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资金逆势布局港股科技,恒生科技(513130)连续两日“吸金”合计5.76亿元
Jin Rong Jie· 2025-06-16 06:19
Core Viewpoint - The Hong Kong stock market experienced significant volatility due to escalating geopolitical tensions in the Middle East, yet investor sentiment remained strong, particularly in the technology sector, with substantial capital inflows into related ETFs [1]. Group 1: Market Performance - On June 13, Hong Kong technology-related ETFs saw a total inflow of 1.249 billion yuan, with the Hang Seng Technology ETF (513130) attracting a net inflow of 576 million yuan over two consecutive trading days [1]. - The Hang Seng Technology ETF (513130) recorded positive growth in shares for two consecutive days (June 12-13), reaching a total of 35.9 billion shares and a latest scale of 25.055 billion yuan as of June 13 [1]. - Since June, the ETF's shares and scale have increased by 207 million shares and 448 million yuan, respectively, highlighting its liquidity and scale advantages [1]. Group 2: Industry Insights - The Hang Seng Technology ETF (513130) closely tracks the Hang Seng Technology Index, which includes leading internet and technology manufacturing companies in the Hong Kong market, representing core Chinese technology assets [1]. - According to Guotai Junan Securities, the acceleration of AI applications positions Hong Kong technology firms to benefit significantly from the AI industry boom, with strong growth in capital expenditure and cloud business revenues among leading internet companies [1]. - The fundamentals and capital support suggest that Hong Kong internet stocks still have potential for valuation uplift [1]. Group 3: Investment Opportunities - Investors without stock accounts can access Hong Kong technology investment opportunities through the offshore connection funds of the Hang Seng Technology ETF (513130) [1].