--- title: "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" type: "News" locale: "en" url: "https://longbridge.com/en/news/279000882.md" description: "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" datetime: "2026-03-13T07:19:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/279000882.md) - [en](https://longbridge.com/en/news/279000882.md) - [zh-HK](https://longbridge.com/zh-HK/news/279000882.md) --- # 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 As of March 13, 2026, 14:29, the CSI Hong Kong Stock Connect Technology Index (931573) fell by 0.70%. Among the constituent stocks, Leapmotor led with a rise of 2.27%, CATL increased by 1.72%, and Meitu rose by 1.55%. The Hong Kong Stock Connect Technology ETF Invesco (513980) saw a turnover of 2.51% during the session, with a transaction volume of 509 million yuan. Looking at a longer time frame, as of March 12, the average daily transaction volume of the Invesco Hong Kong Stock Connect Technology ETF over the past year was 961 million yuan, indicating excellent product liquidity. On March 9, southbound funds recorded a net purchase of 37.213 billion Hong Kong dollars in a single day, setting a new historical record for single-day net purchases since August 2025. Several institutional personnel pointed out that the driving core of Hong Kong stocks in 2026 is shifting from valuation repair to profit-driven. Huatai Securities' research report shows that the profitability of leading Hong Kong technology companies has shown signs of improvement, with a consensus expectation of over 40% growth in index EPS for 2026. With the trend of "anti-involution" in the industry becoming clear and companies continuously promoting cost reduction and efficiency improvement, profits are expected to gradually materialize. Industrial Securities stated that the overseas liquidity easing pattern has not changed, and Hong Kong stocks are expected to welcome an opportunity for foreign capital inflow in 2026. The liquidity of the Hong Kong stock market continues to improve, and under the backdrop of AI technological transformation, technology assets are expected to benefit significantly. Zhongtai Securities believes that the Hang Seng Technology Index will maintain volatility in the short term, but the current valuation already offers high cost-effectiveness, revealing long-term allocation value. The timing of the Federal Reserve's interest rate cuts will be a key variable; if rate cuts begin in the second half of the year, it is expected to attract foreign capital back. It is recommended to adopt a "barbell strategy," balancing high-dividend defensive assets with leading internet companies undergoing valuation adjustments. The Invesco Hong Kong Stock Connect Technology ETF (513980) closely tracks the CSI Hong Kong Stock Connect Technology Index, selecting 50 large-cap, high R&D investment, and good revenue growth technology leading listed companies' securities as index samples from the Hong Kong Stock Connect range. The top ten weighted stocks are Alibaba-W, Tencent Holdings, Xiaomi Group-W, Meituan-W, BYD Company, SMIC, Kuaishou-W, WuXi AppTec, Innovent Biologics, and XPeng-W, with the top ten weighted stocks accounting for a total of 67.78%. As of the latest data, the top five Shenwan first-level industries in the index are Electronics (21.87%), Automotive (17.63%), Pharmaceuticals and Biotechnology (17.29%), Media (15.53%), and Retail Trade (10.06%). (Data source: Wind, as of March 13, 2026) It is worth mentioning that the Invesco Great Wall CSI Hong Kong Stock Connect Technology ETF Connect (A: 016495; C: 016496) has a management fee of 0.50% and a custody fee of 0.10%, which is below the average level of similar products, indicating a clear cost advantage. Risk Warning: The brands mentioned in this article are for illustrative purposes only and do not represent recommendations for specific companies or stocks. The market carries risks, and investment should be approached with caution! ### Related Stocks - [513980.CN](https://longbridge.com/en/quote/513980.CN.md) ## Related News & Research - [ETF inflows race toward record $2 trillion in 2026](https://longbridge.com/en/news/288278311.md) - [The dividend ETF built for whatever the market does next](https://longbridge.com/en/news/288155902.md) - [Interested in humanoid robot stocks? You might consider buying this humanoid robotics ETF](https://longbridge.com/en/news/288178589.md) - [ETF Edge on if ETFs are growing faster than the stocks they cover](https://longbridge.com/en/news/288334653.md) - [Barry Silbert-Linked Grayscale Set To Launch New Hyperliquid ETF Today—Here's What You Need To Know About HYPG](https://longbridge.com/en/news/288531527.md)