智通财经APP获悉，易方达港交所科技100 ETF(03456)午后涨近4%，截至发稿，涨3.75%，报8.16港元，成交额349.22万港元。
消息面上，7月以来，AI硬件赛道交易拥挤风险增加，洼地资产逐步成为机构调仓方向。其中，处于估值底部且拥有澎湃现金流与大额回购加持的恒生科技指数正受到资金青睐。招银国际指出，展望7月，我们认为恒生科技指数估值已经处于具备吸引力的区间，可适度逢低布局，但估值修复或需仰赖基本面环比改善支撑。
公开资料显示，6月26日，易方达港交所科技100ETF(03456)于香港交易所上市交易。该ETF挂钩的香港交易所科技100指数是香港交易所推出的首只港股指数。在成分股构成上，该指数精选了100只符合科技属性的港股通标的。除腾讯、小米等万亿市值龙头外，宁德时代、百济神州等细分领域领军企业亦位列其中。这在一定程度上弥补了恒生科技指数在算力、半导体、机器人、生物科技等新质生产力代表领域的覆盖不足。
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