港股科技 “慢牛” 根基未动，AI主线+资金抢筹，年内或冲新高

Group 1 - The core logic driving the Hong Kong stock market remains unchanged despite short-term shocks, providing investors with opportunities to buy on dips [1][2] - Institutions are optimistic about the future of the Hong Kong technology sector, particularly major internet companies like Alibaba and Tencent [1][2] - Goldman Sachs has raised its capital expenditure forecast and target price for Tencent, citing its unique WeChat ecosystem and global gaming assets, while also highlighting Alibaba's potential in international cloud business despite short-term profit fluctuations [1][2] Group 2 - Domestic brokerages are also positive, with招商证券 indicating that while short-term market volatility may increase, the long-term upward trend remains intact, with AI as the core theme for the Hong Kong market [2] - 国泰海通证券 emphasizes a dual support logic of "improving fundamentals and continuous funding" for the fourth quarter, suggesting that the Hong Kong stock market may reach new highs [2] - The influx of foreign capital and continuous southbound fund inflows are expected to inject substantial incremental funds into the market, benefiting technology stocks related to the AI industry cycle [2] Group 3 - Relevant ETFs include the Hong Kong Stock Connect Technology ETF (159101), which covers the entire technology industry chain, and the Hang Seng Internet ETF (513330), which focuses on internet leaders [3]