美股科技巨头资本支出大幅增加，或强化港股AI产业链的投资情绪

Group 1 - The core viewpoint of the news highlights a positive market reaction in Hong Kong stocks, driven by a significant monetary policy easing from the People's Bank of China, which includes a 0.5% reduction in the reserve requirement ratio and a 0.1% cut in policy interest rates, injecting approximately 1 trillion yuan into the market [1] - The Hang Seng Index opened up by 2.24% and the Hang Seng Tech Index rose by 2.72%, with leading stocks such as Tencent Music, BYD Electronics, JD Health, Trip.com, Li Auto, and Meituan showing notable gains [1] - The recent earnings reports from major US tech companies, including Microsoft, Google, Meta, and Amazon, indicate a significant increase in capital expenditures and a sustained optimistic outlook on AI demand, which is expected to enhance investment sentiment in Hong Kong's AI industry chain [1] Group 2 - The Hang Seng Tech Index ETF (513180) is leading in both scale and liquidity among its peers in the A-share market, supporting T+0 trading, and it combines hard technology and new consumption attributes [2] - The ETF represents core assets in China's AI sector, focusing on the upstream, midstream, and downstream of the AI industry chain, with potential "seven giants" including Alibaba, Tencent, Xiaomi, Meituan, SMIC, and Lenovo [2] - Over half of the ETF's weight is in discretionary consumption sectors such as e-commerce, automotive, home appliances, and travel, featuring companies like NIO, Xiaopeng Motors, Xiaomi, Lenovo, Trip.com, and leading home appliance brands like Haier and Midea [2]