港股科技股集体走强，恒生科技ETF易方达（513010）、港股通互联网ETF（513040）标的指数大涨

Group 1 - The Hang Seng Technology Index rose by 4.2%, the CSI Hong Kong Stock Connect Internet Index increased by 3.9%, the Hang Seng Hong Kong Stock Connect New Economy Index went up by 3.3%, the CSI Hong Kong Stock Connect Consumer Theme Index climbed by 2.1%, and the CSI Hong Kong Stock Connect Medical and Health Comprehensive Index saw a slight increase of 0.1% [1] - According to Galaxy Securities, under the expectation of a Federal Reserve interest rate cut, foreign capital is showing a structural preference for the Chinese Hong Kong stock market, primarily focusing on technology, finance, and certain consumer and manufacturing sectors, with a particular emphasis on technology stocks, healthcare, and biotechnology [1] Group 2 - The Hang Seng New Economy Index consists of 50 stocks from the "new economy" sector within the Hong Kong Stock Connect, primarily including information technology, consumer discretionary, and healthcare industries [2] - The index has a rolling price-to-earnings ratio of 25.5 times and has seen a valuation percentile increase of 59.2% since its inception in 2018 [2] - The Hang Seng Technology Index is composed of 30 stocks highly related to technology, with over 90% of its weight in information technology and consumer discretionary sectors, and it has a rolling price-to-earnings ratio of 23.4 times, with a valuation percentile increase of 32.3% since its launch in 2020 [2] - The CSI Hong Kong Stock Connect Medical and Health Comprehensive Index includes 50 liquid and large-cap stocks in the healthcare sector, which accounts for over 90% of the index's weight, with a rolling price-to-earnings ratio of 31.6 times and a valuation percentile increase of 48.9% since its inception in 2017 [2] - The CSI Hong Kong Stock Connect Internet Index consists of 30 leading internet companies, primarily in information technology and consumer discretionary sectors, with a rolling price-to-earnings ratio of 25.2 times and a valuation percentile increase of 27.4% since its launch in 2021 [2]