港股科技再度走强，关注港股科技ETF（513020）

Group 1 - The core viewpoint is that the Hong Kong technology sector is experiencing a resurgence due to improved factors affecting the profit outlook of tech companies, including regulatory discussions aimed at rational competition among major food delivery platforms and the approval of NVIDIA's chip sales to China [1][2] - Since the beginning of 2025, the Hong Kong stock market has been active, even leading global markets at times, with an average daily trading volume increasing by approximately 80% compared to the same period last year [1] - The Hang Seng Technology Index has seen a cumulative increase of 25.01%, significantly outperforming most broad-based indices in the A-share market [1] Group 2 - The current price-to-earnings (PE) ratio of the Hang Seng Technology Index is still only 21 times, indicating it is in a value trough [2] - There are signs of bottoming out in sectors such as e-commerce and local living services, while the automotive sector is expected to recover due to policy support [2] - If future earnings expectations are revised upward, combined with a recovery in market sentiment, the Hang Seng Technology Index may have further upward potential in the third quarter [2]