大成恒生科技ETF(159740.SZ)反弹上涨1.39%，最新份额突破200亿份大关！降息预期连续升温，港股市场流动性有望持续受益

Group 1 - The Hang Seng Technology ETF (159740) has seen a 1.39% increase, with active market trading and a turnover rate of nearly 30% yesterday, continuing with a turnover rate exceeding 5% today, and a transaction volume of 5.90 billion yuan, with a net subscription of 3.50 billion units [1] - As of October 14, the latest share count of the Hang Seng Technology ETF (159740) has surpassed 20 billion, reaching 20.027 billion units, marking a new high since its inception, with a significant growth of 1.436 billion yuan in the past month [1] - In terms of net capital inflow, the Hang Seng Technology ETF (159740) has seen over 1.3 billion yuan in net inflows over the past two days, accumulating a total of 1.733 billion yuan in net inflows over the last eight days [1] Group 2 - Federal Reserve Chairman Jerome Powell indicated that the government shutdown has weakened the Fed's grasp on economic conditions, but the employment and inflation outlook appears largely unchanged, with a noted increase in downside risks to employment [2] - The probability of a 25 basis point rate cut by the Fed in the October meeting has risen to 97.8%, while the probability of maintaining the current rate is only 2.2%, indicating growing investor expectations for consecutive rate cuts [2] - Changjiang Securities believes that the impact of trade frictions on the Hong Kong stock market will be limited in the long term, suggesting that any pullback may present an opportunity for increased allocation, benefiting from the Fed's anticipated rate cut cycle [2]