重要会谈新进展，恒科大幅高开！恒生科技ETF基金(513260)猛涨2%！机构：政策环境改善，资金流入边际增加

Core Viewpoint - The Hong Kong stock market is experiencing positive momentum, driven by favorable international conditions and significant inflows into the Hang Seng Tech ETF, which has seen a rise of over 2% and a trading volume exceeding 300 million yuan shortly after opening [1][4]. Group 1: Market Performance - The Hang Seng Tech ETF (513260) has a premium rate that reached 0.15% during trading, with a net inflow of over 2.9 billion yuan in the last 60 days, bringing its total fund size to over 4.3 billion yuan [1][4]. - Key stocks within the Hang Seng Tech ETF saw notable gains, including XPeng Motors up over 5%, BYD Electronics and Sunny Optical Technology up over 4%, and JD Group up over 2% [4]. Group 2: Economic and Policy Context - High-level economic talks held in Geneva from May 10 to 11 resulted in constructive discussions and agreements to establish a trade negotiation mechanism, with a joint statement expected on May 12 [4]. - Recent financial policy announcements have positively influenced market sentiment, particularly in the technology and consumer sectors, as part of a broader strategy to stabilize the market and economy [5][6]. Group 3: Investment Recommendations - Analysts suggest focusing on sectors supported by policy measures, particularly technology and consumer stocks, as well as dividend-paying stocks with stable first-quarter performances [6][7]. - The Hang Seng Tech ETF is highlighted as an attractive investment opportunity due to its low management fee of 0.15%, making it the lowest in the market for similar ETFs [7].