港股科技板块爆发，恒生科技指数涨超3%，关注恒生科技ETF易方达（513010）等产品配置价值

Core Viewpoint - The Hong Kong technology sector is experiencing a significant rally, with the Hang Seng Technology Index rising by 3.4% and surpassing the 6200-point mark, driven by strong performances from major companies like Baidu and NIO [1] Group 1: Market Performance - The Hang Seng Technology Index has shown a strong upward trend, achieving a four-day winning streak [1] - Baidu Group-SW has surged over 13%, while NIO-SW has increased by more than 9%, and JD Group-SW and Meituan-W have both risen over 5% [1] - The trading volume of the Hang Seng Technology ETF (513010) exceeded 800 million yuan during the session [1] Group 2: Strategic Developments - Baidu Group has signed a strategic cooperation framework agreement with China Merchants Group, focusing on advanced AI technologies such as large models and cloud computing [1] - The collaboration aims to enhance industrial intelligence upgrades in various sectors, including technology innovation, transportation logistics, comprehensive finance, and real estate [1] Group 3: Investment Insights - Analysts suggest that the Hong Kong technology sector, which includes self-developed chips and AI infrastructure, is significantly undervalued compared to overseas peers [1] - As the iteration of large models accelerates and application penetration increases, the AI-related revenue scale and valuation system within the sector are expected to undergo a systematic revaluation, presenting medium to long-term strategic investment opportunities [1] - The current rolling price-to-earnings ratio of the Hang Seng Technology Index is at the 32nd percentile since its launch in 2020 [1] - The Hang Seng Technology ETF (513010) has seen net inflows for 15 consecutive trading days, reaching a product scale of 19.2 billion yuan, a record high since its inception [1]