On 8 april, ah responded strongly, significantly magnifying the volume. In terms of hard technology, the largest and most mobile share of hong kong's capital, the it etf (159131), continues to rise after jumping, with a violent rebound of 7. 51 per cent, breaking the five-day, 10-day and 20-day three-day averages, blowing out 482 million yen of turnover, with single-day increases and turnover at the same time updating the market。
The 50 components of the plate are all red. The 13 units, which are sophisticated, fragrance semiconductor, scalding technology, kibbutzim, magma-building, zanjiang, zanjiang, zhangshan yun, lansai, mafu time, asmpt, china chip international, etc., have increased by more than 10 per cent in bulk。
How can hong kong’s hard-tech niche win major large-disk indices such as constant technology in the overall rebound of the market? Or is supported by the following triple logic:
First, with the share of yin weidar in the chinese market, china's ai chip has come to an important turn: according to the latest research on chinese silver securities, according to the lightnet, the latest research by the idc of the market research institute indicated that, in 2025, china’s cloud-based ai accelerator market, local gpu and ai chips producers in china held nearly 41 per cent of the market share, and that the share of british weida, which had dominated the chinese market, had almost been cut off. In the specific direction of investment, investors may be interested in data elements and ai chip-related enterprises。
Second, along with the outbreak of ai computing needs, the hong kong firm's year 2025 performance in hard technology has provided an important backlash: in 39 of the 50 components of the central port of china information technology (it) composite index, the net profit achieved at the mother's return was positive, with 12 having more than doubled the increase by 100 per cent. Of these, the net profits of the union to the mother in 2025 were 1,061 million yuan, an increase of 696 per cent over the same period; the net profits to the mother of chumtitech in 2025 were 1,494 million yuan, an increase of 435 per cent over the same period; and the net profits of the milligroup-w, a drive of 41. 6 billion yuan, an increase of 76 per cent over the same period
Finally, the continued adjustment of the hong kong stock of hard technology has highlighted the value-for-money of investments, and the restoration of space has raised concerns: the consolidated information technology index for the port unit has been withdrawn by over 30 per cent since october 2025, and the current pe valuation has fallen to around 29, at a point of 18,91 per cent in the last three years, i. E. Less than 81 per cent in the last three years, with greater space for restoration。
Supporting t+0 transactions. Directly refers to the mega-cycle of the hong kong stock chip — the largest of its kind, with a market-wide focus only on the "hong kong chip" industry chain — it etf treasure (159131), the field outreach fund code 026755, with an index of “70% hardware+30% software”, and the “semiconductor+electronic+computer software” of the heavy port unit, which covers 50 hong kong hard technology companies, of which the mi group-w weights 13. 25%, the middle core group has 12. 54% weight, the united nations group has 9. 04% weight, and the waoxin semiconductor weight of 7. 09%; and the big internet enterprise, which does not contain the market values of ali baba, quetzÉ, and the united states mission, has a much higher intensity and easier ability to capture the ai hard technology performance of the hong kong stock. (as at 2026. 3. 31)
