On September 15, the Hong Kong stock technology sector opened high and walked high. Wind data showed that the Hang Seng Technology Index exceeded 6000 points in early trading, setting a new intraday high since April this year. On the news front, the Federal Reserve will hold an interest-rate meeting on September 17 local time. Based on a series of data released in the previous period showing a weak economic trend, the market has strong expectations for a 25 basis point interest rate cut. Hong Kong stocks with outstanding offshore characteristics have attracted much attention, among which the Hong Kong stock technology sector, which is highly sensitive to interest rates, is expected to benefit deeply. Strengthened by this logic, Hang Seng Technology ETF (513130) increased its volume last week. The turnover of the whole day in the past four trading days (2025/9/9 – 2025/9/12) exceeded 5.5 billion yuan, and the net capital inflow in the past 10 trading days The cumulative amount reached 1.186 billion yuan, the latest scale reached 39.211 billion yuan, a record high. (The historical rise and fall of the index does not represent future performance and does not constitute a guarantee for the fund’s performance. Investors are advised to pay attention to the risk of index fluctuations)
In addition, good news also came from the industrial level of the Hong Kong stock technology sector. According to The Information, citing four people directly familiar with the matter, the two major Hong Kong stock Internet companies may have begun to adopt internally designed chip training AI models to replace some NVIDIA chips. The process of independent chip control in my country has taken a step further. In addition, overseas technology giants released Q1 results for fiscal year 2026, in which cloud infrastructure revenue increased significantly, which is expected to further catalyze targets related to the domestic AI industry chain under the influence of overseas mapping.
The Hang Seng Technology Index closely tracked by Hang Seng Technology ETF (513130) is one of the representative indices of the Hong Kong stock technology sector. It is the business card of China with the highest recognition of foreign investment. It has 30 Hong Kong stock Internet or manufacturing leading enterprises with outstanding R & D capabilities., involving multiple sectors such as the Internet, media, software, automobiles, chips, etc., covering multiple links in the Al industry chain, and its comprehensive and representative characteristics are outstanding. (Data source: Wind, Hang Seng Index Company, as of 2025/9/12)
Under the superposition of beta opportunities for Hong Kong stocks brought about by the Federal Reserve’s strengthened interest rate cuts and alpha opportunities in the technology sector itself, the inflow of southbound funds has accelerated. Wind data shows that since September, the cumulative increase in southbound funds has reached HK$93.882 billion, of which individual stocks of Internet companies have become the focus of additional positions. In addition, the current P/E ratio of the Hang Seng Technology Index, with a P/E ratio of 23.12 times, is only in the middle and low quantile range of 31.92% in the past five years, and the allocation value may be worthy of attention. The Hang Seng Technology ETF (513130) has multiple advantages such as large scale, excellent liquidity, support for on-site T+0, and low rates. According to the latest fund’s regular report, the number of holders exceeds 220,000, and it is expected to serve as an important tool to assist investors. Over-the-counter investors can pay attention to its over-the-counter linked funds (Class A 015310 and Class C 015311). (Data source: Wind, both as of 2025/9/12)
Note: Hang Seng Technology ETF (513130) was established on 2021/5/24;T+0 is an exchange trading mechanism
Risk warning: Funds are risky and investment needs to be cautious.If you need to purchase relevant fund products, please pay attention to the relevant regulations on investor appropriateness management, conduct risk assessments in advance, and purchase fund products with matching risk levels based on your own risk tolerance. The past performance of a fund does not predict its future performance, and the performance of other funds managed by the fund manager does not constitute a guarantee of the fund’s performance. Fund investment needs to pay attention to investment risks. Please carefully read legal documents such as the fund contract, fund prospectus and product information summary to understand the specific situation of the fund. The Fund can invest in overseas securities markets. In addition to bearing general investment risks such as market fluctuation risks similar to domestic securities investment funds, it will also face special investment risks such as exchange rate risks and overseas securities market risks. The index is compiled and published by Hang Seng Index Company, and its ownership belongs to Hang Seng Index Company. Hang Seng Indices will take all necessary measures to ensure the accuracy of the index, but does not make any guarantees in this regard and is not responsible to anyone for any errors in the index.
Note: Hang Seng Technology ETF (513130) was established on 2021/5/24;T+0 is an exchange trading mechanism
Risk warning: Funds are risky and investment needs to be cautious. If you need to purchase relevant fund products, please pay attention to the relevant regulations on investor appropriateness management, conduct risk assessments in advance, and purchase fund products with matching risk levels based on your own risk tolerance.The past performance of a fund does not predict its future performance, and the performance of other funds managed by the fund manager does not constitute a guarantee of the fund’s performance. Fund investment needs to pay attention to investment risks. Please carefully read legal documents such as the fund contract, fund prospectus and product information summary to understand the specific situation of the fund. The Fund can invest in overseas securities markets. In addition to bearing general investment risks such as market fluctuation risks similar to domestic securities investment funds, it will also face special investment risks such as exchange rate risks and overseas securities market risks. The index is compiled and published by Hang Seng Index Company, and its ownership belongs to Hang Seng Index Company. Hang Seng Indices will take all necessary measures to ensure the accuracy of the index, but does not make any guarantees in this regard and is not responsible to anyone for any error in the index
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