Core Viewpoint - The Hong Kong technology sector is showing signs of recovery, with the Hong Kong Stock Technology ETF (513020) rising over 0.6% on January 9, driven by developments in the chip industry and positive market sentiment [1] Group 1: Market Developments - Kunlun Chip has submitted a listing application to the Hong Kong Stock Exchange, and the National Integrated Circuit Industry Investment Fund has increased its stake in SMIC H-shares to 9.25%, boosting market sentiment [1] - The outlook for the Hong Kong technology sector remains positive, particularly with the easing of pressure on the Federal Reserve's liabilities and a rebound in the domestic economy [1] Group 2: Investment Opportunities - The Hong Kong Stock Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which includes core assets in sectors such as internet, semiconductors, innovative pharmaceuticals, and new energy vehicles [1] - The Hong Kong Stock Connect Technology Index has outperformed the Hang Seng Technology Index, with a cumulative return of 256.46% from the base date at the end of 2014 to October 2025, significantly exceeding the Hang Seng Technology Index's return of 96.94% by nearly 160% [1]

Group 1 - The Hong Kong Technology ETF (513020) rose over 4.2% on January 5, indicating a recovery momentum in the technology sector [1] - Huatai Securities noted that the current market sentiment and liquidity environment in Hong Kong are favorable, increasing the probability of successful investments in Hong Kong stocks [1] - The technology sector is expected to have room for growth under the conditions of liquidity easing and capital recovery, with a focus on fundamentals, industry prosperity, and profitability in 2026 [1] Group 2 - The Hong Kong Technology Index has outperformed the Hang Seng Technology Index, particularly in sectors like new energy vehicles, innovative pharmaceuticals, and semiconductors, with a cumulative return of 256.46% from the end of 2014 to October 2025, compared to 96.94% for the Hang Seng Technology Index [2] - The Hong Kong Technology ETF tracks the Hong Kong Technology Index (931573), which includes core assets in the technology sector such as internet, semiconductors, innovative pharmaceuticals, and new energy vehicles [1]

Group 1 - The core viewpoint of the article highlights the positive performance of the Hong Kong technology sector, driven by improved liquidity and opportunities in the AI industry [1] - The Hong Kong Technology ETF (513020) has risen over 4%, reflecting market optimism regarding the technology sector [1] - Baidu's Kunlun Chip has submitted a listing application in Hong Kong, and the National Integrated Circuit Industry Investment Fund has increased its stake in SMIC International to 9.25%, boosting market sentiment [1] Group 2 - The Hong Kong Technology ETF tracks the Hong Kong Stock Connect Technology Index, which includes core assets in sectors such as internet, semiconductors, innovative pharmaceuticals, and new energy vehicles [1] - The Hong Kong Stock Connect Technology Index has outperformed the Hang Seng Technology Index, with a cumulative return of 256.46% since the base date at the end of 2014, significantly exceeding the Hang Seng Technology Index's return of 96.94% [1] - Emerging technology sectors like digital economy and AI applications are expected to benefit from favorable policies and industry innovation, although geopolitical risks and global economic uncertainties remain concerns [1]

12月29日，港股科技ETF（513020）涨超0.2%，板块有望回升，港股科技布局窗口开启。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 港股通科技指数相比恒生科技指数超配新能源车、创新药、半导体等行业，从业绩表现来看，从 2014年底基日开始至2025年10月底，港股通科技指数累计收益256.46%，相对恒生科技指数（96.94%） 超额近160%，长期跑赢恒生科技指数、沪港深互联网指数、恒生互联网科技业指数、恒生医疗保健指 数等同类指数。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供 参考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构 成投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产 品要素、风险等级及收益分配原则，选择与自身风险承受能 ...

Group 1 - The core viewpoint is that the Hong Kong stock technology sector will experience a "rise first, then retreat, and oscillate within a range" pattern in 2026, with AI technology and internet hardware being the main growth drivers throughout the year [1] - Technological innovation is reshaping the growth structure of Hong Kong stocks, with accelerated capital investment in AI and a concentrated construction period for infrastructure [1] - Major internet companies are clarifying their AI strategies, with Alibaba committing an additional "380 billion yuan over three years" for AI infrastructure, which corresponds to a compound annual growth rate of approximately 26% for cloud business energy consumption [1] - The domestic AI industry chain is expected to benefit comprehensively as major companies increase investments and supply of Nvidia's H200 improves, leading to innovation in downstream applications that will feed back into upstream computing power [1] - The internet sector is returning to an upward trend after the "bad news is fully priced in," with attractive valuations and reduced competitive pressure due to regulatory easing [1] - Despite short-term global risk sentiment disturbances, Hong Kong stock valuations have reflected these expectations, and with the Federal Reserve's interest rate cuts, the Hang Seng Technology Index is at an extremely low level, indicating a gradually emerging allocation window [1] Group 2 - The Hong Kong Stock Connect Technology Index is overweight in sectors such as new energy vehicles, innovative pharmaceuticals, and semiconductors compared to the Hang Seng Technology Index [2] - From the base date at the end of 2014 to the end of October 2025, the cumulative return of the Hong Kong Stock Connect Technology Index is 256.46%, outperforming the Hang Seng Technology Index by nearly 160% [2] - The Hong Kong Stock Connect Technology Index has consistently outperformed similar indices, including the Hang Seng Internet Technology Index and the Hang Seng Healthcare Index [2]

港股科技ETF（513020）跟踪的是港股通科技指数（931573），覆盖【互联网+创新药+新能源车】等港 股核心资产，集中体现多元化科技产业特征与港股市场核心科技企业的整体表现。 港股通科技指数相比恒生科技指数超配新能源车、创新药等行业，从业绩表现来看，从2014年底基日开 始至2025年10月底，港股通科技指数累计收益256.46%，相对恒生科技指数（96.94%）超额近160%，长 期跑赢恒生科技指数、沪港深互联网指数、恒生互联网科技业指数、恒生医疗保健指数等同类指数。 中泰证券指出，本周港股市场整体承压，恒生科技指数下跌2.82%，信息科技业表现疲软。但在美联储 降息预期下，市场流动性改善为港股带来支撑，2025年美联储已进行三次降息且未来可能进一步宽松， 港股负债端或持续优化。此外，美国科技股反弹对港股科技板块形成一定带动作用。展望未来，在美联 储降息周期和内地经济强劲表现的支撑下，港股流动性预期改善，科技板块在AI浪潮下具备成长潜 力。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境 ...

港股科技ETF（513020）跟踪的是港股通科技指数（931573），覆盖【互联网+创新药+新能源车】等港 股核心资产，集中体现多元化科技产业特征与港股市场核心科技企业的整体表现。 中泰证券指出，在美联储降息预期下，市场流动性改善为港股带来支撑，2025年美联储已进行三次降息 且未来可能进一步宽松，港股负债端或持续优化。此外，美国科技股反弹对港股科技板块形成一定带动 作用。展望未来，在美联储降息周期和内地经济强劲表现的支撑下，港股流动性预期改善，特别是在 AI浪潮下具备成长潜力的科技板块值得关注。 每日经济新闻 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 港股通科技指数相比恒生科技指数超配新能源车、创新药等行业，从业绩表现来看，从2014年底基日开 始至2025年10月底，港股通科技指数累计收益256.46% ...

华创证券指出，中央经济工作会议定调叠加香港金管局跟随美联储降息落地，看好后续低位资产的修复 弹性。AI领域，OpenAI发布GPT-5.2推动模型从问答到交付的价值闭环，迪士尼与OpenAI达成AI&IP战 略合作成为行业标志性范本，显示AI技术对内容产业的深度赋能。此外，影视行业旺季延续，贺岁档 及春节档重点影片储备丰富，有望带动相关产业链景气度。整体来看，港股科技板块在政策支持、技术 迭代及消费复苏驱动下，中长期修复动能明确。 港股科技ETF（513020）跟踪的是港股通科技指数（931573），覆盖【互联网+创新药+新能源车】等港 股核心资产，集中体现多元化科技产业特征与港股市场核心科技企业的整体表现。 港股通科技指数相比恒生科技指数超配新能源车、创新药等行业，从业绩表现来看，从2014年底基日开 始至2025年10月底，港股通科技指数累计收益256.46%，相对恒生科技指数（96.94%）超额近160%，长 期跑赢恒生科技指数、沪港深互联网指数、恒生互联网科技业指数、恒生医疗保健指数等同类指数。 消息面，蚂蚁集团旗下AI健康应用"蚂蚁阿福"于12月15号发布后下载量猛增，于16日当天冲上苹果应用 榜总 ...

风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 港股科技ETF（513020）跟踪的是港股通科技指数（931573），覆盖【互联网+创新药+新能源车】等港 股核心资产，集中体现多元化科技产业特征与港股市场核心科技企业的整体表现。 港股通科技指数相比恒生科技指数超配新能源车、创新药等行业，从业绩表现来看，从2014年底基日开 始至2025年10月底，港股通科技指数累计收益256.46%，相对恒生科技指数（96.94%）超额近160%，长 期跑赢恒生科技指数、沪港深互联网指数、恒生互联网科技业指数、恒生医疗保健指数等同类指数。 华创证券指出，中央经济工作会议定调叠加香港金管局跟随美联储降息落地，看好后续低位资产的修复 弹性。AI领域，OpenAI发布GPT-5.2推动模型从问答到交付的价值闭环，迪士尼与OpenAI达 ...

每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 华宝证券指出，港股市场迎来企稳修复，整体来看市场或正处于情绪回暖、风格切换阶段，权益市 场重返震荡上行通道。展望后市，随着春季行情临近，市场情绪有望回升，建议关注高景气方向的布局 机会。 港股科技ETF（513020）跟踪的是港股通科技指数（931573），覆盖【互联网+创新药+新能源车】 等港股核心资产，集中体现多元化科技产业特征与港股市场核心科技企业的整体表现。 港股通科技指数相比恒生科技指数超配新能源车、创新药等行业，从业绩表现来看，从2014年底基 日开始至2025年10月底，港股通科技指数累计收益256.46%，相对恒生科技指数（96.94%）超额近 160%，长期跑赢恒生科技指数、沪港深互联网指数、恒生互联网科技业指数、恒生医疗保健指数等同 类指数。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌 ...