政策红利+资金加持，恒生互联网ETF（159688）大涨2.76%，全球RWA数据产业大会即将举行

Group 1 - The Hang Seng Internet Technology Index rose by 2.64% on July 23, with the Hang Seng Internet ETF (159688) increasing by 2.76% and trading volume exceeding 150 million [1] - Major component stocks such as Yisou Technology, China Civil Aviation Information Network, Kuaishou-W, Baidu Group-SW, and Tencent Holdings saw significant gains, with Yisou Technology rising over 11% [1] - A global RWA data industry conference is scheduled for July 30 in Hong Kong, aimed at promoting the establishment of the "Hong Kong RWA Global Industry Alliance" and showcasing the latest experimental results in green finance and carbon credits [1] Group 2 - Southbound funds have been actively buying Hong Kong stocks, with net purchases reaching approximately 797.4 billion HKD this year, nearing last year's total of 808 billion HKD [2] - Southbound funds are becoming a key support force for the market, with a diversified allocation into information technology and communication services, while maintaining a core focus on financial stocks [2] - The outlook for the Hong Kong stock market remains positive, supported by the long-term undervaluation of the RMB and the appeal of Hong Kong stocks as core RMB assets [2] Group 3 - The initial DeepSeek market trend led to a revaluation of Chinese assets, which was interrupted by tariff disturbances in April, but since May, the revaluation has been driven by financial, consumer, and pharmaceutical sectors [3] - The Hang Seng Index has returned to 24,000 points, and while negative pressures are expected in the third quarter, recent marginal changes indicate that the pressure may be milder than anticipated [3] - The technology sector, comprising nearly one-third of the Hong Kong market, is highlighted as a key area for investors to focus on for potential revaluation opportunities [3]