新消费“三姐妹”延续涨势，港股消费板块早盘走势积极，港股消费ETF（513230）持续上攻涨近1.5%

Group 1 - Hong Kong stock indices opened higher on June 5, with the Hang Seng Index rising by 0.74%, the Hang Seng China Enterprises Index up by 0.78%, and the Hang Seng Tech Index increasing by 0.97% [1] - Major technology stocks collectively rose, while Chinese brokerage stocks continued to strengthen, along with gains in the biopharmaceutical, rare earth, and food and beverage sectors [1] - The consumer sector in Hong Kong showed positive early trading, with the Hong Kong Consumer ETF (513230) rising nearly 1.5% [1] Group 2 - Tmall reported that during the first phase of the 618 shopping festival, categories like home appliances and digital devices saw a total transaction value increase of 283% compared to last year's Double 11, with over 3,000 brands doubling their sales year-on-year [1] - JD.com indicated that over 500 million consumers placed orders during its shopping season, with nearly 80,000 brands achieving a year-on-year sales increase, and live-streaming sales growing nearly fourfold [1] - Online retail has become a core driver of consumption upgrade, with a 7.7% growth in online retail sales from January to April, and digital product sales increasing by 8.4%, particularly smart robots and smart home systems growing by 87.6% and 16% respectively [1] Group 3 - The Hong Kong Consumer ETF (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which covers a balanced range of industries, unlike A-share consumption investments that focus primarily on liquor [2] - The index includes stocks from various sectors such as trendy toys and "Guzi economy" related companies, reflecting a higher proportion of new consumption in e-commerce, dining, tourism, entertainment, and national trend clothing [2] - The consumer sector in Hong Kong is expected to better reflect the recovery of consumption driven by strong consumption policies due to its higher representation of service and mass consumption [2]