降息落地遇回调，如何把握港股科技互联网新机遇？

Core Viewpoint - The Federal Reserve has officially announced a 25 basis point interest rate cut, aligning with market expectations, which may lead to a capital outflow from the U.S. to global high-value assets, particularly benefiting the Hong Kong stock market and its technology sector [1] Group 1: Interest Rate Cut Implications - The interest rate cut does not signify the end of the easing cycle, as the dot plot indicates two more rate cuts expected by 2025, suggesting ongoing downward pressure on rates will continue to support the Hong Kong stock market and its technology sector [2] - The current U.S. economic situation shows a weak labor market with relatively high inflation, leading the market to define this rate cut as "preemptive," contrasting with "rescue" cuts that occur during severe economic downturns [2] Group 2: Market Dynamics - Historically, preemptive rate cuts have led to positive outcomes for stock assets, with the Hong Kong market exhibiting greater elasticity, particularly in the technology sector, which is expected to have significant upside potential [2] Group 3: Investment Vehicles - The Hong Kong Stock Connect Technology ETF (159101) covers the entire technology industry chain, while the Hang Seng Internet ETF (513330) focuses on leading internet companies [3]