贸易谈判超预期，科技股“起舞” 港股科技ETF（513020）涨超1.2%

Core Insights - The Hong Kong technology sector has gained significant attention recently, particularly due to substantial progress in trade negotiations, leading to notable stock performance in companies like Meituan, JD Health, and Leap Motor [1] - Historically, May and June are strong months for the technology sector, driven by increased market risk appetite and important industry conferences, which have collectively contributed to the rise in tech stocks [1] - The Hong Kong technology index is currently at a historical low in terms of price-to-earnings ratio, making it more attractive compared to the Nasdaq Composite Index [1] Investment Opportunities - The Hong Kong Technology ETF (513020) tracks the CSI Hong Kong Stock Connect Technology Index, which selects 50 large-cap, high R&D investment, and high revenue growth technology companies from the Hong Kong Stock Connect universe [1] - Key holdings in the ETF include Xiaomi Group-W, Meituan-W, BYD Company, Tencent Holdings, and BeiGene, all of which are expected to benefit significantly from the commercialization of AI technology [1] - The current market environment positions the Hong Kong Technology ETF as a low-valuation, high-elasticity investment tool, effectively capturing the upward potential of the technology sector [1]