金吾财讯 | 华泰证券表示，今年初DeepSeek的发布驱动了年内第一轮中国科技资产重估行情，三季度科技股在AI概念催化下出现第二轮上行走势，港股科技类ETF受到投资者较多关注。该机构对比了有跟踪ETF的港股科技类指数：1）从跟踪ETF总规模来看，恒生科技、中证港股通互联网指数分别为1464亿元、1101亿元，居前两位；2）中证港股通互联网、恒生科技指数今年以来净流入628亿元、512亿元，居前两位；3）中证港股通互联网、恒生科技指数YTD收益率分别为54.14%、40.87%，差别主要在于恒生科技的成分股行业分布相对更为多元、包含“硬科技”、“新经济”等相关行业；而中证港股通互联网的成分股高度聚焦互联网行业，今年以来在AI概念加持下弹性更高。若后续互联网行情持续演绎，可关注跟踪中证港股通互联网指数的ETF；若后续“硬科技”、“新经济”等相关行业有良好表现，可关注跟踪恒生科技指数的ETF。
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