港股科技股快速拉升，3900万资金早盘逆势涌入港股科技50ETF（159750）

Group 1 - Hong Kong technology stocks showed a quick recovery after a low opening, with companies like Xpeng Motors, Hua Hong Semiconductor, and GDS Holdings rising over 2%, while Alibaba, Baidu, and NetEase saw their declines narrow [1] - The Hong Kong Technology 50 ETF (159750) fell by 0.25%, with a trading volume exceeding 46 million HKD, indicating increased market activity [1] - In the early trading session, there was a net inflow of approximately 39 million HKD, contributing to a total net inflow of 287 million HKD over the past 10 trading days [1] Group 2 - Xiaomi Group held its annual presentation and autumn product launch, highlighting the release of the Xiaomi 17 series smartphones and improvements in the delivery cycle for Xiaomi cars [5][6] - The Xiaomi 17 standard version features Qualcomm's fifth-generation Snapdragon 8 platform, representing the highest level in the Android ecosystem [4] - CEO Lei Jun announced that the delivery cycle for some car models could be shortened by up to 6 weeks, with weekly delivery volumes increasing from 7,000 units in July to 10,000-12,000 units in August [5] Group 3 - Southbound funds showed strong interest in Chinese "hard technology" assets, with net purchases exceeding 11 billion HKD, particularly in technology stocks like Alibaba and Tencent [6] - According to statistics, Alibaba-W saw a net purchase of over 4.6 billion HKD, while Tencent Holdings and SMIC also ranked high in net buying [7] - Longjiang Securities expressed optimism about the Hong Kong stock market, highlighting three key areas for future growth: AI technology, new consumption, and the impact of continuous capital inflows [8]