港股科技板块回暖
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港股人工智能概念股走强,港股通科技ETF(513860)涨超1.3%,机构:港股科技板块有望回暖
Sou Hu Cai Jing· 2026-01-14 02:16
相关ETF方面,港股通科技ETF(513860)截至发稿上涨1.32%,成交额超6200万元,实时溢价率为0.17%。资金流向方面,截至1月13日,该ETF近5 个交易日累计"吸金"667万元。 1月14日,港股人工智能概念股走强。中证港股通科技指数(931573.CSI)截至发稿上涨0.71%,华虹半导体涨超6%,阿里健康、再鼎医药、晶泰控股 等股涨幅居前。 中泰证券认为,展望未来,随着美联储负债端压力持续减弱等因素带来的风险偏好回升影响,港股科技板块有望回暖。当前A股科技板块热度持续 上升,受A股科技情绪影响,港股科技或边际回暖。建议投资者关注受益于美联储宽松预期和内地经济复苏的新消费板块,以及在AI浪潮下具备成 长潜力的科技板块。 港股通科技ETF(513860)紧密跟踪中证港股通科技指数(HKD),该指数从港股通范围内选取50只市值较大、研发投入较高且营收增速较快的科 技龙头上市公司证券作为指数样本,根据中证公司官网,该指数最新前十大权重股包括阿里巴巴-W、腾讯控股、中芯国际、小米集团-W、比亚迪 股份等龙头股。该ETF还配备了场外联接基金(A类021454/C类021465)。 消息面上,据中国证券 ...
港股科技板块回暖,恒生科技ETF易方达(513010)、港股通互联网ETF(513040)等产品近日连获净流入
Mei Ri Jing Ji Xin Wen· 2025-08-22 05:16
Group 1 - The Hang Seng Technology Index rose by 1.6%, while the Hang Seng Hong Kong Stock Connect New Economy Index increased by 1.4% as of midday close [1] - The CSI Hong Kong Stock Connect Consumer Theme Index and the CSI Hong Kong Stock Connect Internet Index saw gains of 1.1% and 1.0% respectively, with the CSI Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index up by 0.6% [1] - Recent data from Wind indicates that the Hong Kong Stock Connect Internet ETF (513040) and the Hang Seng Technology ETF (513010) attracted net inflows of 950 million yuan and 2.39 billion yuan over the past month [1] Group 2 - The Hong Kong Stock Connect Consumer ETF (513070) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 large-cap consumer stocks with nearly 60% in discretionary consumption [4] - The rolling price-to-earnings ratio of this index is 21.0 times, with a valuation percentile of 17.4% since its inception in 2020 [4]