广发恒生科技ETF
Search documents
资金配置动向揭示:科技板块是港股本轮行情主要推动力
Zheng Quan Ri Bao· 2025-09-21 15:47
Group 1 - The Hong Kong stock market showed strong performance last week, with the Hang Seng Index surpassing 27,000 points for the first time in nearly four years, driven primarily by the technology sector, which saw a weekly increase of 5.09% in the Hang Seng Tech Index [1] - Significant capital inflows were observed in Hong Kong-related ETFs, with the E Fund Hang Seng Tech ETF receiving over 800 million yuan in net inflows, bringing its total size to 20.45 billion yuan [1] - Other ETFs, such as the GF Hang Seng Tech ETF and the Huaxia Hang Seng Internet Technology ETF, also experienced substantial net inflows exceeding 600 million yuan, indicating strong investor confidence in the Hong Kong tech sector [1] Group 2 - Southbound capital has played a crucial role in the recent recovery of the Hong Kong stock market, with ETFs focused on technology and internet sectors seeing significant net inflows, providing stable liquidity support [2] - Multiple public fund institutions are optimistic about the continuation of the Hong Kong stock market's performance in the second half of the year, citing a stable economic recovery and the potential for more quality companies to list in Hong Kong [3] - The ongoing deepening of the mutual market access mechanism between mainland China and Hong Kong is expected to attract more southbound capital, providing long-term and stable funding support for the market [3] Group 3 - The Hong Kong stock market is positioned as a frontier for the integration of Chinese industries and global capital, attracting international investors due to its stable domestic environment and strong economic resilience [4] - The current global political and economic uncertainties have increased investor interest in assets with higher certainty, making the Hong Kong market an attractive option for international capital [4]