医药股强势上涨，港股科技ETF（513020）涨超1.3%，网罗港股互联网+医药+硬科技龙头

Core Viewpoint - The Hong Kong stock market, particularly the technology sector, is experiencing a rebound driven by domestic economic recovery and improved overseas liquidity [2]. Group 1: Domestic Factors - The domestic economy is expected to continue recovering due to a loose monetary policy and expectations of policy easing, supported by recent announcements from the central bank and regulatory bodies regarding interest rate cuts [2]. - The emphasis on cultivating new productive forces in policies is likely to activate the "internal growth momentum" of Hong Kong's technology sector [2]. Group 2: Overseas Factors - Traders anticipate 2-3 potential interest rate cuts by the Federal Reserve this year, which could enhance overseas liquidity and benefit capital inflow into Hong Kong stocks [2]. - The easing of US-China tariff policies has improved risk appetite in capital markets, further supporting the strength of Hong Kong technology stocks [2]. Group 3: Sector Performance - The technology sector in Hong Kong is benefiting from high demand in AI computing power and applications, with notable performance in areas such as smart driving and industrial intelligence [2]. - The Hong Kong Technology ETF (513020) tracks the CSI Hong Kong Stock Connect Technology Index, which includes key sectors like internet, new energy vehicles, and biomedicine, representing the overall investment value of Chinese technology assets [2]. Group 4: Investment Opportunities - Investors without stock accounts can access Hong Kong technology investment opportunities through the connecting fund (015740) of the Hong Kong Technology ETF [3].