港股消费主题表现亮眼，港股消费ETF（159735）涨逾1.5%创近5个月新高，连续6周实现资金净流入

Core Viewpoint - The Hong Kong stock market opened significantly higher, with the Hang Seng Index rising over 1%, driven by strong performance in consumer-related stocks, indicating a positive market sentiment and potential investment opportunities in the consumer sector [1] Group 1: Market Performance - The Hang Seng Index increased by more than 1%, with notable gains in Alibaba-W (approximately 7%), Tencent Holdings, XPeng Motors-W, Kuaishou-W, Li Auto-W, and Haier Smart Home, all rising over 2% [1] - The Hong Kong Consumer ETF (159735) rose over 1.5%, reaching a nearly five-month high in its secondary market price [1] - The Consumer ETF has seen continuous net inflows for six weeks, with the latest share count reaching 982 million, marking a historical high [1] Group 2: Economic Policies and Outlook - Current nationwide fertility stimulus policies are accelerating, with significant signals from central finance expected to encourage local governments to follow suit, which may help bolster consumer confidence [1] - The outlook for the Hong Kong stock market remains optimistic, with data indicating improved mid-year earnings and the highest earnings forecast rate in three years, suggesting that the profitability of "new economy" stocks in Hong Kong may improve ahead of A-shares [1] Group 3: ETF Details - The Hong Kong Consumer ETF (159735) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which selects 50 consumer-related securities with good liquidity and large market capitalization from the Hong Kong Stock Connect universe [1] - This index aims to reflect the overall performance of consumer-related listed companies within the Hong Kong Stock Connect [1] - Investors can utilize the Hong Kong Consumer ETF (159735) to gain exposure to upward opportunities in the Hong Kong consumer sector [1]