港股科技牛市

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港股科技ETF(513020)涨近1.8%,科技资产重估或推动港股结构性机会
Mei Ri Jing Ji Xin Wen· 2025-06-04 02:33
中信建投指出,港股市场在200年的发展中已形成完整且发达的金融体系,金融、地产、科技、消费等 行业占据较大权重。受益于全球重估中国资产及国家政策支持,港股市场正成为全球资本配置中国科技 资产的战略要地。伴随上市规则18A、18C及"科企专线"等政策优化,中国优质科技企业加速涌向港股 市场,推动港股进入中资科技时代。南向资金持续流入,2025年前四个月净流入规模已达去年全年的四 分之三,日均流入量为去年的2.5倍。基本面改善、政策红利及流动性支撑下,预计未来3年港股市场将 迎来快速发展,步入港股科技牛市时代。 港股科技ETF(513020)跟踪的是港股通科技指数(931573),该指数由国证指数公司发布,从港股通 范围内选取30只市值较大、研发投入高且营收增长良好的科技龙头股作为指数样本,涵盖信息技术等领 域,旨在反映港股通科技领域上市公司证券的整体表现。 消息面上,2025年5月27日至6月4日期间,港股市场迎来科技企业上市热潮,一批拥有核心技术及全球 领先优势的企业正密集涌向港交所,推动港股向全球科技资本枢纽转型。港交所通过18A、18C及"科企 专线"等制度优化,吸引新能源、AI等领域的优质科技企业上市, ...
大跌!比亚迪怒批
Zhong Guo Ji Jin Bao· 2025-05-30 11:08
Group 1 - BYD's stock price opened lower and experienced a maximum drop of 4.88%, closing at 392.80 HKD per share, down 3.25% [9] - The Hang Seng Index fell by 1.2% to 23,289.77 points, ending a six-week rally, with a weekly decline of 1.32% and a monthly increase of 5.29% [2] - The technology sector faced significant pressure, with BYD Electronics dropping 6.03% and other major tech stocks also declining [6][7] Group 2 - Li Yunfei, General Manager of BYD Group's Brand and Public Relations, criticized claims that BYD is the "Evergrande of the automotive industry," asserting that Chinese automakers have better asset-liability situations than foreign counterparts [9][10] - Li highlighted that the asset-liability ratio of BYD is 70%, which is lower than that of several major global companies, including Ford and General Motors [10] - The company plans to pursue legal action against those spreading negative narratives about its financial health [9][10] Group 3 - Consumer and technology stocks led the declines, with notable drops in companies like Tingyi and NetEase, while innovative drug concept stocks rose against the trend [4][6] - The overall market turnover reached 271.6 billion HKD, with net inflows from southbound funds amounting to 9.647 billion HKD [2] - The Hang Seng Technology Index fell by 2.48%, reflecting the broader market's struggles [2][7] Group 4 - The report from CITIC Securities indicated that the Hong Kong stock market is entering a technology bull market era, driven by structural changes and the influx of high-quality Chinese tech companies [8] - The report anticipates rapid development in the Hong Kong market over the next three years, positioning it as a strategic hub for global capital allocation in Chinese tech assets [8]
恒生科技指数ETF(513180)回调蓄势,机构称港股将在未来3年进入港股科技牛市时代
Mei Ri Jing Ji Xin Wen· 2025-05-30 06:01
5月30日,或受外围扰动影响,港股三大指数持续走弱,恒生科技指数跌超2.5%。盘面上,科网股全线 下跌,苹果概念股集体大跌,生物医药板块逆市上涨。主流ETF方面,恒生科技指数ETF(513180)跟 随指数下跌,持仓股中,阿里巴巴、腾讯控股、小米集团、京东集团等科技龙头集体重挫。 中信建投认为,港股市场出现结构性变化,市场进入了中资科技时代。21世纪后,国内深化科技转型, 带动港股进入科技时代;同时,伴随港股上市规则18A、18C、"科企专线"等政策陆续出台,中国优质 高科技企业将更多涌向港股市场,助力一大批中国优质高科技企业通过港股市场登录世界舞台。受益于 全球重估中国资产以及国家政策支持等诸多因素,港股市场正成为全球资本配置中国科技资产的战略要 地。预计港股市场将在未来3年迎来快速发展,进入港股科技牛市时代。 2) 恒生科技指数ETF(513180):标的指数软硬科技兼备,文有AI,武有机器人,囊括相较于A股更 为稀缺的中国核心科技资产。其成分股当中,阿里、腾讯、小米、美团、中芯国际、联想等有望成为中 国科技股七巨头。 (文章来源:每日经济新闻) 支持T+0交易的相关ETF: 1) 港股通汽车ETF(15 ...