上周“吸金”超2.7亿元，港股科技30ETF（513160）涨超2.1%，机构：科技板块相对优势会继续加强

Group 1 - The Hong Kong stock market showed strength on August 25, with the Hang Seng Tech Index rising over 2% [1] - The Hong Kong Tech 30 ETF (513160) increased by 2.12%, with a trading volume exceeding 230 million yuan and a turnover rate over 8% [1][2] - The ETF closely tracks the Hang Seng Hong Kong Stock Connect China Technology Index, which includes mainland companies engaged in technology business listed in Hong Kong [2] Group 2 - Major constituents such as Kingsoft Cloud, Meituan, SMIC, Alibaba-W, Lenovo Group, and ZTE saw gains of over 4% [2] - The Hong Kong Tech 30 ETF attracted over 270 million yuan in capital inflow over the last five trading days [2] - Federal Reserve Chairman Jerome Powell's speech on August 22 hinted at a potential interest rate cut in the coming months, despite rising inflation risks in the U.S. [2][3] Group 3 - Dongfang Securities maintains that the technology sector is a key investment theme, with a narrowing divergence in market views on this sector [3] - Bank of China International noted that Powell's remarks were interpreted as dovish, significantly increasing market expectations for a rate cut in September [3] - The dual easing phase, both domestically and internationally, is expected to benefit technology assets due to global liquidity shifts and domestic profit turning points [3]