港股互联网概念股走强，恒生互联网相关ETF涨超4%

Group 1 - The Hong Kong internet sector stocks have shown strong performance, with Baidu Group-SW rising over 18%, SenseTime-W increasing over 14%, and JD Group-SW, Alibaba-W, and Meituan-W each gaining over 5% [1] - The Hang Seng internet-related ETFs have also seen a rise of over 4% [1] Group 2 - Institutions indicate that with marginal improvements in macro expectations and favorable policies, the risk appetite in the Hong Kong equity market continues to rise, suggesting a potential systematic recovery in the internet sector [2] - Factors such as expectations of interest rate cuts by the Federal Reserve provide further downward space for the US dollar index, indicating improved global financial conditions [2] - This environment enhances the attractiveness of the Hong Kong market to foreign capital, particularly with the potential for further appreciation of Asian currencies, especially the Renminbi [2]