恒生科技指数午后跌幅收窄，机构称科技震荡中趋势仍然可期

Group 1 - The core viewpoint indicates that the performance of Hong Kong stocks, particularly the Hang Seng Technology Index, is influenced by the economic environment and fundamental changes, with a focus on sectors like AI technology and consumer electronics [1][2] - The Hang Seng Technology Index ETF (513180) experienced fluctuations, with notable gains in stocks like Sunny Optical Technology and SMIC, while companies like Meituan and JD.com faced declines [1] - The influx of foreign capital into Chinese assets is still in its early stages, with significant inflows expected only after clear signals of economic improvement [1][2] Group 2 - Long-term trends in the technology sector remain promising despite recent volatility, with the market interpreting the Federal Reserve's recent meeting as relatively hawkish [2] - The potential for a rebound in the Hang Seng Technology Index is supported by the ongoing AI narrative and the anticipated continued inflow of southbound capital following the Fed's interest rate cuts [2] - Investors without access to the Hong Kong Stock Connect may consider the Hang Seng Technology Index ETF (513180) as a means to invest in core Chinese AI assets [2]