万亿资金抢筹！港股科技成四季度进攻王牌，内外资共振点燃行情

Group 1 - The core viewpoint is that the Hong Kong technology sector is becoming increasingly attractive to investors, positioning itself as a strong offensive choice for the fourth quarter [1] - Global AI capital expenditure cycle has begun, with international investment banks optimistic about Chinese technology assets, integrating them into the core of global capital reallocation [2] - Southbound funds have net bought over 1.2 trillion HKD this year, setting a historical high, while domestic institutions actively position themselves in undervalued areas, enhancing "domestic pricing power" [2] Group 2 - The convergence of domestic and foreign capital, along with the inherent growth momentum of the technology sector, indicates that the Hong Kong technology market is entering a rare window for investment [2] - There are specific ETFs available that cover the entire technology industry chain, such as the Hong Kong Stock Connect Technology ETF (159101), and focus on internet leaders like the Hang Seng Internet ETF (513330) [3]