港股科技板块高开高走，恒生科技ETF易方达（513010）标的指数涨超1%

Core Viewpoint - The Hang Seng Tech Index has shown a positive trend, with significant gains in major tech stocks, indicating a potential upward movement in the Hong Kong stock market driven by technological advancements and favorable monetary policies [1] Group 1: Market Performance - As of 10:25, the Hang Seng Tech Index rose by 1.8%, with JD Health and Bilibili-W increasing by over 4%, and Alibaba-W rising by over 3% [1] - The Hang Seng Tech ETF (513010) has seen a strong inflow of funds, with over 3.6 billion yuan net inflow in the past month [1] Group 2: Future Outlook - According to China Merchants Securities, the Hong Kong stock market may continue to experience fluctuations in the absence of new positive factors, but marginally positive factors are expected to accumulate, potentially driving the market upward [1] - The robust development of China's tech industry, particularly in AI, and the ongoing expectations of interest rate cuts by the Federal Reserve are seen as beneficial for foreign capital inflow into Hong Kong stocks [1] Group 3: Valuation Insights - The Hang Seng Tech Index consists of the 30 largest stocks related to technology themes listed in Hong Kong, including major companies like Alibaba, Tencent, Meituan, and Kuaishou [1] - The current rolling price-to-earnings ratio of the index is at the 27.6% percentile since its launch in 2020, indicating noteworthy investment value [1]