港股布局时刻？港股通创新药ETF领跑市场！红利打底+科技进攻，香港大盘30ETF（520560）量价齐升涨1%

Market Overview - A-shares experienced fluctuations with the Shanghai Composite Index narrowly holding above 4000 points, and total trading volume in the Shanghai and Shenzhen markets at 1.95 trillion yuan, a decrease of 48.6 billion yuan from the previous day [1] - Major weight stocks supported the index, with the "18 Arhats" (top 18 stocks by market capitalization) collectively rising, particularly Agricultural Bank of China, which increased by 3.49% to reach a market cap exceeding 3 trillion yuan [1] Banking Sector - The banking sector is expected to gain market favor due to its stability and high dividend characteristics, as evidenced by the strong performance of the bank ETF (512800), which has seen a net inflow of over 700 million yuan in the past five days [1] Technology Sector - The technology sector faced a pullback, influenced by SoftBank's divestment from Nvidia, although there is a continued focus on domestic AI investments, with the AI-focused ETF (589520) attracting 29.95 million yuan in the last five days [1] Hong Kong Market - The Hong Kong market saw significant liquidity improvements due to the Federal Reserve's ongoing interest rate cuts, with southbound capital inflows exceeding 1.3 trillion HKD year-to-date, marking a record high since the launch of the Hong Kong Stock Connect [1] Innovative Pharmaceuticals - The Hong Kong Innovative Drug ETF (520880) surged by 2.73%, driven by the strong performance of leading innovative drug company BeiGene, which reached a three-year high with a 7.70% increase [2][5] - The ETF recorded a trading volume of 591 million yuan, a 160% increase from the previous day, indicating heightened investor interest [5] Future Outlook - Analysts predict that the Chinese stock market may challenge a ten-year high by 2026, driven by economic transformation, improved external confidence, and a stable internal environment [3] - The focus for investment should be on sectors such as manufacturing, innovative pharmaceuticals, and technology, particularly in AI and semiconductor industries [4] Financial Technology Sector - The financial technology sector has seen a decline of over 17% from its peak, with the index reaching a new low, indicating potential investment opportunities as it approaches a bottom [19] - The sector is expected to benefit from the ongoing market recovery, with a focus on internet brokerages and financial IT companies [20]