当然，外资并不仅仅购买股票，他们同样通过ETF这种透明度高、流动性好的工具来布局中国资产。Wind数据显示，今年上半年，外资巨头们在ETF上的动 作非常频繁。巴克莱银行持有ETF的数量从2024年底的135只增加到200只，持有市值最高的是华夏恒生互联网科技业ETF，达到11.9亿元。瑞银集团的步伐 同样迅速，持仓ETF数量从去年底的57只飙升到141只，还新晋成为A股和港股多个ETF的前十大持有人。法国巴黎银行也不甘落后，持有的ETF数量也在增 加。（上海证券报 20250903） 从他们的配置偏好中，小夏发现一个共通点：外资很看重科技方向。无论是港股的互联网龙头，还是A股的科创类指数，外资都在用ETF进行集中布局。这 和他们一贯的投资逻辑一致：寻找长期成长的产业，并通过工具化的方式实现高效配置。 最近，小夏注意到一个挺有意思的现象，今年A股和港股的表现不俗，外资对中国资产的兴趣又再次升温，而且他们知行合一，也在持续买入。那么，外资 为何看好中国资产？今天小夏就来跟大家聊聊这个话题。 先看看市场氛围。近期，多家外资金融机构密集发声，对中国股市表达了乐观预期。他们普遍认为，当前A股和港股的估值都处在合理区间。 ...

Core Viewpoint - The Hong Kong stock market's technology sector is showing increasing investment value due to a combination of policy benefits, technological innovations, and improved liquidity, with potential for performance enhancement and value reassessment as the Federal Reserve enters a rate-cutting phase and southbound capital continues to flow in [1] Group 1: Market Dynamics - The proportion of Hong Kong Stock Connect holdings has significantly increased to 16.85%, making Hong Kong attractive due to its valuation advantages and scarce assets amid high valuations in certain A-share assets [1] - The market is shifting focus from traditional core assets like liquor and new energy to high-growth sectors such as Hong Kong technology, semiconductors, and AI-driven industries [1] Group 2: Investment Opportunities - The Hong Kong Stock Connect Technology ETF (159101) has been launched, focusing on hard technology and including sectors like electronics, media, and biomedicine, with a minimal number of constituent stocks compared to similar indices, emphasizing leading technology companies in Hong Kong and China's innovation leaders [1] - Investors can leverage this ETF to capitalize on the rapid development opportunities within the industry [1]