如何看待港股科技近日调整？龙头汇聚，多元布局厚植优势

Core Insights - The Hong Kong stock market has become a significant platform for China's technological innovation, covering high-growth sectors such as artificial intelligence, biomedicine, and semiconductors [1] - Major companies like Tencent and Alibaba are leading in AI model development and actively promoting technology to empower the real economy, with Tencent providing comprehensive AI solutions for the automotive industry [1] - The innovative drug sector in Hong Kong has attracted leading companies like BeiGene and Innovent Biologics, whose core products have entered the global market, presenting substantial growth potential [1] - The semiconductor sector is experiencing a cyclical recovery, with companies like SMIC and Sunny Optical maintaining a solid position in the global supply chain, benefiting from increased AI computing power demand and domestic substitution [1] - The diverse technological ecosystem offers investors a rich and resilient selection for allocation [1] Policy Environment - The technology industry is receiving unprecedented support from the government, with the "14th Five-Year Plan" placing technological innovation at its core [1] - Numerous policy documents, including the "Digital China Construction 2025 Action Plan," have been released to promote core technology breakthroughs and financial support [1] - High-level emphasis on innovation-driven development aims to optimize and upgrade industrial structures, providing a favorable development environment for tech companies and guiding market resources towards the tech sector [1] Market Outlook - Despite short-term adjustments, the Hong Kong stock market remains in a trend of oscillating upward, with a solid bottom [1] - Dongwu Securities anticipates that after the Federal Reserve's interest rate cuts, global funds will flow further into global stock markets, which are expected to continue reaching new highs [1] - In this context, the Hong Kong stock market is expected to rise further, with technology growth sectors being the primary beneficiaries [1] Investment Products - Hong Kong Stock Connect Technology ETF (159101) covers the entire technology industry chain [2] - Hang Seng Internet ETF (513330) focuses on leading internet companies [2]