关注港股科技ETF（513020）投资机会，政策与流动性双驱动或提升景气度

Group 1 - The Hong Kong stock market is experiencing overall loose liquidity, with increased passive foreign capital inflow, leading to a positive outlook on internet assets supported by fundamentals and long-term AI narratives [1] - Opportunities in the gaming industry are emerging after a correction, with limited actual impact from tax issues on listed companies, while AI industry catalysts are expected to drive capital allocation [1] - The media sector's clear focus is on the rise of AI applications, while the underlying theme is the cultural confidence brought by content output, with optimism regarding the explosion of China's open-source large models and the reshaping of application patterns [1] Group 2 - The film industry is seeing an upward trend driven by key single releases, and progress in AI short dramas is rapid [1] - Leading companies in the education sector are approaching their earnings season, with attention on AI education layouts [1] - Overall, with the easing of tariff negotiations and good liquidity in the Hong Kong market, the technology sector is more sensitive to industrial catalysts [1] Group 3 - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which covers technology-related companies listed in Hong Kong that can be traded through the Stock Connect channel [1] - The index aims to reflect the overall performance of high-growth potential technology enterprises in the Hong Kong stock market, selecting securities from new economic fields such as information technology and biomedicine [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link C (015740) and Initiated Link A (015739) [1]