港股科技ETF（513020）盘中回调，连续2日迎资金净流入，科技板块长期价值获关注

Group 1 - The core viewpoint is that the technology sector is expected to lead the market, with significant value in allocating internet heavyweight assets [1] - Major companies are accelerating their computing power layout, with continuous innovation in AI products both domestically and internationally, such as Alibaba's secret "Qianwen" project, which aims to create a personal AI assistant comparable to ChatGPT based on the Qwen model [1] - As the Q3 earnings season approaches, internet companies are establishing operational turning points, indicating a favorable cost-performance ratio for current positions [1] Group 2 - The gaming sector's valuation has returned to a favorable range, with a positive outlook on its value as a high-cost performance entertainment consumption option, especially given the product innovation from mid-tier companies and the absence of major mobile game releases [1] - The Hong Kong Stock Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which selects listed companies involved in internet, electronic components, and interactive media, focusing on high R&D intensity and growth potential [1] - The index aims to reflect the overall performance of representative securities in the technology sector of the Hong Kong market [1]