港股互联网概念股走低，恒生互联网相关ETF跌约3%

Group 1 - The Hong Kong internet sector stocks experienced a decline, with Baidu Group-SW falling over 8%, JD Group-SW dropping over 4%, and Alibaba-W and Kuaishou-W decreasing over 2% [1] - The Hang Seng internet-related ETFs also saw a decline of approximately 3% [1] Group 2 - Institutions indicated that with marginal improvements in macro expectations and favorable policies, the risk appetite in the Hong Kong equity market continues to rise, suggesting a potential systematic recovery in the internet sector [2] - Factors such as expectations of a Federal Reserve interest rate cut may provide further downward space for the US dollar index, indicating improved global financial conditions [2] - This environment may enhance the attractiveness of the Hong Kong market to foreign capital, particularly with the potential for further appreciation of Asian currencies, especially the Renminbi [2]