中国资产爆发！美联储重磅数据发布，特朗普再催降息，港股互联网ETF（513770）续涨近2%

Market Performance - The Nasdaq China Golden Dragon Index surged by 2.76%, reaching a nearly three-month high [1] - Hong Kong stocks continued to rise, with the Hang Seng Index and Hang Seng Tech Index increasing by 0.46% and 0.89% respectively [1] - Major tech stocks led the gains, with Alibaba-W rising nearly 2%, Kuaishou-W and Meituan-W up over 1% [1] ETF and Investment Trends - The Hong Kong Internet ETF (513770) saw a continuation of strong performance, rising by 1.81% after a previous gain of over 3% [2] - The ETF has attracted significant capital inflow, accumulating a total of 1.174 billion yuan over ten consecutive days [8] - The ETF heavily invests in major players like Alibaba, Tencent, and Xiaomi, with a combined weight of 61.06% [10] Economic Indicators - The U.S. Labor Department reported a 0.2% increase in the Consumer Price Index (CPI) for June, with a year-on-year rise of 2.9%, remaining below expectations for five consecutive months [4] - Market sentiment is leaning towards the Federal Reserve starting to cut interest rates in September, with a probability exceeding 60% [7] Industry Outlook - Analysts express optimism regarding Hong Kong's internet sector, noting it is currently undervalued and should be closely monitored for capital expenditures and developments in cloud and AI-related businesses [7] - Despite concerns over high delivery subsidies affecting profits, analysts believe that the adjustment phase for internet tech companies presents good opportunities, with AI expected to drive industry growth [7] - The Hong Kong internet sector is entering a favorable allocation period, characterized as "offensive and defensive" assets [7]