On the morning of October 27, the Hong Kong stock market's technology sector was active, with the Hong Kong's 30 ETF (520560), which focuses on "technology + dividends," opening higher and maintaining a strong performance, currently up over 1% with trading volume approaching ten million. Among the constituent stocks, leading tech growth companies such as Alibaba-W, Semiconductor Manufacturing International Corporation, Meituan-W, and Kuaishou-W demonstrated notable increases, each rising over 2%. In contrast, new energy vehicle stocks like Li Auto-W, Geely Automobile, and Xiaomi Group-W showed weaker performance, slightly dipping into the red.
According to data from the Shanghai Stock Exchange, by last Friday (October 24), Hong Kong's 30 ETF (520560) saw a continuous net increase in funds for three consecutive days, with a total inflow of 6.8 million yuan and over 30 million yuan in net inflows over the past ten trading days, indicating active buying and a sustained optimistic outlook.
In related news, recent discussions on the "14th Five-Year Plan" suggest placing new productivity at a more central strategic status, increasing the objective of significantly enhancing "self-reliance in technology," and clearly emphasizing the need to "seize technological development's high ground."
HKEX President Charles Li stated that there will be ongoing improvements to the listing system and connectivity mechanisms to further attract leading A-share companies to list in Hong Kong. Since the beginning of the year, the total amount raised from IPOs in Hong Kong has exceeded HK$190 billion.
According to Guotai Junan Securities, the "14th Five-Year Plan" emphasizes self-reliance in technology, promoting deep integration between technological innovation and industrial innovation. The trends in the AI industry resonate with the logic of domestic semiconductor substitution, becoming the core driver for the rise of the Hang Seng Technology Index. Expectations of easing US-China trade relations and sustained inflows of southbound funds provide additional support for the market.
【Five Key Points: Why Investing in Hong Kong's 30 ETF is Worthwhile】
1. Leading Assets: Easily lay out core assets in Hong Kong stocks, avoiding individual stock selection risks. 2. Structural Advantage: Incorporates a "technology + dividends" strategy, balancing offense and defense. 3. Low Valuation: Both P/E and P/B ratios are low, highlighting cost-effectiveness. 4. Flexible Trading: The "T+0 mechanism" and high liquidity are suitable for both swing trading and systematic investment. 5. Long-term Value: Historically robust performance makes it ideal for long-term allocation as a foundational tool in Hong Kong stock investments.
Remember: Recent market fluctuations may be significant, and short-term volatility does not predict future performance. Investors should always invest rationally based on their own financial situation and risk tolerance, and pay close attention to position and risk management.
Risk Warning: Hong Kong's 30 ETF passively tracks the Hang Seng China (Hong Kong listed) 30 Index, which was established on January 3, 2000, and released on January 20, 2003. The composition of the index is adjusted according to its compilation rules. The constituent stocks mentioned are for display purposes only and descriptions of individual stocks do not serve as any form of investment advice, nor do they represent the holdings or trading strategies of any funds managed by the fund manager. The risk level of this fund, as assessed by the fund manager, is R4 - medium to high risk, suitable for aggressive investors (C4) and above. Any information presented in this article (including but not limited to stocks, comments, forecasts, charts, indicators, theories, and any form of expression) is for reference only, and investors must be responsible for their own investment decisions. Furthermore, any viewpoints, analyses, and forecasts presented herein do not constitute any form of investment advice for readers and do not bear any responsibility for direct or indirect losses resulting from the use of this article's content. The past performance of other funds managed by the fund manager does not guarantee the fund's performance, and past performance does not represent future outcomes; investing in funds involves risks and should be approached with caution.
MACD golden cross signal formed; these stocks are on a nice upward trend!