机构称“TACO”交易或重现，恒生科技指数ETF（513180）午后持续下挫

Group 1 - The Hang Seng Technology Index experienced a decline of over 3.5%, with tech stocks and pharmaceutical shares broadly falling, while the rare earth sector saw significant gains [1] - The Hang Seng Technology Index ETF (513180) mirrored the index's downturn, with most holdings declining, except for a few like Kingsoft, Hua Hong Semiconductor, and SMIC which saw increases [1] - Recent external disturbances may lead to short-term emotional impacts on the market, but there is considerable expectation regarding TACO transactions, with analysts suggesting that the current tariff issues are more political posturing than substantive policy changes [1] Group 2 - As of October 10, the latest valuation (PETTM) of the Hang Seng Technology Index ETF (513180) was 23.82 times, which is approximately 34.04% below its historical average, indicating it remains in a relatively undervalued range [2] - The ETF's characteristics of high elasticity and growth potential suggest it has significant upward momentum, making it an attractive option for investors without a Hong Kong Stock Connect account to access core Chinese AI assets [2]