指数冲击三连阳，恒生科技ETF易方达（513010）、港股通互联网ETF（513040）连续获资金加仓

Core Viewpoint - The Hong Kong technology and internet sectors continue to strengthen, with the Hang Seng Technology Index rising by 1.5% and the CSI Hong Kong Internet Index increasing by 1.4%, indicating a potential for a three-day rally [1] Group 1: Market Performance - As of the last Friday, the Hang Seng Technology ETF (513010) and the Hong Kong Internet ETF (513040) saw net inflows of 3.1 billion and 2.5 billion respectively over the past month [1] - Alibaba-W shares increased by over 3%, while Tencent Holdings rose by over 2% [1] Group 2: Valuation Insights - The valuation of the Hong Kong internet sector is currently below its three-year average, and it is positioned at a lower level within the global AI asset landscape [1] - The rolling price-to-earnings ratios for both the Hang Seng Technology Index and the CSI Hong Kong Internet Index are below 25 times, standing at the 31.7% and 26.6% percentiles since the indices were launched [1] Group 3: Investment Opportunities - Factors such as global monetary easing, the development of the AI industry, and stable domestic economic expectations are favorable for the Hong Kong internet sector in the medium term [1] - Investors can conveniently access the Hong Kong technology and internet sectors through products tracking the Hang Seng Technology ETF (513010) and the Hong Kong Internet ETF (513040) [1]