Group 1 - The Hong Kong stock market opened slightly lower on May 13, with the Hang Seng Index down over 1% and the Hang Seng Tech Index down 0.70% [1] - The Hong Kong Tech 30 ETF (513160) initially rose over 1% but later decreased to a 0.45% increase, with a turnover rate exceeding 13% and transaction volume surpassing 1 billion [1] - Among the constituent stocks, UBTECH Robotics rose over 10%, with other stocks like Meitu, Kingsoft, and China Communications Services also experiencing gains [1] Group 2 - A comprehensive cooperation agreement was signed between Huawei and UBTECH Robotics on May 12, focusing on embodied intelligence and humanoid robots [2] - The collaboration aims to leverage Huawei's technological innovations and UBTECH's full-stack humanoid robot technology to enhance efficiency and application in industrial and household scenarios [2] - Zhaoyin International suggests that with recent external disturbances easing and positive earnings reports from overseas tech leaders, the risk appetite in the Hong Kong market is expected to improve, recommending focus on high-growth segments such as AI mobile upgrades, AI glasses, AI server upgrades, and accelerated smart driving penetration [2]
港股科技30ETF（513160）一度涨超1%，优必选涨超10%，机构：短期港股市场风险偏好有望提升