美联储10月降息或板上钉钉？恒生科技指数ETF（513180）或迎内外资共振

Group 1 - The Hong Kong stock market continues its upward trend, with the Hang Seng Tech Index rising over 2.5% in the afternoon session, driven by gains in tech and chip stocks [1] - Southbound capital has significantly increased its allocation to Hong Kong stocks, with a net purchase amount reaching HKD 12,125.78 million as of October 20 [1] - The expectation of a 25 basis point rate cut by the Federal Reserve in October is at 98.3%, which may lead to an influx of foreign capital into Hong Kong stocks, benefiting from the increased foreign investment [1] Group 2 - According to the October strategy report from China Merchants Securities, foreign capital and southbound funds continue to flow into the Hong Kong market, highlighting its valuation advantage [2] - The report anticipates two rate cuts by the Federal Reserve in Q4, with a continued trend of foreign capital inflow into the Hong Kong market, although the process may be complex [2] - The Hang Seng Tech Index ETF (513180) includes 30 leading tech stocks in Hong Kong, focusing on the AI industry chain, with companies like Alibaba, Tencent, Xiaomi, Meituan, and SMIC expected to be key players in China's tech sector [2]