机构称AI科技与新消费未来仍有较大空间，港股消费ETF（513230）现涨近1.5%

Core Viewpoint - The Hong Kong stock market is showing signs of recovery with the Hang Seng Index up by 0.12%, driven by a rise in consumer stocks as the National Day and Mid-Autumn Festival holidays approach, indicating a peak in domestic tourism consumption [1] Group 1: Market Performance - The three major indices in the Hong Kong stock market rebounded, with the Hang Seng Index increasing by 0.12%, the Hang Seng China Enterprises Index rising by 0.35%, and the Hang Seng Tech Index up by 0.62% [1] - The Hong Kong consumer sector is experiencing a notable increase, with the Hong Kong Consumer ETF (513230) rising nearly 1.5% [1] Group 2: Tourism Trends - The latest data from Mafengwo indicates a diversified demand for travel during the upcoming holidays, with a growing interest in autumn sightseeing, niche destinations, and a sustained trend in self-driving and outdoor activities [1] - The outbound long-distance travel market is showing significant recovery, and AI tools are becoming essential for trip planning, reflecting new trends in holiday tourism consumption [1] Group 3: Investment Opportunities - Longjiang Securities identifies three potential directions for the Hong Kong stock market to reach new highs: 1. AI technology and new consumption sectors have considerable growth potential, likely to drive market increases [1] 2. Continuous inflow of southbound capital into Hong Kong stocks, enhancing marginal pricing power, especially if domestic low-interest rates persist [1] 3. The transmission from broad monetary policy to broad credit, alongside potential US interest rate cuts improving global liquidity, could support further market growth [1] Group 4: Related ETFs - The Tourism ETF (562510) may benefit from the dual holiday effect of the Mid-Autumn Festival and National Day [2] - The Food and Beverage ETF (515170) offers a one-click investment in core assets of the "food and drink sector" [2] - The Consumption 30 ETF (510630) includes segments such as liquor, food, beauty care, and biotechnology [2] - The Hong Kong Consumer ETF (513230) aggregates leading internet consumption stocks in Hong Kong [2]