港股午后跳水，恒生科技指数ETF（513180）跌超2%

Core Viewpoint - The Hong Kong stock market experienced a significant decline, with the Hang Seng Technology Index dropping by 1%. The largest ETF tracking this index also followed suit, indicating a broader market trend influenced by key technology stocks [1][2]. Group 1: Market Performance - The Hang Seng Technology Index saw a decline, with the largest ETF (513180) dropping over 2% at one point. Key stocks like Xpeng Motors, Meituan, Midea Group, NIO, and Tencent Holdings showed gains, while Sunny Optical Technology, Tencent Music, and Trip.com Group faced losses [1]. - As of October 28, the valuation of the Hang Seng Technology Index ETF (513180) was at 23.44 times P/E, which is below the historical average for approximately 70% of the time since the index's inception [2]. Group 2: Industry Outlook - The "AI+" initiative is expected to be a major focus during the 14th Five-Year Plan, with anticipated acceleration in applications. Key areas of interest include EDA tools and industrial software, which are expected to see increased demand [1][2]. - The agency emphasizes several main lines for investment, including AI computing infrastructure, AI agents in industrial and financial sectors, and green low-carbon technologies. Additionally, sectors with low domestic production rates, such as EDA and industrial software, are highlighted for potential growth [2]. - Emerging technologies like quantum technology, brain-computer interfaces, and sixth-generation mobile communications are projected to become new economic growth points [1].