港股通互联网ETF(513040)

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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
| | 恒生新经济ETF | | | 513320 | | | --- | --- | --- | --- | --- | --- | | | 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 | 交目 该指数涨跌 | 该指数 滚动市盈率 | 该指数自2018年 以来估值分位 | | | | 50只股票组成,主要包括信息 | | | | | | | 技术、可选消费、医疗保健行 | -1.6% | 26. 8倍 | 65. 4% | 415 | | | 恒生科技ETF易方达 | | | 513010 | | | | 跟踪恒生科技指数 | | | | | | | 该指数由港股上市公司中与科 | 令日 | 该指数 | 该指数自2020年 | | | | 技主题高度相关的、市值最大 | 该指数涨跌 | 滚动市盈率 | 发布以来估值分位 | | | | 的30只股票组成,信息技术及 | | | | | | | 可选消费行业合计占比超90% | -0. 7% | 24.6倍 | 36. 7% | | | | 港股通矢药ETF ( | | | 513200 | | ...
AI大模型加速迭代,港股通互联网ETF(513040)连续获资金加码
Mei Ri Jing Ji Xin Wen· 2025-10-09 07:38
港股互联网板块今日震荡,截至14:40,中证港股通互联网指数下跌0.7%。Wind数据显示,相关ETF 中,港股通互联网ETF(513040)已连续37个交易日获资金净流入,合计超33亿元,规模再创历史新 高。 中国银河证券研报表示,随着底层大模型能力的不断迭代,当前AI应用已经初步具备发展基础;AI在 各个行业不断展开试水,AI应用落地将对多数行业产生变革性的影响。 中证港股通互联网指数聚焦AI应用,由港股通范围内30家涉及互联网相关业务的股票组成,前四大成 分股为腾讯控股、阿里巴巴、小米集团、美团,合计占比超50%。指数当前滚动市盈率为26.7倍,处于 2021年发布以来34.1%分位处,配置价值值得关注。投资者可借道港股通互联网ETF(513040)便捷布 局AI应用发展机遇。 近日,OpenAI发布Sora2,实现音视频同步生成、物理一致性与可控性显著提升,AI应用预期随之提 升。国产模型也加速迭代,腾讯"混元图像3.0"在LMArena文生图榜单"盲测"登顶、智谱发布并开源 GLM-4.6、阿里通义千问开源Qwen3-VL-30B-A3B并推出FP8版本,显示国内开源与国产化协同强化。 ...
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]
港股互联网板块震荡上扬,港股通互联网ETF(513040)连续获资金加仓,规模创新高
Mei Ri Jing Ji Xin Wen· 2025-09-25 03:02
阿里巴巴集团CEO表示,阿里巴巴正在积极推进三年3800亿的AI基础设施建设计划,并将持续追加更 大的投入;为了迎接超级人工智能(ASI)时代的到来,2032年阿里云全球数据中心的能耗规模将较 2022年提升10倍。 港股互联网板块今日早盘震荡,截至10:11,中证港股通互联网指数上涨0.7%,成分股中,金山云涨超 5%,哔哩哔哩-W、商汤-W涨超3%,小米集团-W、阿里巴巴-W涨超1%。截至昨日,跟踪该指数的港 股通互联网ETF(513040)连续33个交易日获资金净流入,合计超24亿元,规模创下历史新高。 近日,阿里巴巴推出Qwen3-Max大模型,目前该模型的预览版在LMArena文本排行榜上位列第三,超越 了GPT-5-Chat,正式版本在代码能力和智能体能力方面进一步提升,在涵盖知识、推理、编程、指令遵 循、人类偏好对齐、智能体任务和多语言理解的全面基准测试中均达到业界领先水平。 目前,中证港股通互联网指数由港股通范围内30家涉及互联网相关业务的股票组成,前五大成分股为腾 讯控股、阿里巴巴、小米集团、美团、京东健康。指数当前滚动市盈率为26倍,处于2021年发布以来 31%分位处,配置价值显现。港股 ...
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]
9月22日港股通互联网ETF(513040)份额增加6400.00万份
Xin Lang Cai Jing· 2025-09-23 01:09
港股通互联网ETF(513040)业绩比较基准为中证港股通互联网指数收益率(使用估值汇率折算),管理 人为易方达基金管理有限公司,基金经理为李栩、张泽峰,成立(2023-05-31)以来回报为69.81%,近 一个月回报为8.57%。 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。 来源:新浪基金∞工作室 9月22日,港股通互联网ETF(513040)跌0.47%,成交额3.23亿元。当日份额增加6400.00万份,最新份 额为22.76亿份,近20个交易日份额增加10.75亿份。最新资产净值计算值为38.65亿元。 ...
港股科技股集体走强,恒生科技ETF易方达(513010)、港股通互联网ETF(513040)标的指数大涨
Mei Ri Jing Ji Xin Wen· 2025-09-17 11:30
Group 1 - The Hang Seng Technology Index rose by 4.2%, the CSI Hong Kong Stock Connect Internet Index increased by 3.9%, the Hang Seng Hong Kong Stock Connect New Economy Index went up by 3.3%, the CSI Hong Kong Stock Connect Consumer Theme Index climbed by 2.1%, and the CSI Hong Kong Stock Connect Medical and Health Comprehensive Index saw a slight increase of 0.1% [1] - According to Galaxy Securities, under the expectation of a Federal Reserve interest rate cut, foreign capital is showing a structural preference for the Chinese Hong Kong stock market, primarily focusing on technology, finance, and certain consumer and manufacturing sectors, with a particular emphasis on technology stocks, healthcare, and biotechnology [1] Group 2 - The Hang Seng New Economy Index consists of 50 stocks from the "new economy" sector within the Hong Kong Stock Connect, primarily including information technology, consumer discretionary, and healthcare industries [2] - The index has a rolling price-to-earnings ratio of 25.5 times and has seen a valuation percentile increase of 59.2% since its inception in 2018 [2] - The Hang Seng Technology Index is composed of 30 stocks highly related to technology, with over 90% of its weight in information technology and consumer discretionary sectors, and it has a rolling price-to-earnings ratio of 23.4 times, with a valuation percentile increase of 32.3% since its launch in 2020 [2] - The CSI Hong Kong Stock Connect Medical and Health Comprehensive Index includes 50 liquid and large-cap stocks in the healthcare sector, which accounts for over 90% of the index's weight, with a rolling price-to-earnings ratio of 31.6 times and a valuation percentile increase of 48.9% since its inception in 2017 [2] - The CSI Hong Kong Stock Connect Internet Index consists of 30 leading internet companies, primarily in information technology and consumer discretionary sectors, with a rolling price-to-earnings ratio of 25.2 times and a valuation percentile increase of 27.4% since its launch in 2021 [2]
恒生科技ETF易方达(513010)连续10个交易日“吸金”,合计超20亿元,产品规模创历史新高
Mei Ri Jing Ji Xin Wen· 2025-09-10 11:22
Market Overview - The Hong Kong stock market showed mixed performance today, with financial and real estate sectors continuing to rise, while pharmaceutical and new consumption sectors experienced widespread declines [1] - The Hang Seng Technology Index increased by 1.3%, the CSI Hong Kong Stock Connect Internet Index rose by 1.1%, the Hang Seng Stock Connect New Economy Index gained 0.2%, and the CSI Hong Kong Stock Connect Consumer Theme Index saw a slight increase of 0.1%. In contrast, the CSI Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index fell by 1.1% [1] ETF Performance - The E Fund Hang Seng Technology ETF (513010) has recorded net inflows for 10 consecutive trading days, totaling over 2 billion yuan, with the latest scale reaching 17.6 billion yuan, marking a historical high [1] - The Hang Seng New Economy ETF (513320) tracks the Hang Seng Stock Connect New Economy Index, which consists of 50 stocks from the "new economy" sector with the largest market capitalization [2] - The Hang Seng Technology ETF (513010) tracks the Hang Seng Technology Index, composed of 30 stocks highly related to technology themes, with over 90% of the index comprising information technology and consumer discretionary sectors [2] - The CSI Hong Kong Stock Connect Pharmaceutical ETF (513200) tracks the CSI Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index, which includes 50 liquid and large-cap stocks in the healthcare sector [2] - The CSI Hong Kong Stock Connect Internet ETF (513040) tracks the CSI Hong Kong Stock Connect Internet Index, consisting of 30 leading internet companies, primarily in information technology and consumer discretionary sectors [2] Valuation Metrics - The rolling P/E ratio for the Hang Seng New Economy Index is 24.8 times, with a valuation percentile of 55.4% since 2018 [2] - The rolling P/E ratio for the Hang Seng Technology Index is 22.5 times, with a valuation percentile of 27.4% since its inception in 2020 [2] - The rolling P/E ratio for the CSI Hong Kong Stock Connect Pharmaceutical Index is 32.3 times, with a valuation percentile of 50.2% since 2017 [2] - The rolling P/E ratio for the CSI Hong Kong Stock Connect Internet Index is 24.4 times, with a valuation percentile of 24.4% since its inception in 2021 [2] - The rolling P/E ratio for the E Fund Hong Kong Consumption ETF (513070) is 21.7 times, with a valuation percentile of 21.9% since its inception in 2020 [3]