2025年11月24日盘中，恒生科技指数盘中走强，截至2025年11月24日 13:06，恒生科技指数强势上涨 1.61%，成分股网易-S上涨5.67%，快手-W上涨5.00%，蔚来-SW上涨4.24%，阿里巴巴-W，腾讯音乐- SW等个股跟涨。 华泰证券认为，国内资产重估主线脉络未变，资金寻找核心资产的诉求也未变，但估值向盈利的切换和 内外资的重新平衡要求配置思路需要更加去伪存真。港股本轮调整相对 A 股更早、跌幅也更深，当前 位置或已经开始具备配置价值。其中，港股科技板块近期回调较多，在风险偏好回落下对正面催化敏感 度下降，流动性环境改善后或仍有重估机会。 恒生科技ETF嘉实(159741)紧密跟踪恒生科技指数，恒生科技指数代表经筛选后最大30间与科技主题高 度相关的香港上市公司，是布局港股市场具有科技属性和成长属性公司的便利工具。 数据显示，截至2025年11月21日，恒生科技指数前十大权重股分别为阿里巴巴-W、腾讯控股、中芯国 际、美团-W、网易-S、比亚迪股份、小米集团-W、京东集团-SW、快手-W、携程集团-S，前十大权重 股合计占比69.55%。 消息面上，零跑汽车11月24日港交所公告，根据恒 ...

Core Insights - The Hang Seng Index rose by 0.61% at midday, with the Hang Seng Tech Index increasing by 0.12% and the Hang Seng China Enterprises Index climbing by 0.84% [1] - The market's half-day trading volume reached HKD 114.79 billion [1] - The technology sector attracted significant foreign investment, viewed as having both valuation safety margins and growth potential amid global market volatility [1] Technology Sector Performance - Notable gainers in the tech sector included Tongcheng Travel, which rose by 4.54%, Kingsoft up by 1.89%, and Kingdee International increasing by 1.85% [1] - Conversely, Huahong fell by 3.21%, and Tencent Music declined by 1.91% [1] Market Outlook - Analysts suggest that the local economy is stabilizing, the IPO market is recovering, and global liquidity is improving due to the Federal Reserve's interest rate cuts, which may provide further revaluation momentum for the Hong Kong tech sector [1] - JPMorgan forecasts that this upward trend will continue until 2026, presenting long-term investment opportunities for investors [1] Related ETFs - The Hong Kong Stock Connect Technology ETF (159101) covers the entire technology industry chain [1] - The Hang Seng Internet ETF (513330) focuses on leading internet companies [1]