关税缓和信号下，哪些板块有望受益？机构称关注恒生科技与出口景气板块

Group 1 - The Hong Kong stock market opened lower on May 13, with the Hang Seng Index down 0.23% at 23,494.44 points, and the Hang Seng Tech Index falling 0.29% [1] - The technology sector showed mixed performance, with robotics stocks rising collectively, and companies like UBTECH Robotics opening nearly 15% higher [1] - The Hang Seng Tech Index experienced volatility, dropping over 2% at one point, with major declines from stocks such as BYD Electronics, Meituan, NIO, Sunny Optical Technology, NetEase, and XPeng Motors [1] Group 2 - The recent joint statement from the US-China Geneva trade talks indicates a preliminary easing of trade tensions since April, potentially boosting risk appetite in the short term [2] - The temporary withdrawal of high tariffs may benefit previously suppressed export chains and technology leaders, particularly those affected by US-China geopolitical relations, with a potential valuation rebound for Hang Seng Tech constituents [2] - The Hang Seng Tech Index ETF (513180) is leading in both scale and liquidity among its peers listed in A-shares, supporting T+0 trading, and includes core AI assets and technology leaders that are relatively scarce compared to A-shares [2]