一键打包互联网电商+潮玩IP龙头，聚焦港股消费ETF（513230）布局通道

Group 1 - The Hong Kong stock market opened lower and experienced fluctuations, with the Hong Kong consumption sector showing weak sentiment, leading to a nearly 1% decline in the Hong Kong Consumption ETF (513230) [1] - Tmall reported that during the first phase of the 618 shopping festival, categories like home appliances and digital products 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 5 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 4 times [1] Group 2 - The Hong Kong Consumption ETF (513230) tracks the CSI Hong Kong Stock Connect Consumption Theme Index, encompassing various sectors including trendy toys and internet e-commerce leaders like Alibaba, Tencent, and Meituan, highlighting the strong technology and consumption attributes [2] - The consumption sector in Hong Kong is increasingly represented by new consumption types such as e-commerce, dining, tourism, and cultural media, which may better reflect the recovery in consumer sentiment driven by recent consumption-boosting policies [2] Group 3 - As of June 11, the stock price of Pop Mart, a component of the Hong Kong Consumption ETF (513230), reached a new historical high with a market capitalization of HKD 362.3 billion [1] - Jianyin International reported confidence in Pop Mart achieving a 72% revenue increase and a 90% profit increase for the current fiscal year, raising its target price from HKD 256 to HKD 288 while maintaining an "outperform" rating [1] - Morgan Stanley raised its target price for Pop Mart by 35% from HKD 224 to HKD 302, maintaining an "overweight" rating, citing the combination of diverse intellectual property and operational capabilities as a driver for sustainable growth [1]