降息预期、Al叙事同步强化！恒生科技ETF（513130）连续7个交易日获资金净流入

Group 1 - The Hong Kong stock market is experiencing volatility, but market liquidity remains strong, with the Hang Seng Tech ETF (513130) seeing a capital inflow of 2.676 billion yuan over the past seven trading days [1] - The current support for the Hong Kong tech sector is driven by two main factors: expectations of interest rate cuts and the strengthening narrative around AI [1] - The U.S. economic report indicates slower growth, with no signs of acceleration, leading to increased expectations for a rate cut by the Federal Reserve, which could benefit the interest-sensitive Hong Kong tech sector [1] Group 2 - The Hang Seng Tech ETF (513130) closely tracks the Hang Seng Tech Index, which includes 30 strong R&D internet and manufacturing tech companies, with top five constituents being Tencent, Alibaba, SMIC, NetEase, and Xiaomi [2] - As of September 3, 2025, the Hang Seng Tech ETF has a daily average trading volume of 5.3 billion yuan since August, and the index's price-to-earnings ratio stands at 21.76, below the historical average of 23.75% over the past five years [2] - The ETF was established on May 24, 2021, and is considered a liquid product that may benefit from the anticipated easing of liquidity and validation of AI-driven business models [2]