港股科技30ETF（513160）涨超0.5%，机构：港股科技板块或依然处在布局区

Core Viewpoint - The Hong Kong stock market is experiencing a collective rise, particularly in the technology sector, driven by positive sentiment and government support for AI and technology applications [1][2]. Group 1: Market Performance - The Hong Kong Technology 30 ETF (513160) rose by 0.54%, with a turnover rate of 2.58% and a premium/discount rate of 0.1%, indicating active trading [1]. - Key constituent stocks such as Xindong Company and Dongfang Zhenxuan saw gains exceeding 3% [1]. Group 2: Government Policy - The State Council issued implementation opinions to accelerate the cultivation of application scenarios and promote large-scale applications in the AI sector, emphasizing the need for core technology breakthroughs and high-value application development [1]. Group 3: Analyst Insights - Dongwu Securities maintains a long-term bullish outlook on the Hong Kong stock market, particularly in the technology sector, while monitoring the performance of U.S. tech stocks [1]. - Huatai Securities suggests that the technology sector in Hong Kong may still be in a positioning phase, with potential for improved sentiment as the Federal Reserve enters a new round of easing [2].