AI催化不断，百度涨超11%，恒生科技ETF基金(513260)、港股通科技30ETF(520980)双双涨近2%！机构看好港股科技龙头估值持续提升！

Group 1 - The Hong Kong stock market, particularly the technology sector, is experiencing a rebound with significant inflows and positive performance from key ETFs [1][3] - The Hang Seng Technology ETF (513260) has seen a nearly 2% increase, reaching a new high with a total scale exceeding 69 billion HKD, and has attracted over 1.1 billion HKD in the last 10 days [3][5] - Major tech stocks such as Baidu, SMIC, Alibaba, and Meituan have shown strong gains, with Baidu rising over 11% following a strategic partnership announcement with China Merchants Group [5][6] Group 2 - Southbound capital has been flowing into Hong Kong tech stocks, with Alibaba leading the net inflow at over 30.3 billion HKD in the past week [6][7] - The AI sector is catalyzing growth, with companies like Alibaba and Baidu utilizing self-designed chips for AI model training, indicating a shift towards domestic technology [8] - The outlook for the Hong Kong market remains positive, driven by liquidity and structural support from technology, non-ferrous metals, and non-bank sectors [9][10] Group 3 - The Hang Seng Technology Index is currently valued at about half of the Nasdaq, suggesting significant room for valuation recovery [15] - The market is expected to benefit from improved liquidity conditions, including anticipated interest rate cuts by the Federal Reserve and ongoing inflows from southbound capital [10][19] - The technology sector is identified as a primary focus for growth, with expectations for high growth driven by major internet companies and advancements in AI applications [15]