成分股中，东方甄选涨超5%，英诺赛科、华虹半导体、中芯国际、商汤-W、联想集团、中兴通讯等多 股跟涨。 Wind最新数据显示，阿里巴巴-W是恒生港股通中国科技指数第一大权重股，占比达12.94%。 资金流向方面，Wind数据显示，该ETF昨日大幅"吸金"超3.2亿元。拉长时间线来，近20个交易日该 ETF"吸金"超14亿元。 港股科技30ETF（513160）紧密跟踪恒生港股通中国科技指数，该指数跟踪可经港股通买卖，从事科技 业务并于香港上市的内地公司之表现。前十大重仓股包括中芯国际、快手-W、腾讯控股、阿里巴巴- W、小米集团-W等多只科技龙头股。 9月19日，港股主要指数早盘高开，恒生指数开盘涨0.14%，恒生科技指数涨0.44%。热门ETF中，港股 科技30ETF（513160）盘初飘红，截至发稿上涨0.51%，成交额超2600万元，溢折率0.25%，盘中频现溢 价交易。 消息面上，据证券时报，9月18日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交763.71 亿港元，净买入金额为33.31亿港元。9月18日上榜的成交活跃股中，阿里巴巴-W通过港股通渠道成交 金额为210.72亿港元，净买入金 ...

来源：新浪基金∞工作室 港股科技30ETF（513160）业绩比较基准为恒生港股通中国科技指数收益率(经估值汇率调整)，管理人 为银华基金管理股份有限公司，基金经理为李宜璇，成立（2022-01-17）以来回报为37.93%，近一个月 回报为10.76%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月17日，港股科技30ETF（513160）涨4.13%，成交额9.12亿元。当日份额增加1.04亿份，最新份额为 29.23亿份，近20个交易日份额增加9.63亿份。最新资产净值计算值为40.32亿元。 ...

9月4日，港股市场高开低走。相关科技ETF中，截至发稿，港股科技30ETF（513160）涨幅收窄至 0.32%，成交额超5000万元，盘中交投活跃。成分股中，优必选、高伟电子、比亚迪电子均涨超4%，瑞 声科技、哔哩哔哩-W等多股跟涨。 此外，据21世纪经济报道，南向资金"扫货"港股，年内净流入超万亿港元。同花顺数据显示，截至9月2 日收盘，当日南向资金净流入92.81亿港元。至此，年内南向资金净流入规模约10002.21亿港元，超过万 亿港元，创2014年港股通开通以来的新高。从配置方向上看，南向资金重点持有的核心标的是具备全球 竞争力的互联网公司、现金流稳定且分红慷慨的价值股及一些实现创新突破的生物医药公司等。 兴业证券发布研报称，中长期，坚定看多港股，短期，港股补涨动力足，动力将来自恒生科技的重估以 及全球资金的配置需求，有望延续震荡向上的慢牛行情。配置建议上，精选科技行情，互联网性价比 高。 方正证券也指出，当前时点，我们认为港股牛市行情仍在途中，建议继续关注恒生科技为代表的低估值 品种补涨机会。我们认为在当前经济下行的尾声阶段，基本面彰显较强韧性，同时政策利好不断释放， 海内外投资者再度纷纷看好中国 ...

Market Overview - The Hong Kong stock market opened higher on August 29, with the Hang Seng Index at 25,115 points, up 0.47%, and the Hang Seng Tech Index at 5,662 points, up 0.32% [1][3] Focused Sectors - Domestic brokerage stocks in Hong Kong saw a significant rise, with Guotai Junan International increasing over 8%, and Guolian Minsheng, CITIC Securities, and China Galaxy rising over 4% [3] - CITIC Securities reported a half-year revenue of 33.039 billion yuan, a year-on-year increase of 20.44%, and a net profit attributable to shareholders of 13.719 billion yuan, up 29.8% [3] - CITIC Securities announced a mid-term profit distribution plan, proposing a total cash distribution of 4.298 billion yuan (including tax) [3] Other Sector Performances - Technology stocks showed mixed results, with Kuaishou rising over 2%, and JD, Baidu, and NetEase increasing over 1%, while Lenovo fell over 0.5% [3] - The innovative drug sector showed signs of recovery, with Green Leaf Pharmaceutical rising nearly 3% [3] - Gold stocks were active, with Zifeng Gold rising over 1% [3] - The new consumption concept opened high, with Pop Mart rising nearly 2% [3] ETF Performance - Cross-border ETFs such as the Hong Kong Consumption ETF, Hong Kong Non-bank Financial ETF, Hong Kong Securities ETF, and Hang Seng Consumption ETF rose over 1% [3] - Conversely, the China-Korea Semiconductor ETF and Hong Kong Technology 30 ETF fell over 1% [3]

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, where digital currency stocks surged collectively, oil and gas stocks showed active performance, and bank stocks strengthened against the trend [1] - High-priced stocks underwent collective adjustments, while ETFs related to chemicals and agriculture rose nearly 2% [1] ETF Performance - Chemical industry ETF rose by 1.99% to 0.82 [2] - Agricultural 50 ETF increased by 1.78% to 0.799 [2] - Other notable ETFs include the Petrochemical ETF at 1.74% and the Agricultural ETF at 1.69% [2] Livestock Industry Insights - Most listed livestock companies are currently at historical low market values per head, with significant potential for growth towards historical averages, indicating long-term investment value [3] - The demand for high-end magnetic materials is rapidly increasing due to policies promoting "carbon neutrality," alongside a recovery in traditional manufacturing and the acceleration of humanoid robots, which injects growth momentum into rare earth demand [5] Declining Sectors - New energy and rare earth-related ETFs experienced a decline of approximately 2% [3] - Specific ETFs such as the New Energy ETF and Rare Earth ETFs saw decreases of 2.08% and 1.97% respectively [4]

Group 1 - The Hong Kong stock market opened higher on August 19, with the Hong Kong Technology 30 ETF (513160) experiencing volatile trading and a transaction volume exceeding 600 million yuan, showing a premium trading rate of 0.11% [1] - Notable stocks within the ETF included Oriental Selection, which rose over 8%, along with Lenovo Holdings, China Software International, Bilibili-W, ZTE Corporation, and Huahong Semiconductor, all of which saw gains [1] - Over the past five days, the Hong Kong Technology 30 ETF has recorded net inflows on four occasions, accumulating over 330 million yuan in total [1] Group 2 - The Hong Kong Technology 30 ETF closely tracks the Hang Seng Hong Kong Stock Connect China Technology Index, which monitors the performance of mainland companies engaged in technology business and listed in Hong Kong [1] - According to reports, there has been a significant influx of capital into Hong Kong stocks, particularly in the technology sector, which has led the revaluation of Chinese assets globally this year [1] - Data indicates that southbound capital has net flowed into Hong Kong stocks exceeding 687 billion HKD in the first half of the year, with an accelerating trend in the second half [1] Group 3 - Cathay Pacific Haitong forecasts a continued upward trend for Hong Kong stocks in the second half of the year, despite weaker performance since the end of June [2] - The anticipated interest rate cuts by the Federal Reserve and the potential stabilization of the Hong Kong dollar exchange rate may alleviate pressure on the stock market [2] - The scarcity of Hong Kong assets, particularly in technology and consumer sectors, is expected to attract further inflows from southbound capital, benefiting from the acceleration of AI applications [2]

Core Insights - The recent release of the Kimi K2 open-source model by a Chinese AI company has garnered significant attention, being described as "another DeepSeek moment" internationally, followed by OpenAI's launch of GPT-5, sparking widespread discussion about the implications for investment in AI models [1][6] Group 1: Kimi K2 Model - Kimi K2 boasts a total parameter count of 1 trillion (1T), setting a new benchmark for open-source models, outperforming others like DeepSeek-V3-0324 and Qwen3-235B-A22B [3][4] - The pricing strategy for Kimi K2 is highly competitive, charging 4 yuan per million input tokens and 16 yuan per million output tokens, making it significantly cheaper than competitors like Claude 4 [3] - Kimi K2 utilizes a Mixture of Experts (MoE) architecture, enhancing its capabilities in task execution, planning, workflow design, and tool invocation, demonstrating its versatility across various applications [3] Group 2: GPT-5 Model - GPT-5 is a fusion model that autonomously decides when to engage in deep reasoning, showing superior performance in multi-modal tasks, instruction adherence, function calling, and long-context processing, while significantly reducing "model hallucination" [6] - The pricing for GPT-5 is competitive, with input costs at $1.25 per million tokens and output costs at $10 per million tokens, with mini and nano versions offering even lower rates [6] Group 3: Market Implications - The rapid iteration of large models like Kimi K2 and GPT-5 is expected to accelerate the commercialization of AI applications, creating a closed loop for internet giants to monetize their AI investments [7] - The emergence of Kimi K2 signifies China's growing competitiveness in the open-source large model sector, showcasing advancements in trillion-parameter model training and MoE architecture design [7] - The continuous emergence of high-quality AI models is likely to expand the development space for the AI industry, prompting investors to consider opportunities in related ETFs and funds [7]

Group 1 - The Hong Kong stock market opened lower on July 31, but the Hang Seng Hong Kong Stock Connect China Technology Index rose against the trend [1] - The Hong Kong Technology 30 ETF (513160) saw a low opening but later increased by 0.50%, with a trading volume exceeding 19 million yuan [1] - Meitu Inc. rose over 4%, with other stocks like Dongfang Zhenxuan, Kuaishou-W, Xindong Company, and Kingsoft Cloud also showing significant gains [1] Group 2 - The Hong Kong Technology 30 ETF (513160) has attracted over 110 million yuan in the last five trading days, indicating strong capital inflow [1] - The ETF closely tracks the performance of the Hang Seng Hong Kong Stock Connect China Technology Index, which includes mainland companies engaged in technology business and listed in Hong Kong [1] - Shanghai's government is pushing for the integration of AI in manufacturing, aiming to enhance the sector's high-end, intelligent, green, and integrated development [1] Group 3 - Huatai Securities noted that companies are increasingly seeking to implement AI agents across various traditional sectors, emphasizing the need for commercial viability [2] - Server manufacturers are focusing on the computational requirements for AI agents, which need to be based on foundational large models and enterprise data for post-training and inference [2] - Investment opportunities are expected to favor upstream companies in the AI supply chain over terminal brand manufacturers in the short term [2] Group 4 - 招银国际证券 highlighted the WAIC conference held from July 26-28, 2025, and identified a positive outlook for internet companies with strong technical capabilities and broad application scenarios [2] - The demand for large model applications is anticipated to support the growth of cloud services [2] - Companies such as Alibaba, Tencent, Kuaishou, and Baidu are recommended for attention under the AI theme [2]

7月28日，港股市场高开，科技方向震荡上涨。相关ETF方面，港股科技30ETF（513160）盘中上涨 0.74%，当前溢折率0.17%。成分股方面，东方甄选张超5%，阿里巴巴-W、快手-W、中国软件国际等 多股涨幅居前。 资金流向方面，据Wind金融终端，港股科技30ETF（513160）过去两个交易日（7月24日—25日）持续 获资金净流入，累计"吸金"超6000万元。 华泰证券认为，往后看，依然看好港股市场机会，港股科技修复空间或更大。具体细分板块上，建议优 选景气改善+低估值行业。例如可关注互联网方向，如电商、本地生活等细分板块景气有筑底态势，估 值较为合理；游戏景气度较高，估值或具有一定性价比。强调关注港股科技板块，其正处于景气修复 +估值低位交集，也是内外资的共识，且大多为大市值头部公司，更适合机构投资者"高切低"布局。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 消息面上，近日人工智能迎来多个利好消息。据新华社，7月26日，中国政府倡议成立世界人工智能合 作组织。这是中方坚持践行多边主义、推动共商共建共享全球治理的重要举措，也是中方响应全球 ...

Group 1 - The Hong Kong technology index rose by 1% on July 11, with the Hang Seng Hong Kong Stock Connect China Technology Index strengthening [1] - The Hong Kong Technology 30 ETF (513160) saw a trading volume exceeding 120 million yuan and a turnover rate over 9%, indicating active trading [1] - Notable gainers among constituent stocks included SenseTime-W, which rose by 4%, along with other stocks like Zhongxu Future, Alibaba-W, China Software International, and Huahong Semiconductor [1] Group 2 - The Hong Kong Technology 30 ETF (513160) experienced net inflows for 3 out of the last 5 days, accumulating over 140 million yuan [2] - The Hong Kong stock market has seen a significant increase in equity financing, with a total of 287.98 billion HKD raised this year, marking a year-on-year increase of 350.56% [2] - In the first half of the year, 42 IPOs were completed in the Hong Kong market, raising over 107 billion HKD, which is approximately 22% more than the total for the previous year, making it the top market globally for IPOs [2] Group 3 - Guosen Securities indicated that the Hong Kong technology sector is currently at the peak of the AI innovation wave, with the next 3-4 years expected to be a phase of application and monetization of AI technology [3] - Historical data from the U.S. stock market suggests that during previous technology revolutions, the Nasdaq index showed significantly higher average returns, a trend that is anticipated to reflect in the Hong Kong technology sector as well [3] - The Hong Kong technology sector includes major participants in the AI technology revolution, such as internet, consumer electronics, semiconductors, and software, all of which are expected to benefit from AI development opportunities [3]