Hong Kong tech stocks stage major comeback, Hong Kong tech ETF (513020) leads gains surpassing 2.3%

On March 16, the Hong Kong stock technology sector staged a major rebound, with the Hong Kong Tech ETF (513020) leading up more than 2.3%.

CICC Securities pointed out that structural opportunities still exist in the Hong Kong stock market. Currently, the Hong Kong tech sector offers good value for allocation, with medium- to long-term investment potential becoming increasingly evident. Liquidity in the Hong Kong tech sector has improved, and market focus is on the upcoming earnings releases from industry leaders like Tencent Holdings and Alibaba in late March. Investors are paying close attention to their AI capital expenditure guidance, profit recovery in core businesses, and dividend and buyback plans. Supported by earnings expectations, the sector has rebounded. In terms of allocation, investors may consider focusing on internet giants with significantly reduced valuations, as their AI transformation and improved performance could present valuation recovery opportunities.

The Hong Kong Tech ETF (513020) tracks the Hong Kong Connect Technology Index (931573), which covers core assets such as internet, semiconductors, innovative pharmaceuticals, and new energy vehicles. It reflects the diversified characteristics of the tech industry and the overall performance of leading tech companies in the Hong Kong market.

Compared to the Hang Seng Tech Index, the Hong Kong Connect Technology Index has a higher allocation to new energy vehicles, innovative pharmaceuticals, and semiconductors. From the end of 2014 to the end of 2025, the index has achieved a cumulative return of 224.25%, outperforming the Hang Seng Tech Index’s 83.87% by over 140%. Over the long term, it has outperformed similar indices such as the Hang Seng Internet Technology Index, the Shanghai-Hong Kong-Shenzhen Internet Index, and the Hang Seng Healthcare Index.

Risk reminder: Mentioned stocks are for industry event analysis only and do not constitute any stock recommendation or investment advice. Short-term index fluctuations are for reference only and do not predict future performance, nor do they guarantee fund performance. Opinions may change with market conditions and do not constitute investment advice or promises. Different funds have different risk and return profiles; investors should carefully read the fund’s legal documents, fully understand the product features, risk levels, and distribution principles, and choose products that match their risk tolerance. Invest cautiously.

Daily Economic News

(Edited by: He Chong)

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