恒生科技指数转涨，机构建议积极把握恒科配置价值

Group 1 - The Hong Kong stock market showed mixed performance with the Hang Seng Technology Index turning positive, while tech stocks experienced varied movements and gold stocks saw a general increase [1] - The recent decline in the Hang Seng Technology Index ETF (513180) has narrowed, with leading stocks like BYD, Sunny Optical Technology, and Kingdee International showing gains, while NIO, SMIC, Bilibili, and Hua Hong fell [1] - Financial views suggest that the shift in the overseas Federal Reserve's stance and the ongoing increase in domestic liquidity indicate that the market outlook remains promising [1] Group 2 - The institution highlights that the DeepSeek-V3.1 supports domestic initiatives, emphasizing that domestic computing power is entering a major upward phase [2] - The Jackson Hole meeting indicated a shift towards looser overseas liquidity, which is expected to benefit the AI sector, particularly the leading stocks in the Hang Seng Technology Index [2] - The Hang Seng Technology Index is currently in a historically undervalued range, with a higher sensitivity to changes in the US-China interest rate differential, making it likely to benefit from a more accommodating overseas liquidity environment [2]