港股AI短线回调，B站逆市涨逾5%！百亿港股互联网ETF（513770）退守60日线，近4日吸金5.4亿元

Group 1 - The core viewpoint of the articles indicates that the Hong Kong stock market is experiencing a short-term correction, with mixed performance among tech giants, while the AI narrative continues to drive interest in the sector [1][3] - The Hong Kong Internet ETF (513770) has seen significant inflows, accumulating a total of 5.47 billion yuan over four consecutive days, indicating strong investor interest [1][4] - The recent U.S.-China trade discussions have led to improved liquidity in the Hong Kong market, with expectations of a Federal Reserve rate cut, which is anticipated to further support market performance [3][6] Group 2 - The "14th Five-Year Plan" emphasizes technological self-reliance and innovation, positioning technology as a core driver of development, which is expected to benefit leading internet companies [3][4] - Major holdings in the Hong Kong Internet ETF include Alibaba (19.22%), Tencent (16.46%), and Xiaomi (10.41%), collectively representing over 73% of the top ten holdings, highlighting the dominance of these companies in the sector [4][6] - The current price-to-earnings (PE) ratio of the Hong Kong Internet ETF is 23.69, which is lower than both U.S. and A-share tech valuations, suggesting potential for growth as the market recovers [6][7]