连续8日“吸金”，港股通汽车ETF（159323）小幅回调蓄势，持仓股中主流车企多数下跌

Group 1 - The Hong Kong stock market opened slightly higher on June 6, with the Hang Seng Index up 0.14% and the Hang Seng Tech Index up 0.13%, but all three major indices turned negative shortly after opening [1] - The largest ETF in the A-share market, the Hang Seng Tech Index ETF (513180), followed the index and experienced a slight decline, with Kuaishou showing significant strength while NIO, Xpeng Motors, and Xiaomi Group led the declines [1] - The Hong Kong Stock Connect Automotive ETF (159323) experienced a slight pullback, with major holdings such as Xpeng Motors, Li Auto, BYD, and Geely Auto showing varying degrees of decline [1] Group 2 - According to Zhongtai Securities, the annual strategy for the automotive sector indicates that the market share of strong domestic brands is expected to increase by 8-14%, with 8-10 strong domestic manufacturers likely to see significant opportunities (over 50% increase) [1] - The report highlights the high degree of synergy between the automotive and robotics industries, predicting that 60-70% of mainstream listed automotive parts companies will engage in robotics, presenting investment opportunities driven by domestic and international policy resonance and industry acceleration [1] - The Hong Kong Stock Connect Automotive ETF (159323) has seen a net inflow of 40.94 million yuan over the past eight trading days, indicating strong investor interest in the automotive sector, which includes leading companies in the intelligent driving field [2] - The ETF's index focuses heavily on the Hong Kong automotive sector, with a leading proportion of passenger vehicles and a scarcity of new car manufacturers compared to A-shares; the top five weighted stocks account for nearly 65% of the index [2] - The index also covers the automotive parts sector and the automotive intelligence field, which are expected to benefit significantly from the dual technological waves of intelligent driving and robotics [2]