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港股科技板块震荡回调,关注港股通互联网ETF易方达(513040)、恒生科技ETF易方达(513010)布局机会
Sou Hu Cai Jing· 2026-02-02 10:57
Group 1 - The core viewpoint of the article indicates that the recent decline in various Hong Kong stock indices is primarily due to a technical pullback following a rapid short-term rise, rather than a signal of a trend reversal [1] - The major indices mentioned include the CSI Hong Kong Stock Connect Consumer Theme Index down by 0.7%, the CSI Hong Kong Stock Connect Internet Index down by 2.7%, the Hang Seng Hong Kong Stock Connect New Economy Index down by 3.1%, the Hang Seng Technology Index down by 3.4%, and the CSI Hong Kong Stock Connect Healthcare Comprehensive Index down by 3.5% [1] - Huatai Securities believes that the three core driving factors for the first quarter remain solid: improved liquidity environment, resonance of domestic and foreign capital, and upward revision of corporate profit expectations [1] Group 2 - The Hong Kong Stock Connect Healthcare ETF tracks the CSI Hong Kong Stock Connect Healthcare Comprehensive Index, which consists of 50 liquid and large-cap stocks in the healthcare sector, with a weight exceeding 90% [3] - The Hong Kong Stock Connect Internet ETF tracks the CSI Hong Kong Stock Connect Internet Index, composed of 30 leading internet companies, primarily from the information technology and consumer discretionary sectors [3]