港股调整，南向资金逆势加仓，关注恒生ETF易方达（513210）、H股ETF（510900）等产品布局机会

Market Overview - The Hong Kong stock market experienced a correction today, with total trading volume nearing HKD 320 billion [1] - Southbound funds continued to increase their positions, with a net purchase of HKD 11.71 billion during the day [1] - The Hang Seng Index fell by 1.4%, the Hang Seng China Enterprises Index decreased by 1.2%, and the CSI Hong Kong Stock Connect China 100 Index dropped by 1.1% [1] ETF Performance - The Hang Seng ETF (E Fund) tracks the Hang Seng Index, which consists of large-cap, actively traded stocks with strong industry representation, covering nearly 80% of the financial, consumer discretionary, and information technology sectors. The index declined by 1.4% with a rolling P/E ratio of 11.5 times, representing a valuation percentile of 52.2% since 2002 [2] - The HAGETF tracks the Hang Seng China Enterprises Index, composed of 50 large-cap, actively traded stocks from mainland China listed in Hong Kong. The index fell by 1.2% with a rolling P/E ratio of 10.5 times, indicating a valuation percentile of 64.1% since 2002 [2] - The Hong Kong Stock Connect 100 ETF tracks the CSI Hong Kong Stock Connect China 100 Index, which includes 100 large-cap, actively traded mainland Chinese companies within the Stock Connect framework. The index decreased by 1.1% with a rolling P/E ratio of 11.0 times, reflecting a valuation percentile of 91.2% since 2020 [2]