金融工程定期:恒生科技板块的资金行为监测
KAIYUAN SECURITIES·2025-07-11 08:42
- The Hang Seng Technology Index has risen by 18.52% since its low in April 2025[3][13][15] - Public fund real-time holdings have significantly increased in 2025, based on a complex process involving fund net value, disclosed holdings, and research behavior[4][17] - ETF funds tracking the Hang Seng Technology Index have seen a net inflow of over 20 billion yuan in 2025[4][17][18] - Southbound funds have seen the highest net inflows in Alibaba-W, Meituan-W, and Li Auto-W[5][19][22] - Xiaomi Group-W, Meituan-W, and Trip.com Group-S have received the highest attention from Snowball influencers since June 15[5][23][24] - Major funds have bought the most in BYD Co., Xiaomi Group-W, and SMIC since June 15[5][26][27]