港股低估值回升

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六月出口大增7.2%!港股通科技ETF(513860)开盘大涨2%!
Sou Hu Cai Jing· 2025-07-15 02:27
Group 1 - The Hong Kong stock market opened higher collectively, with stablecoins and innovative pharmaceutical stocks rising significantly [1] - The Hong Kong Stock Connect Technology ETF (513860) increased by 2.09%, marking its third consecutive day of gains, and has risen over 30% year-to-date [1] - Notable individual stocks include Bilibili-W up over 7%, Kingsoft Cloud up over 6%, and several others including Meituan-W and Kuaishou-W rising over 3% [1] Group 2 - As of July 14, 2025, the Hong Kong Stock Connect Technology ETF has seen a net subscription of 666 million units over the past eight trading days, with a total scale of 2.203 billion yuan [1] - The latest customs data shows that China's goods trade imports and exports reached 21.79 trillion yuan in the first half of the year, a year-on-year increase of 2.9% [1] - The average daily trading volume and net inflow of southbound funds in the Hong Kong market have significantly increased, with public funds showing a growing preference for Hong Kong stocks [1] Group 3 - The top ten weighted stocks in the CSI Hong Kong Stock Connect Technology RMB Index account for approximately 68.03%, including major companies like Xiaomi, Tencent, and Alibaba [1] - The main sectors attracting attention in the Hong Kong market this year include technology, pharmaceuticals, consumption, and banking [1] - Investors can access the Hong Kong Stock Connect Technology ETF through off-market connections for quality technology assets [1]