港股科技反弹！腾讯大涨近3%，港股通科技30ETF(520980)涨超1%，单日大举揽金超2亿元！AI大模型迭代加速，南下资金年度流入规模创新高！

Core Viewpoint - The Hong Kong stock market is experiencing a rebound, with the Hang Seng Index and Hang Seng Tech Index showing strong performance, particularly in the technology sector, which is attracting significant capital inflow [1][8]. Group 1: Market Performance - The Hong Kong stock market saw a recovery today, with both the Hang Seng Index and Hang Seng Tech Index turning positive after a period of decline [1]. - The Hong Kong Stock Connect Technology 30 ETF (520980) rose by 1.19%, with trading volume exceeding 350 million yuan, marking a significant capital inflow of over 2 billion yuan in the previous trading day [1]. - The Technology 30 ETF has recorded a net inflow of over 1.3 billion yuan over the past 15 days, reaching a new high in total assets of over 2.2 billion yuan as of August 1 [1]. Group 2: Sector Performance - The majority of the underlying indices for the Hong Kong Stock Connect Technology 30 ETF showed positive performance, with notable gains from companies such as UBTECH (over 10%), Hua Hong Semiconductor (over 8%), and Lenovo Group (over 5%) [3]. - The ETF's top ten constituent stocks account for a significant portion of its weight, with leading companies like Tencent Holdings and Xiaomi Group also showing positive movements [4]. Group 3: Investment Insights - According to a report from Founder Securities, the current valuation of the Hang Seng Tech Index is at a historical low, with a PE ratio of 21.5, placing it in the 19.5% percentile since 2016 [4]. - The cumulative inflow of southbound funds into the Hong Kong market has reached 808.3 billion yuan by the end of July, significantly surpassing levels from previous years [5]. - The overall liquidity environment is favorable, with expectations for continued inflows, which could further enhance the performance of the Hong Kong stock market [8].