CITIC Construction Investment: The Hang Seng Technology is currently in a value reassessment window after a deep adjustment
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CITIC Construction Investment pointed out that the Hang Seng TECH Index is currently in a value reassessment window after a deep adjustment, with extremely high safety margins and odds. The AI technology cycle will bring potential for valuation reshaping, and it is necessary to wait for the resonance of three catalysts: liquidity turning point, AI commercialization verification, and easing of the competitive landscape. The Hang Seng TECH ETF ChinaAMC (513180) traded over 700 million yuan, ranking first in its category
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