港股科技冲击9连阳！港股科技ETF（513020）盘中涨超2%，近10日净流入超2.6亿元，机构：港股具备走强预期

Core Viewpoint - The Hong Kong stock market has shown strong performance since September, driven by improvements in both internal and external liquidity, with expectations of interest rate cuts by the Federal Reserve boosting market sentiment [1] Group 1: Market Performance - The weak U.S. employment data and moderate inflation have led to increased expectations for Federal Reserve rate cuts, resulting in a decline in the U.S. dollar index and U.S. Treasury yields [1] - The Hong Kong dollar exchange rate has stabilized, and HIBOR rates have decreased, contributing to a favorable market environment [1] Group 2: Sector Focus - The end of the mid-year earnings season has alleviated concerns regarding internet sector leaders, allowing for a more positive outlook [1] - The technology sector is recommended for short-term investment, particularly in the context of AI narratives and the exhaustion of short-term negative factors [1] Group 3: Investment Products - The Hong Kong Stock Connect Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which selects up to 50 quality companies from the technology sector listed within the Stock Connect range [1] - This index covers multiple sub-sectors, including Internet, biomedicine, and new energy vehicles, reflecting the overall performance of core technology enterprises in the Hong Kong market [1] - Investors without stock accounts can consider the Cathay CSI Hong Kong Stock Connect Technology ETF Initiated Link A (015739) and Link C (015740) [1]