港股科技ETF（513020）持续拉升，科技成长逻辑持续强化

Group 1 - The Hong Kong technology ETF (513020) experienced a strong opening and fluctuated positively, with an intraday increase of over 2.8%, indicating a favorable capital inflow and increased trading volume [1] - The release of the new version of DeepSeek, a representative of domestic large models, enhances inference efficiency and multimodal capabilities, reflecting the acceleration of AI application deployment and the growing investment expectations in chips and semiconductor equipment [2] - The current bull market trend for Hong Kong stocks is expected to continue, driven by the anticipated interest rate cuts by the Federal Reserve, which may alleviate the pressure on the Hong Kong dollar and attract incremental capital inflow [3] Group 2 - The Hong Kong technology ETF (513020) covers multiple sectors including internet, biomedicine, new energy vehicles, and chips, aiming to reflect the overall performance of core technology enterprises in the Hong Kong market, which have strong expansion capabilities both domestically and internationally [2] - The technology sector in Hong Kong is poised to benefit significantly from the accelerated implementation of AI applications, with the potential for continued growth in semiconductor, new energy vehicles, and artificial intelligence sectors, making it an attractive investment opportunity [3] - The combination of short-term capital-driven momentum and long-term industry improvement creates a compelling value proposition for investors, positioning the Hong Kong technology ETF as both a tactical tool for tracking the technology sector and a strategic investment target for the medium to long term [3]