港股午间收盘，恒生指数跌1.27%，恒生科技指数跌2.12%。港股科技ETF（159751）跌2.37%，恒生港 股通ETF（159318）跌1.76%。板块方面，工业集团企业、酒店和度假村REIT板块涨幅靠前；汽车、金 属与采矿板块跌幅靠前。个股方面，泡泡玛特涨4.23%；山高控股跌8.17%，MONGOL MINING跌 10.56%；药捷安康-B涨14.48%，山东墨龙涨5.75%。 ...

Market Overview - The Hang Seng Index closed down by 2.48% and the Hang Seng Tech Index fell by 4.05% [1] - The Hong Kong Tech ETF (159751) decreased by 3.75%, while the Hang Seng Hong Kong Stock Connect ETF (159318) dropped by 1.99% [1] Sector Performance - The communication equipment and home goods sectors experienced the largest declines [1] Individual Stock Movements - Chow Tai Fook saw an increase of 5.02% [1] - ZTE Corporation declined by 12.83% [1] - Huiju Technology dropped by 13.03% [1] - Zhongyu Energy surged by 25.94% [1] - Yaojie Ankang-B rose by 22.22% [1]

Core Viewpoint - The Hong Kong Technology ETF (159751) experienced a decline of 3.09% on October 13, with a trading volume of 286 million yuan, indicating market volatility in the technology sector [1] Group 1: Fund Performance - The Hong Kong Technology ETF's total shares increased by 46 million to reach 1.012 billion shares, with a total increase of 210 million shares over the past 20 trading days [1] - The latest net asset value of the fund is calculated at 1.207 billion yuan [1] - Since its establishment on December 10, 2021, the fund has achieved a return of 19.34%, with a one-month return of 1.83% [1] Group 2: Management and Benchmark - The fund is managed by Penghua Fund Management Co., Ltd., with Zhang Yuxiang as the fund manager [1] - The performance benchmark for the Hong Kong Technology ETF is the CSI Hong Kong Stock Connect Technology Index return [1]

Core Points - The Hang Seng Index closed down by 1.52%, while the Hang Seng Tech Index fell by 1.82% [1] - The Hong Kong Tech ETF (159751) decreased by 3.09%, and the Hang Seng Hong Kong Stock Connect ETF (159318) dropped by 2.31% [1] Sector Performance - Hotel and resort REITs, along with personal care products, showed strong gains [1] - The automotive and insurance sectors experienced significant declines [1] Individual Stock Movements - Zijin Mining International rose by 9.2%, Ganfeng Lithium increased by 8.38%, and Hua Hong Semiconductor gained 8.01% [1] - Shandong Gold saw an increase of 7.11% [1] - Brainstorm Cell Therapeutics-B dropped by 11.03%, and Haotian International Construction Investment fell by 13.08% [1] - Kingsoft Corporation surged by 13.82%, and JinkoSolar increased by 13.07% [1]

Group 1 - The Hong Kong Technology ETF (159751) experienced a slight decline of 0.08% on October 9, with a trading volume of 435 million yuan [1] - The fund's shares increased by 10 million, bringing the total shares to 947 million, with a total increase of 211 million shares over the past 20 trading days [1] - The latest net asset value of the fund is calculated to be 1.197 billion yuan [1] Group 2 - The performance benchmark for the Hong Kong Technology ETF is the CSI Hong Kong Stock Connect Technology Index return [1] - The fund is managed by Penghua Fund Management Co., Ltd., with Zhang Yuxiang as the fund manager [1] - Since its inception on December 10, 2021, the fund has achieved a return of 26.44%, with a return of 9.52% over the past month [1]

Group 1 - The Hong Kong Technology ETF (159751) increased by 0.57% on September 29, with a trading volume of 202 million yuan [1] - The fund's shares decreased by 6 million, bringing the total shares to 937 million, with an increase of 20.1 million shares over the last 20 trading days [1] - The latest net asset value of the fund is 1.153 billion yuan [1] Group 2 - The performance benchmark for the Hong Kong Technology ETF is the CSI Hong Kong Stock Connect Technology Index return [1] - The fund is managed by Penghua Fund Management Co., Ltd., with Zhang Yuxiang as the fund manager [1] - Since its establishment on December 10, 2021, the fund has returned 23.12%, with a return of 9.01% over the past month [1]

Market Overview - The Hang Seng Index closed down by 0.99% while the Hang Seng Tech Index fell by 1.18% [1] - The Hong Kong Tech ETF (159751) increased by 0.33%, whereas the Hang Seng Hong Kong Stock Connect ETF (159318) decreased by 0.28% [1] Sector Performance - Diversified REITs and gas sectors showed strong performance with notable gains [1] - Aerospace and defense, along with offshore transportation sectors, experienced significant declines [1] Individual Stock Movements - Lens Technology saw a substantial increase of 12.56% [1] - China National Nuclear Power dropped by 10.0%, while Canggang Railway fell by 10.83% [1] - Dazhong Public Utilities surged by 35.44%, and MIRXES-B rose by 17.91% [1]

Group 1 - Nomura indicates that Meituan's food delivery business remains competitive in Q3 while maintaining its leading position, with an instant retail target of over 2 trillion yuan by 2030, and a stable landscape in the hotel and travel sector, although new businesses are contracting domestically and incurring losses overseas [1] - HSBC believes that consumer stimulation may become a key focus during the 14th Five-Year Plan, with foreign capital showing interest in AI, biotechnology, and electric vehicles, while sovereign funds from the Middle East are shifting their focus to Asia [1] - Alibaba's Gaode has launched a "Street Scanning Ranking" and issued 1 billion yuan in subsidies, aiming for a daily increase of 10 million customer flows, covering 7 million restaurants nationwide [1] - Taobao has restarted Koubei, collaborating with Gaode and Ele.me to promote group buying, planning to invest 1.4 billion yuan, with a target of reaching 5 million daily orders by the end of the year [1] Group 2 - Guolian Minsheng Securities points out that stocks in the Hong Kong technology sector with robotics concepts have significantly outperformed their peers, with nearly 70% of the top 30 automotive parts companies by mid-2025 being related to humanoid robotics, including Hengbo Co. and Jiuling Technology, both of which have seen increases exceeding 200%, indicating a strong driving effect of AI terminal carriers on Hong Kong technology stocks [2] - Minsheng Securities observes that the profitability in the technology sector is increasingly polarized in Q2 2025, but high-quality sectors like robotics show strong resilience, with the development rhythm of the industry chain comparable to the "computing power-carrier-application" three-stage evolution pattern of the 4G era, currently still in the early stages of computing power and model breakthroughs [2]

Core Viewpoint - The Hong Kong Technology ETF (159751) experienced a decline of 0.96% on August 28, with a trading volume of 153 million yuan, indicating a slight downturn in the technology sector [1] Fund Performance - The latest net asset value of the Hong Kong Technology ETF is 764 million yuan, with a total share increase of 29 million shares, bringing the total shares to 681 million [1] - Over the past 20 trading days, the fund's shares have increased by 66 million [1] - Since its inception on December 10, 2021, the fund has achieved a return of 12.24%, while the return over the past month is 0.05% [1] Management Information - The fund is managed by Penghua Fund Management Co., Ltd., with Zhang Yuxiang as the fund manager [1] - The performance benchmark for the fund is the CSI Hong Kong Stock Connect Technology Index return [1]

Market Overview - The Hang Seng Index closed down by 0.81%, while the Hang Seng Tech Index fell by 0.94% [1] - The Hong Kong Tech ETF (159751) decreased by 0.96%, and the Hang Seng Hong Kong Stock Connect ETF (159318) dropped by 0.51% [1] Sector Performance - Semiconductor products and equipment, as well as container and packaging sectors, showed strong gains [1] - Biotechnology and healthcare technology sectors experienced significant declines [1] Individual Stock Movements - Jiaxin International Resources surged over 177% [1] - Horizon Robotics-W increased by 14.74%, SMIC rose by 10.76%, ZTE Corporation gained 9.66%, Trip.com Group-S climbed 7.71%, China People's Insurance Group went up by 5.82%, Sanhua Intelligent Control rose by 4.67%, and CNOOC increased by 4.08% [1] - Aikang Medical fell by 13.56%, and Boan Biotechnology dropped by 13.99% [1] - Changfei Optical Fiber and Cable surged by 25.34%, and InnoCare Pharma increased by 15.43% [1] - Meituan-W declined by over 12% [1]