港股科技板块中长期向好，港股科技30ETF（513160）连续4个月实现资金净流入，累计吸金逾40亿元

Core Viewpoint - The Hong Kong stock market showed a positive trend with technology stocks leading the gains, indicating a potential recovery in the market driven by strong capital inflows and improving fundamentals [1] Group 1: Market Performance - The Hong Kong stock market opened lower but rebounded, with the technology sector showing significant gains, including Hua Hong Semiconductor and SMIC rising over 3% [1] - The Hong Kong Technology 30 ETF (513160) experienced a quick recovery after a low opening, reflecting investor confidence [1] Group 2: Capital Inflows - As of November 3, southbound capital has seen a cumulative net inflow of 11,740.7 billion yuan this year, demonstrating strong interest in the Hong Kong stock market [1] - The Hong Kong Technology 30 ETF (513160) has recorded net inflows for four consecutive months, accumulating over 4 billion yuan [1] Group 3: Future Outlook - Analysts suggest that the combination of improving fundamental expectations and ongoing capital inflows may lead to new highs in the Hong Kong stock market in the fourth quarter [1] - The shift in internet narratives towards "AI empowerment" and supportive policies are expected to enhance the fundamental outlook for the Hong Kong market [1] - The long-term trend for the Hong Kong technology sector remains positive, driven by the global AI industry wave and domestic innovation, with current market volatility seen as an emotional response rather than a fundamental deterioration [1] Group 4: Investment Accessibility - For ordinary investors, direct investment in multiple Hong Kong technology stocks can be complex; however, the Hong Kong Technology 30 ETF (513160) allows for a simplified investment in a basket of quality technology companies [2] - Retail investors can also access the market through feeder funds (A class: 024037; C class: 024038) for easier investment [2]