关注港股科技ETF（513020）投资机会，政策与流动性双驱动下的板块机遇

Group 1 - The Hong Kong stock market is experiencing overall liquidity easing, with increased passive foreign capital inflow, leading to a positive outlook on internet assets supported by fundamentals and long-term AI narratives [1] - Kuaishou's main business remains stable with significant AI progress, boasting over 45 million users [1] - Alibaba is showing upward elasticity driven by AI industry trends, with its open-source large model winning multiple global championships and API call volume surpassing 100 billion tokens [1] Group 2 - The gaming industry is presenting opportunities after a correction, with limited impact from tax issues on actual operations, and AI industry catalysts expected to attract investment [1] - The media sector is seeing a rise in AI applications and cultural confidence from content output, with optimism for the explosion of China's open-source large models and the gradual advancement of public cloud value and B2B, B2C scenarios [1] - The film industry is experiencing upward momentum driven by key single releases, with rapid progress in AI short dramas [1] Group 3 - The education sector's leading companies are approaching earnings season, with a focus on AI education layouts [1] - Overall, with the easing of tariff disputes and favorable liquidity in the Hong Kong stock market, the technology sector is more sensitive to industrial catalysts [1]