降息落地，港股科技板块未来将如何演绎？

Group 1 - The core viewpoint is that the recent interest rate cut does not signify the end of rate cuts, as the median forecast indicates two more cuts in 2025, which will continue to support the Hong Kong stock market and its technology sector [1] - The current economic situation in the U.S. shows a weak job market but relatively high inflation, leading the market to define this rate cut as a "preemptive cut," which is different from a "rescue cut" that occurs in deep economic downturns [1] - Historically, preemptive rate cuts have been beneficial for stock assets, with the Hong Kong stock market showing greater elasticity, particularly in the technology sector, which is expected to have significant upside potential [1] Group 2 - The influx of foreign capital is a significant driver for the Hong Kong technology sector, alongside strong internal drivers such as the cooling competition in industries like food delivery and automotive [1] - The narrative surrounding AI has become a central focus for the market, providing a solid foundation for the future growth of the Hong Kong technology sector [1] - Relevant ETFs include the Hong Kong Stock Connect Technology ETF (159101), which covers the entire technology industry chain, and the Hang Seng Internet ETF (513330), which focuses on leading internet companies [1]