升温

Core Viewpoint - The Hong Kong Stock Connect Technology ETF, Haitong (513860), has shown a slight pullback, but the underlying fundamentals remain strong, with significant net inflows and attractive valuation metrics [1][2] Group 1: Market Performance - As of February 13, 2026, the Hong Kong Stock Connect Technology ETF, Haitong (513860), experienced a minor decline, while several constituent stocks, including Jiufang Zhitu Holdings, rose over 5% [1] - Notable gains were also observed in companies such as Zai Lab, Lenovo Group, and China National Pharmaceutical Group, each increasing by over 1% [1] - The net inflow for the ETF has increased by 321 million yuan over the past three months and by 1.826 billion yuan over the last six months, indicating significant long-term growth [1] Group 2: Valuation Metrics - The latest price-to-earnings ratio (PE-TTM) for the index tracked by the ETF is 23.87 times, and the price-to-book ratio (MRQ) is 3.68 times, both of which are at historical lows [1] - The overall earnings expectations for the Hang Seng Index have been moderately adjusted upwards, contributing to its recent resilience [1] Group 3: Sector Analysis - China Galaxy Securities reports that the technology sector remains a key focus for medium to long-term investments, with reduced valuation pressure following recent pullbacks, suggesting potential for rebound [1] - The top five sectors within the index include Consumer Discretionary (37.02%), Information Technology (27.98%), Healthcare (17.17%), Communication Services (16.31%), and Industrials (1.52%) [2]