Hong Kong stocks are expected to welcome a period of foreign capital inflow in 2026. The liquidity performance of the Hong Kong stock technology ETF Invesco (513980) is outstanding, and the associated off-exchange connection fund (016496) has significant cost advantages

Hong Kong stocks are expected to welcome opportunities for foreign capital inflow in 2026, with the technology ETF Invesco (513980) showing excellent liquidity, achieving an average daily trading volume of 961 million yuan. The net purchase of southbound funds reached a historical high in a single day, and institutional analysis suggests that the profit-driven growth of Hong Kong stocks will replace valuation recovery, with an expected EPS growth of over 40% in 2026. Against the backdrop of AI technological transformation, technology assets will benefit, and it is recommended to adopt a "barbell strategy" to allocate high dividends and leading internet companies. The timing of the Federal Reserve's interest rate cuts will affect the return of foreign capital