港股本周走势分化，科技股领涨，医药股调整，南向资金净买入超600亿港元。指数方面，中证港股通 互联网指数上涨5.7%，恒生科技指数上涨5.3%，恒生港股通新经济指数上涨3.4%，中证港股通消费主 题指数上涨3.4%，中证港股通医药卫生综合指数下跌1.7%。Wind数据显示，截至昨日，恒生科技ETF 易方达（513010）连续12个交易日获净流入，合计超25亿元，产品最新规模达182亿元，屡创历史新 高。 | | 恒生港股 | 恒生科技 | 中证港股通 | 中证港股通 | 通消费 | | --- | --- | --- | --- | --- | --- | | | 通新经济 指数 | 指数 | 医药卫生综 合指数 | 互联网指数 | 主题指数 | | 本周涨跌幅 | 3.4% | 5.3% | -1. 7% | 5.7% | 3.4% | | 指数滚动 市盈率 | 24. 7倍 | 22. 7倍 | 31. 1倍 | 24. 5倍 | 21.6倍 | | 滚动市盈率 分位 | 55. 1% | 28. 1% | 48. 5% | 24. 9% | 21. 3% | | 跟踪该 | 恒生新经济 | 恒生科技ET ...

Group 1 - The core viewpoint indicates that the earnings expectations for the Hong Kong technology sector have been revised upward, with the information technology industry's earnings expectations seeing the highest increase of 7.8% compared to US and European markets [1] - The Hong Kong stock market has shown a significant recovery in trading volume, with continued inflow of southbound funds amid a global market uptrend [1] - The valuation of the Hong Kong information technology sector stands at a PE ratio of 31.9, while the healthcare sector has the highest valuation in the market at 49.9 [1] Group 2 - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which focuses on 30 large-cap technology companies listed in Hong Kong that have high R&D investment and revenue growth [1] - The index is primarily composed of sectors such as information technology, electronic components, and interactive media and services, reflecting the characteristics of high-end manufacturing and hardware infrastructure [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link A (015739) and Link C (015740) [1]