今日（8.6）港股震荡回暖，恒生指数、恒生科技指数双双翻红，科技属性100%的港股通科技30ETF（520980）涨近1%，盘中成交额已超1.56亿元。资金面 上，近20日狂揽超12亿元，最新规模近25亿元创上市新高！ 今日南向资金再度涌入，截至14:38，南向资金净买入额已超72亿元。据业内机构统计，8月5日，南向资金成交净买入234.26亿港元，单日净买入金额创4月 10日以来新高。截至8月5日，今年内南向资金累计净买入金额达8843.82亿港元，大幅超过去年全年净买入额。 国泰海通证券指出，国内人工智能受到多重利好催化。过去一个月人工智能政策密集出台，上海新政推出10亿元专项补贴券直击AI应用落地难的产业痛 点，高层审议通过"人工智能+"行动深入AI产业发展，互联网信息办公室就芯片安全问题与海外厂商对话，国产大模型及AI agent发展落地将持续加速。 中银证券表示，7月28日，上海高层发布《上海市进一步扩大人工智能应用的若干措施》，旨在加快实施"人工智能+"行动，降低创新创业成本，进一步扩大 人工智能应用。该机构认为，本轮政策实现了"人才、资本、空间、生态"的全要素打包，有望扩大上海市在国内算力、行业 ...

今日（8.4），港股探底回升，恒生指数、恒生科技指数纷纷止跌翻红，走势强劲。科技属性100%的港股通科技30ETF（520980）涨1.19%，成 交额轻松突破3.5亿元。资金面上，港股通科技30ETF（520980）上一交易日大举揽金超2亿元，已连续15日获资金净流入，合计"吸金"超13亿 元！截至8月1日，最新规模超22亿元创上市新高，同指数规模领先！ 来源：方正证券研究所 方正证券认为，港股市场在回调后有望继续迎来趋势性上涨行情，结构上建议关注当前估值处于历史较低位的科技类指数。驱动本轮港股走强的 因素并未出现反转，我国经济基本面韧性强，且当前处于盈利下行周期尾声阶段，叠加一系列政策利好出台，市场风险偏好显著改善。此外南下 资金仍在持续加速流入港股市场，流动性环境整体较为友好，后续有望进一步流入，推动港股行情向好前进。 港股通科技30ETF（520980）标的指数多数飘红：优必选涨超10%，华虹半导体涨超8%，联想集团涨超5%，腾讯控股、小米集团、快手、中芯 国际涨超2%，美图公司涨超1%。 | 序号 | 代码 | 名称 | 涨跌幅 | 估算权重 ▼ | | --- | --- | --- | --- ...

Group 1 - The core viewpoint of the articles highlights the ongoing investment opportunities in the Hong Kong technology sector, particularly through the Hang Seng Technology ETF and the Hong Kong Stock Connect Technology 30 ETF, which are seen as undervalued with potential for recovery and growth [4][5][19] - The Hang Seng Technology ETF (513260) has a PE-TTM of approximately 20 times, which is 9% lower than the historical average since July 27, 2020, indicating a high potential for valuation recovery [5] - The Hong Kong Stock Connect Technology 30 ETF (520980) has a PE-TTM of about 21 times, positioned at the 17th percentile over the past decade, suggesting a lower valuation level and higher safety margin [5] Group 2 - Recent data shows that the top ten technology-related stocks in the Hong Kong market have a PE-TTM of 27.34 times and a PS-TTM of 6.24 times, indicating a theoretical upside of 54.7% and 100.55% compared to their U.S. counterparts [6] - Southbound capital has significantly supported liquidity in the Hong Kong market, with over 730 billion HKD flowing into the technology sector in the first half of 2025, marking a record high for net purchases [10] - The Hang Seng Technology ETF and the Hong Kong Stock Connect Technology 30 ETF have seen significant net purchases from southbound funds, with net buying amounts reaching 52 billion HKD for SMIC, 12 billion HKD for Meituan, and 10 billion HKD for XPeng Motors [15] Group 3 - Recent policies have increasingly supported the development of technology companies in Hong Kong, focusing on key areas such as chips and software, with the 2025 work report emphasizing "new productive forces" as a priority for economic development [16] - Analysts predict that the EPS of the Hang Seng Technology Index will rise annually from 320 HKD in 2025 to 459 HKD in 2027, indicating a potential "valuation recovery" and "earnings growth" scenario [16] - The Hang Seng Technology ETF (513260) is noted for having the lowest management fee in the market at 0.15%, making it an attractive option for investors looking to enter the Hong Kong technology sector [19]

Group 1: Xiaomi's Product Launch and Market Response - Xiaomi's first SUV model, YU7, was launched with a starting price of 253,500 CNY, which is 10,000 CNY cheaper than Tesla's Model Y [1][4] - The YU7 received over 200,000 pre-orders within 3 minutes and surpassed 289,000 pre-orders within an hour, exceeding market expectations [4] - The YU7 features a range of configurations and advanced technology, including a 700 TOPS Nvidia THOR chip and a 1,000万Clips version for assisted driving [4] Group 2: Xiaomi's AI Glasses - Xiaomi's AI glasses were launched with a starting price of 1,999 CNY and weigh only 40g, featuring a color-changing function and support for third-party apps [5][6] - The glasses are designed to enhance Xiaomi's "smart home" ecosystem, allowing users to control smart devices [6] - The initial release of the color-changing version sold out quickly, indicating strong market interest [6] Group 3: Market Trends and ETF Performance - The Hang Seng Technology ETF (513260) saw a nearly 1% increase, with Xiaomi's ADR rising over 10% following the product announcements [1][3] - The upcoming launch of the Hong Kong Stock Connect Technology 30 ETF (520980) is expected to attract significant investment, with a 53% increase in its index over the past year [3] - The top six weighted stocks in the ETF include major players like Kuaishou, Xiaomi, Tencent, and Alibaba, indicating a strong focus on technology [3]