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港股科技板块回调引资金关注,恒生科技ETF易方达(513010)连续多日“吸金”
Mei Ri Jing Ji Xin Wen· 2025-10-17 13:50
本周港股市场整体震荡回调,南向资金累计净买入超450亿港元,指数方面,中证港股通消费主题指数下跌3.5%,中 证港股通医药卫生综合指数下跌5.7%,中证港股通互联网指数下跌7.6%,恒生港股通新经济指数下跌7.8%,恒生科技指数 下跌8%。近期资金加速流入相关ETF,Wind数据显示,恒生科技ETF易方达(513010)连续9个交易日"吸金",合计超25 亿元。 | | 恒生港股 | | 中证港股通 | | 中证港股 | | --- | --- | --- | --- | --- | --- | | | 通新经济 | 恒生科技 | 医药卫生综 | 中证港股通 | 通消费 | | | 指数 | 指数 | 合指数 | 互联网指数 | 主题指数 | | 本周涨跌幅 | -7.8% | -8. 0% | -5. 7% | -7. 6% | -3.5% | | 指数滚动 市盈率 | 24. 8倍 | 22.9倍 | 30.0倍 | 24. 4倍 | 21.5倍 | | 滚动市盈率 分位 | 55. 3% | 28. 8% | 46. 9% | 24. 5% | 20. 1% | | 跟踪该 | 恒生新经济 | 恒生科技 ...
恒生科技ETF易方达(513010)近一个月“吸金”超35亿元,净流入额位居同标的产品第一
Mei Ri Jing Ji Xin Wen· 2025-10-16 12:55
今日港股板块走势分化,南向资金净买入158亿港元。截至收盘,中证港股通医药卫生综合指数上涨 1.6%,中证港股通消费主题指数上涨0.2%,恒生港股通新经济指数下跌0.9%,中证港股通互联网指数 下跌1%,恒生科技指数下跌1.2%。Wind数据显示,截至昨日,恒生科技ETF易方达(513010)近一月 合计净流入超35亿元,在同标的ETF中位居第一。 注1 "球座第"用各上述基金产品具体用到的所数。我提出口取red, 折免运发(重要正2004年10月14日收藏。成功希温率,信国分位展正2020年0月14日。深圳市道率(总书馆)工程及今季度以演唱会容题的参 影剧,在外直播榜202年演剧剧剧片, 电网于我科相比修复日更新剧院的位心的行业。但您介绍斯维修斯坦克之流动演唱曲第三次剧情感情影演剧剧剧剧, 你做为世界学院的演演, 态化 (4) 参加法国籍进口原名2020年10月15日。促生酒店德加济隆重发区月200年1月5日,可用的长度记录月日200年1月9日起《蓝生科技推销发布日月为200年1月27日。中止港股负面元卫生组合股票 发布日为2017年4月22日,可到的估值记录日自2012年9月29日起,中正面放通工获同情显 ...
港股科技板块高开高走,恒生科技ETF易方达(513010)标的指数涨超1%
Mei Ri Jing Ji Xin Wen· 2025-10-15 03:03
Core Viewpoint - The Hang Seng Tech Index has shown a positive trend, with significant gains in major tech stocks, indicating a potential upward movement in the Hong Kong stock market driven by technological advancements and favorable monetary policies [1] Group 1: Market Performance - As of 10:25, the Hang Seng Tech Index rose by 1.8%, with JD Health and Bilibili-W increasing by over 4%, and Alibaba-W rising by over 3% [1] - The Hang Seng Tech ETF (513010) has seen a strong inflow of funds, with over 3.6 billion yuan net inflow in the past month [1] Group 2: Future Outlook - According to China Merchants Securities, the Hong Kong stock market may continue to experience fluctuations in the absence of new positive factors, but marginally positive factors are expected to accumulate, potentially driving the market upward [1] - The robust development of China's tech industry, particularly in AI, and the ongoing expectations of interest rate cuts by the Federal Reserve are seen as beneficial for foreign capital inflow into Hong Kong stocks [1] Group 3: Valuation Insights - The Hang Seng Tech Index consists of the 30 largest stocks related to technology themes listed in Hong Kong, including major companies like Alibaba, Tencent, Meituan, and Kuaishou [1] - The current rolling price-to-earnings ratio of the index is at the 27.6% percentile since its launch in 2020, indicating noteworthy investment value [1]
港股集体回调,关注恒生科技ETF易方达(513010)、港股通互联网ETF(513040)等投资价值
Mei Ri Jing Ji Xin Wen· 2025-10-10 05:19
港股集体回调,截至午间收盘,中证港股通消费主题指数下跌0.9%,中证港股通医药卫生综合指数下跌1.3%,恒生港股通新经济指数、恒生科技指数均下 跌2.5%,中证港股通互联网指数下跌2.6%。Wind数据显示,恒生科技ETF易方达(513010)和港股通互联网ETF(513040)近期持续受资金关注 日,最新规模分别达224.7和53.5亿元,双双创下历史新高。 华泰证券指出,在美联储新一轮宽松周期开启、互联网及科技新一轮进展启动的背景下,港股情绪或仍有进一步改善空间,科技板块或依然处在布 港股新经济指数基本情况跟踪 (2025年10月10日) 恒生新经济ETF 跟踪恒生港股通新经济指数 该指数由港股通范围内、属于 "新经济"行业中市值最大的 50只股票组成,主要包括信息 技术、可选消费、医疗保健行 = 截至午间收盘 该指数涨跌 -2. 5% 该指数 滚动市盈率 26. 8倍 恒生科技ETF易方达 跟踪恒生科技指数 该指数由港股上市公司中与科 技主题高度相关的、市值最大 的30只股票组成,信息技术及 可选消费行业合计占比超90% 截至午间收盘 该指数涨跌 该指数 滚动市盈率 I 发 -2. 5% 24. 6倍 ...
机构看好港股科技板块,恒生科技ETF易方达(513010)、港股通互联网ETF(513040)等助力布局港股科技资产
Mei Ri Jing Ji Xin Wen· 2025-10-09 09:49
Market Overview - The Hong Kong stock market experienced fluctuations today, with the CSI Hong Kong Stock Connect Consumer Theme Index down by 0.02%, the Hang Seng Technology Index and CSI Hong Kong Stock Connect Internet Index both down by 0.7%, the Hang Seng Hong Kong Stock Connect New Economy Index down by 1.6%, and the CSI Hong Kong Stock Connect Medical and Health Comprehensive Index down by 5.1% [1] - In September, the E Fund Hang Seng Technology ETF (513010) and the Hong Kong Stock Connect Internet ETF (513040) attracted significant capital inflows, with net inflows of 4.2 billion and 2.7 billion respectively [1] Sector Performance - The Hang Seng New Economy ETF tracks the Hang Seng Hong Kong Stock Connect New Economy Index, which consists of 50 stocks from the "new economy" sector with the largest market capitalization. This index saw a decline of 1.6% today, with a rolling P/E ratio of 26.8 times and a valuation percentile of 65.4% since its inception in 2018 [2] - The E Fund Hang Seng Technology ETF tracks the Hang Seng Technology Index, composed of 30 major stocks related to technology. This index decreased by 0.7%, with a rolling P/E ratio of 24.6 times and a valuation percentile of 36.7% since its launch in 2020 [2] - The Hong Kong Stock Connect Medical and Health Comprehensive Index, which includes 50 liquid and large-cap stocks in the healthcare sector, fell by 5.1%, with a rolling P/E ratio of 32.0 times and a valuation percentile of 49.9% since 2017 [2] - The Hong Kong Stock Connect Internet ETF tracks the CSI Hong Kong Stock Connect Internet Index, which consists of 30 leading internet companies. This index dropped by 1.0%, with a rolling P/E ratio of 30.5 times [2] Investment Sentiment - Huatai Securities indicated that with the onset of a new round of monetary easing by the Federal Reserve and advancements in the internet and technology sectors, market sentiment in Hong Kong may have further room for improvement, suggesting that the technology sector remains a potential area for investment [1]
港股今日全线走强,恒生科技ETF易方达(513010)、港股通互联网ETF(513040)等助力布局港股核心资产
Mei Ri Jing Ji Xin Wen· 2025-09-30 13:41
注2;银行、互联网平台等相关销售机构提供可场外投资的CIT联盟基金 港股今日全线走强,有色金属、半导体、电气设备、医药生物等板块涨幅居前。截至收盘,中证港股通 医药卫生综合指数上涨2.8%,恒生科技指数上涨2.2%,恒生港股通新经济指数上涨2.1%,中证港股通 互联网指数上涨1.9%,中证港股通消费主题指数上涨1.1%。 中信建投证券表示,进入9月以后,A股进入整理期,波动逐步放大,而内外部资金对于港股的关注度 正在提高;后续一段时间港股对A股的优势正在凸显,对港股整体行情看多。 | 港股消费ETF易方达 ( | | | 513070 | | --- | --- | --- | --- | | 跟踪中证港股通消费主题指数 | | | | | 该指数由港股通范围内流动性 | 今日 | 该指数 | 该指数自2020年 | | 较好、市值较大的50只消费主 | 该指数涨跌 | 滚动市盈率 | 发布以来估值分位 | | 题股票组成,可选消费占比近 60% | 1.1% | 22.6倍 | 27.0% | 注1:"读摇数"用各上述基金产品具体调建的所数:数据采口Rind,指数法数幅线正2025年9月20日收盘,深圳市盈 ...
港股科技板块高开高走涨超2%,关注港股通互联网ETF(513040)、恒生科技ETF易方达(513010)等配置价值
Mei Ri Jing Ji Xin Wen· 2025-09-29 11:43
Group 1 - Hong Kong stocks strengthened today, with technology-related concepts such as semiconductors, integrated circuits, and chips leading the gains [1] - As of the market close, the CSI Hong Kong Stock Connect Internet Index rose by 2.3%, the Hang Seng Technology Index increased by 2.1%, and the Hang Seng Hong Kong Stock Connect New Economy Index climbed by 1.9% [1] - The CSI Hong Kong Stock Connect Medical and Health Comprehensive Index and the CSI Hong Kong Stock Connect Consumer Theme Index both rose by 1.8% [1] Group 2 - According to Wind data, as of last Friday, the net inflow for the E Fund Hang Seng Technology ETF (513010) exceeded 4 billion yuan in the past month, ranking first among similar ETFs [1] - The Hang Seng New Economy ETF tracks the Hang Seng Hong Kong Stock Connect New Economy Index, which consists of the 50 largest stocks in "new economy" sectors within the Stock Connect range [2] - The Hang Seng Technology ETF tracks the Hang Seng Technology Index, composed of the 30 largest stocks highly related to technology, with over 90% of the index comprising information technology and consumer discretionary sectors [2] Group 3 - The Hang Seng Medical ETF tracks the CSI Hong Kong Stock Connect Medical and Health Comprehensive Index, which includes 50 highly liquid and large-cap stocks in the healthcare sector, accounting for over 90% of the index [2] - The Hang Seng Internet ETF tracks the CSI Hong Kong Stock Connect Internet Index, consisting of stocks from 30 leading internet companies, primarily in information technology and consumer discretionary sectors [2] - The Hang Seng Consumer ETF tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which includes 50 large-cap consumer stocks, with nearly 60% in consumer discretionary [3]
港股互联网板块爆发,港股通互联网ETF(513040)、恒生科技ETF易方达(513010)受资金关注
Mei Ri Jing Ji Xin Wen· 2025-09-24 12:09
Group 1 - The Hang Seng Hong Kong Stock Connect New Economy Index rose by 2.8%, while the CSI Hong Kong Stock Connect Internet Index increased by 2.7% [1] - The Hang Seng Technology Index and the CSI Hong Kong Stock Connect Consumer Theme Index rose by 2.5% and 2.0% respectively, whereas the CSI Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index fell by 0.2% [1] - Recent ETF products have attracted significant capital, with the E Fund Hang Seng Technology ETF (513010) seeing a net inflow of over 4 billion yuan over 20 consecutive trading days, and the Hong Kong Stock Connect Internet ETF (513040) experiencing a net inflow of approximately 2.4 billion yuan over 32 consecutive trading days [1] Group 2 - Alibaba announced a collaboration with NVIDIA at the 2025 Alibaba Cloud Conference, focusing on Physical AI, which includes data synthesis, model training, environmental simulation reinforcement learning, and model validation testing [1] - Analysts suggest that with the continuous iteration of AI large model capabilities and the increasing penetration of AI applications, the underlying AI-related assets in the Hong Kong internet sector are expected to be revalued as their scale continues to expand, indicating significant medium to long-term allocation value [1]
港股互联网板块拉升,港股通互联网ETF(513040)、恒生科技ETF易方达(513010)等产品受关注
Mei Ri Jing Ji Xin Wen· 2025-09-24 04:57
Core Viewpoint - The Hong Kong internet sector shows positive momentum with significant gains in major stocks, driven by advancements in AI infrastructure and investment opportunities in the sector [1] Group 1: Market Performance - The China Securities Hong Kong Internet Index rose by 1.9% and the Hang Seng Technology Index increased by 1.8% as of 11:10 AM [1] - Alibaba's stock surged over 7%, reaching a new high since 2022, while Kuaishou and Meituan saw increases of over 4% and 2%, respectively [1] - The E Fund Hang Seng Technology ETF (513010) has experienced net inflows for 20 consecutive trading days, with the latest scale reaching 20.6 billion, marking a historical high [1] Group 2: AI Infrastructure Development - Alibaba's CEO announced a proactive approach towards building a 380 billion AI infrastructure, with plans for continued investment to prepare for the ASI era [1] - By 2032, Alibaba Cloud's global data center energy consumption is expected to increase tenfold, with computational power investments rising exponentially [1] Group 3: Investment Opportunities - Analysts suggest that as AI capabilities evolve and applications penetrate further, the underlying AI-related assets in the Hong Kong internet sector may be revalued, presenting significant medium to long-term investment potential [1] - The rolling price-to-earnings ratios for the China Securities Hong Kong Internet Index and the Hang Seng Technology Index are around 25 times, positioned at the 27% and 33% percentiles since the indices were launched [1] - Investors can consider the Hong Kong Internet ETF (513040) and E Fund Hang Seng Technology ETF (513010) for convenient exposure to the Hong Kong technology and internet sectors [1]
港股科技板块本周表现亮眼,恒生科技ETF易方达(513010)本周净流入超5亿元
Mei Ri Jing Ji Xin Wen· 2025-09-19 12:44
Core Insights - The Hang Seng Technology Index increased by 5.1% this week, while the Hang Seng New Economy Index rose by 3.6% [1] - The ChiNext Hong Kong Stock Connect Internet Index and the Consumption Theme Index saw increases of 2.8% and 1.5%, respectively, while the ChiNext Hong Kong Stock Connect Healthcare Index decreased by 2.2% [1] - The E Fund Hang Seng Technology ETF (513010) experienced a net inflow of over 500 million yuan this week, bringing its total size to over 20 billion yuan [1] - CITIC Securities indicated that after entering September, the A-share market has entered a consolidation phase with increasing volatility, while external and internal funds are showing heightened interest in Hong Kong stocks [1] Index Performance - The weekly performance of various indices is as follows: - Hang Seng Technology Index: +5.1% - Hang Seng New Economy Index: +3.6% - ChiNext Hong Kong Stock Connect Internet Index: +2.8% - ChiNext Hong Kong Stock Connect Consumption Theme Index: +1.5% - ChiNext Hong Kong Stock Connect Healthcare Index: -2.2% [3] Valuation Metrics - The rolling price-to-earnings (P/E) ratios and their respective percentiles are: - Hang Seng Technology Index: 23.8x, 34.0% percentile - ChiNext Hong Kong Stock Connect Internet Index: 25.5x, 28.9% percentile - ChiNext Hong Kong Stock Connect Consumption Theme Index: 22.3x, 25.1% percentile - ChiNext Hong Kong Stock Connect Healthcare Index: 31.8x, 49.1% percentile [3][5] Historical Performance - Year-to-date performance for various indices shows significant growth: - Hang Seng New Economy Index: +48.3% - Hang Seng Technology Index: +40.9% - ChiNext Hong Kong Stock Connect Healthcare Index: +94.9% - ChiNext Hong Kong Stock Connect Internet Index: +54.1% - ChiNext Hong Kong Stock Connect Consumption Theme Index: +33.0% [8]