Market developments show that a major internet platform, which serves as a key component of the Hang Seng TECH ETF (513130), released its 2025 interim results on August 29, with overall performance significantly surpassing market expectations. Both revenue and net profit maintained robust growth, with cloud intelligence business revenue registering a 26% year-over-year increase, further validating the industry logic of AI-driven profit expansion. Additionally, on August 31, 2025, this internet leader entered into a strategic cooperation agreement with a telecommunications giant, setting the stage for deeper collaboration in cloud and AI infrastructure, further empowering the "Artificial Intelligence+" development theme.
The impressive financial results from this leading company have provided positive support for market sentiment, with Hong Kong technology stocks showing active performance in today's morning session. From a capital flow perspective, funds have been continuously positioning during the previous period of volatility in Hong Kong tech stocks. Wind data indicates that the Hang Seng TECH ETF (513130), a popular vehicle for Hong Kong tech exposure, has achieved net inflows for five consecutive weeks since July 28, accumulating a total of 7.885 billion yuan in inflows during this period, making it the only product tracking the Hang Seng TECH Index with net inflows exceeding 6.5 billion yuan. (Data source: Wind, as of 2025/8/29)
The concentrated capital inflows have driven the Hang Seng TECH ETF (513130) assets under management to 36.092 billion yuan, reaching a new historical high. The ETF has also experienced significantly higher trading volumes recently, with average daily turnover of 5.194 billion yuan in August, representing a notable increase compared to July's average daily trading volume of 3.922 billion yuan. (AUM data source: Exchange; other data source: Wind, all as of 2025/8/29)
Furthermore, according to the fund's 2025 interim report, the Hang Seng TECH ETF (513130) has 224,100 unitholders, an increase of over 61,000 from the end of 2024, making it the only ETF tracking the Hang Seng TECH Index to add more than 60,000 holders, highlighting strong market preference. (Data source: Fund periodic reports; year-end 2024 holder count was 163,100)
The Hang Seng TECH ETF (513130) closely tracks the Hang Seng TECH Index, one of the representative indices in the Hong Kong stock market. The index encompasses both soft technology sectors including internet platforms and software development, as well as hard technology segments such as telecommunications and chip design, covering multiple areas within the artificial intelligence industry chain with comprehensive characteristics, potentially helping capture overall opportunities in AI development. As of 2025/8/29, the index's top five constituents are Tencent Holdings, SMIC, NetEase-S, Alibaba-W, and Xiaomi Group-W. (Index top five constituents and data source: CSI, Wind, as of 2025/8/29. Individual stocks mentioned are for index composition display only, not stock recommendations, and do not constitute investment advice.)
Wind data shows that as of 2025/8/29, the Hang Seng TECH Index trades at a P/E ratio of 21.23x, positioned at only the 19.23% percentile of its five-year historical range, suggesting potential for valuation expansion amid expectations of Federal Reserve rate cuts and earnings improvements. The Hang Seng TECH ETF (513130), which supports intraday T+0 trading, offers large scale, superior liquidity, low fees, and broad technology theme coverage, potentially serving as an effective tool for investors seeking to capture overall opportunities in Hong Kong technology stocks. Off-exchange investors may consider its feeder funds (Class A: 015310, Class C: 015311).
The Hang Seng TECH ETF (513130) was established on 2021/5/24; T+0 refers to the exchange trading mechanism.
Risk Warning: Fund investments carry risks and should be made with caution. For purchases of related fund products, please pay attention to investor suitability management regulations, complete risk assessments in advance, and purchase fund products with risk levels matching your risk tolerance capacity. Past performance of funds does not predict future results, and performance of other funds managed by the fund manager does not guarantee this fund's performance. Fund investments require attention to investment risks. Please carefully read legal documents including fund contracts, prospectuses, and product summaries to understand specific fund details. This fund may invest in overseas securities markets and, in addition to general investment risks similar to domestic securities investment funds such as market volatility risk, will also face special investment risks including exchange rate risk and overseas securities market risk. The index is compiled and published by Hang Seng Indexes Company Limited, with ownership belonging to Hang Seng Indexes Company Limited. Hang Seng Indexes Company Limited will take all necessary measures to ensure index accuracy but makes no guarantees and bears no responsibility for any index errors.
Comments