Oriental Securities Hong Kong pointed out that the Hong Kong stock technology sector will benefit from the dual drivers of the global AI recovery and China's policy dividends. China's technology industry is in a phase of rapid growth, benefiting from the global AI revolution and China's "New Quality Productive Forces" strategy. The Hang Seng Tech Index has risen over 25% year-to-date in 2025, with both stock price gains and performance of the technology sector far surpassing the overall A-share market. Since late November 2025, global market concerns about the AI "bubble" have gradually eased, primarily due to the implementation of the Federal Reserve's interest rate cut signals, better-than-expected corporate earnings, and the substantial realization of AI application scenarios (such as the leading benchmark test results of the Gemini 3 model). The technology sector covers semiconductors, the digital economy, biotechnology, and other fields, demonstrating comprehensive growth potential.

Hong Kong Stock Connect Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573). This index selects listed company securities from the Hang Seng Composite Index that meet the criteria for Stock Connect eligibility in fields such as information technology, electronic components, interactive media and services, online retailers, and payment services, choosing the 30 with the highest market capitalization as constituent stocks. The index focuses on technology enterprises with high R&D investment and high growth potential, covering cutting-edge technology areas such as AI algorithms, smart hardware, and semiconductors, comprehensively reflecting the overall performance of core technology industry securities in the Hong Kong stock market.