积极拥抱互联网科技及新兴消费两条主线，关注恒生科技指数ETF（513180）、港股消费ETF（513230）布局机会

Core Viewpoint - The Hong Kong stock market showed a strong rebound, with major indices rising significantly, driven by large technology stocks and positive consumer trends from the recent "Double 11" promotional event on Douyin [1] Group 1: Market Performance - On October 21, the Hang Seng Index rose by 1.17%, surpassing 26,000 points, while the Hang Seng China Enterprises Index increased by 1.35% and the Hang Seng Tech Index gained 1.84% [1] - Large technology stocks continued their upward trend from the previous day, with notable performances from popular ETFs, including a nearly 1.5% increase in the Hong Kong Consumer ETF (513230) [1] Group 2: Consumer Trends - Douyin e-commerce reported that from October 9 to 14, over 30,000 apparel merchants achieved a 300% year-on-year increase in sales through live streaming, and the number of apparel merchants with sales exceeding 10 million yuan rose by 200% year-on-year [1] Group 3: Investment Opportunities - Huaxi Securities suggests that the "AI+" logic is catalyzing the optimization of Hong Kong stock valuations, with new industry leaders stabilizing under changing consumer dynamics [1] - Beneficiary stocks in the internet and technology sector include Alibaba, Tencent, Kuaishou, and Meituan, which are embracing AI and increasing capital expenditures [1] - In the domestic consumption sector, promising stocks include Mijue Group, Laopu Gold, Pop Mart, Tongcheng Travel, and Trip.com, which are positioned well due to strong industry growth drivers and solid fundamentals [1]