受益于AI大模型快速发展和芯片自主可控浪潮，科技赛道有望维持高景气，聚焦港股通科技ETF基金（159101）布局机会

Group 1 - The Hong Kong technology sector showed a slight rebound, with the Hong Kong Stock Connect Technology ETF (159101) narrowing its decline to over 1%, while stocks like JD Health and Huahong Semiconductor faced significant drops, contrasting with gains from Kingsoft and Xiaomi [1] - The U.S. Labor Department reported that non-farm payrolls increased by 119,000 in September, significantly exceeding the market expectation of 50,000, while the unemployment rate rose by 0.1 percentage points to 4.4%, the highest level since November 2021, indicating a soft but not collapsing labor market [1] - Analysts believe that the September non-farm employment data reinforces the view of a weak labor market, which may reduce the likelihood of a rate cut in December, although Open Source Securities suggests that the probability of a rate cut remains significant depending on the October PCE data [1] Group 2 - The technology sector is expected to maintain high prosperity due to the rapid development of AI large models and the trend of self-controlled chips, with major overseas cloud companies like Google, Meta, Microsoft, and Amazon raising their capital expenditure forecasts [2] - Domestic internet giants such as Tencent and Xiaomi are leveraging AI to enhance their business operations, while Alibaba's announcement of the latest Qianwen APP plan is anticipated to support the long-term performance of Hong Kong technology stocks [2] - Southbound capital has significantly flowed into Hong Kong stocks, exceeding HKD 1.2 trillion since the beginning of the year, with the Hong Kong technology sector showing a relative valuation advantage compared to the A-share and U.S. tech markets, suggesting continued inflows and potential market catalysts [2]