内外环境共振，美联储降息+中国经济韧性，港股科技四季度弹性拉满

Core Viewpoint - The investment value of the Hong Kong technology sector is increasingly highlighted in the fourth quarter due to the resonance of internal and external factors [1] External Factors - The Federal Reserve has initiated a preemptive interest rate cut cycle, historically indicating that Hong Kong stocks exhibit significant elasticity, with the technology sector being the first to benefit as a growth asset [1] Internal Factors - China's economy shows unexpected resilience, with a GDP growth rate of 5.3% in the first half of the year, providing solid fundamental support for the technology sector [1] - The dual benefits of global liquidity easing and domestic industrial upgrades further expand the growth potential of the Hong Kong technology sector, which is expected to experience a robust market in the fourth quarter [1] Related ETFs - Hong Kong Stock Connect Technology ETF (159101) covers the entire technology industry chain [1] - Hang Seng Internet ETF (513330) focuses on leading internet companies [1]