资金借道ETF布局港股，科技赛道成配置主力，南方基金旗下恒生科技ETF南方(520570)连续8日获资金净流入

Group 1 - The Hang Seng Technology ETF (520570) has seen a trading volume of 30.1388 million yuan as of February 13, 2026, with mixed performance among its constituent stocks, including a 2.66% increase in Hua Hong Semiconductor and a 2.11% rise in Lenovo Group [1] - As of February 12, the Hang Seng Technology ETF has experienced continuous net inflows for eight consecutive days, indicating strong investor interest [1] - The cross-border ETF market has reached a scale of 1 trillion yuan, with Hong Kong-themed ETFs totaling 822.451 billion yuan, and a net inflow of 54.435 billion yuan year-to-date as of February 11 [1] Group 2 - Xiaomi's founder and CEO Lei Jun announced the successful development of the embodied intelligence VLA model, Xiaomi-Robotics-0, which has achieved optimal results in various mainstream test sets and has been open-sourced [2] - Xiaomi Group-W has repurchased 4.05 million shares at a price range of 36.500 to 36.780 HKD per share, totaling 148 million HKD [2] - Despite global market volatility, foreign and southbound capital continues to flow significantly into the Hong Kong stock market, benefiting traditional sectors such as agriculture, food and beverage, and transportation [2] Group 3 - The Hang Seng Technology Index tracks the top 30 Hong Kong-listed companies highly related to technology themes, with major constituents including Alibaba-W, SMIC, BYD, Meituan-W, and Xiaomi Group-W [3] - The index is designed to represent the overall performance of leading technology companies in Hong Kong, selected based on criteria such as operational use of technology platforms and R&D expenditure as a percentage of revenue [3]