关税贸易冲突缓解！港股消费ETF（159735）上涨翻红，实时成交额超4000万元排名同指数第一

Group 1 - The core viewpoint of the news is that the recent suspension or cancellation of tariffs between China and the US has significantly alleviated trade tensions, leading to potential stock price rebounds in Hong Kong's export and midstream manufacturing sectors [1] - The improvement in the policy environment is expected to boost risk appetite, making undervalued and policy-supported sectors like technology and consumer goods in Hong Kong attractive for investors [1] - The consumer sector in Hong Kong, particularly in areas like consumer electronics, home appliances, and automobiles, which have high export ratios, is likely to experience valuation recovery [1] Group 2 - The Hong Kong stock market saw a mixed performance on May 13, with significant gains in sectors such as automobiles, home appliances, blind boxes, food and beverages, and e-commerce [1] - Notable performers in the Hong Kong consumer index included companies like Leap Motor and Budweiser APAC, which saw stock increases of over 3%, while others like Smoore International and Yum China rose by over 2% [1] - The Hong Kong Consumer ETF (159735), which tracks the consumer index, has shown strong trading activity, with a transaction volume of 142 million yuan over the past 20 trading days, ranking first among its index [1] Group 3 - According to a report from Fangzheng Securities, the overall consumer sector is showing signs of recovery, with stable growth in the home appliance and retail sectors, while some fluctuations are noted in food and beverage and agriculture [2] - The home appliance and retail sectors are identified as having good investment opportunities, although potential risks in liquor and agricultural product prices should be monitored [2] - The consumer electronics sector, particularly smartphones, has demonstrated significant growth potential, with a year-on-year increase of 32.5% in shipments in March [2]