港股通汽车ETF（159323）连续7日“吸金”，为何资金开始布局港股汽车板块？

Group 1 - The Hong Kong stock market saw a positive trend with the Hang Seng Technology Index rising over 1.5%, driven by stocks like Alibaba, which experienced a nearly 3% increase [1] - The Hong Kong Stock Connect automotive ETF (159323) faced a slight pullback, with major holdings such as Li Auto, Leapmotor, BYD, and Geely experiencing declines, while XPeng Motors saw a rise of over 1% [1] - Morgan Stanley's recent report highlights a shift in the Chinese automotive market from electric vehicles to autonomous driving as a new growth opportunity, emphasizing the increasing importance of AI in this transition [1] Group 2 - The report indicates that China's initiatives in AI for Advanced Driver Assistance Systems (ADAS) and robotics may enhance the competitiveness of automotive manufacturers [2] - The penetration rate of L2/L2+ level driving assistance systems in China is currently at 14% and is expected to grow rapidly, potentially reaching 40% within two years [2] - The Hong Kong Stock Connect automotive ETF (159323) has attracted a net inflow of 37.2 million yuan over the past seven trading days, reflecting investor interest in the automotive sector, particularly in companies with a competitive edge in intelligent driving [2]