港股科技ETF（513020）涨超2.2%，科技板块受算力需求提振或延续高景气

Group 1 - The Hong Kong stock technology sector has recently shown active performance, with the easing of tariff disputes and the end of the earnings season enhancing the sensitivity of technology as a mainline to industrial catalysts, highlighting its allocation value [1] - AI applications remain a core driver, with enhanced controllability of multimodal models and the commercialization of AI short dramas approaching a critical point; the maturity of the agent landing paradigm is accelerating cost reduction and efficiency improvement for B2B and optimizing experiences for B2C [1] - The summer peak season is driving high prosperity in the film and television industry, with a continued resonance logic of supply and demand in box office, and an increase in supply of concerts and performances further strengthening the industry's beta [1] Group 2 - The gaming sector shows emerging opportunities after a pullback, with positive data on core products combined with the empowerment of AI technology, indicating clear structural opportunities in the industry [1] - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which is compiled by the Hang Seng Index Company, selecting listed companies in the technology sector within the Stock Connect range to reflect the overall performance of investable Hong Kong technology stocks [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link A (015739) and Link C (015740) [1]