港股国庆日历效应显著！港股通科技ETF南方(159269)上涨1.4%，盘中获资金净申购！

Group 1 - The Hong Kong stock market opened higher, with the Hang Seng Technology Index rising over 1%, and the Southbound Technology ETF (159269) gaining 1.4%, with a net subscription of 28 million units since July 10, resulting in a cumulative increase of 22% [1] - AI applications are experiencing several catalysts, including the upcoming release of OpenAI's new Sora video generator, which will produce copyright-protected video content, and the launch of the DeepSeek-V3.2-Exp model, which has significantly reduced API pricing, enhancing algorithm breakthroughs and cost savings [1] - Historical data shows that the Hang Seng Index has an 86.7% probability of rising during long holidays, with a median increase of 2.1% [1] - Major Chinese companies are clarifying their AI strategies, and Everbright Securities reports that the overall profitability of the Hong Kong stock market is relatively strong, with scarce assets in internet, new consumption, and innovative pharmaceuticals, suggesting potential for continued upward movement in the market [1] Group 2 - The Southbound Technology ETF (159269) closely tracks the CSI Hong Kong Stock Connect Technology Index, covering key industries such as internet, automotive innovation, pharmaceuticals, and semiconductors, with a net inflow of over 1.297 billion yuan since July 25, leading to a 97.55% increase in shares over two months [2] - The management and custody fee rate for this ETF is among the lowest in its category at "0.3% + 0.05%" [2]