六连跌后反弹！港股科技进入筑底布局期？

Group 1 - The core viewpoint is that the Hong Kong stock market, particularly the technology sector, is experiencing a rebound due to improved market sentiment and liquidity, following a period of six consecutive declines [2] - The Hang Seng Technology Index rose over 3% as of 14:30, indicating a strong recovery in the tech sector [2] - Recent inflows into technology ETFs, including a net inflow of 8.684 billion yuan into the Hang Seng Technology ETF and 2.512 billion yuan into the Hang Seng Internet ETF, reflect a recognition of the fundamentals of Hong Kong tech stocks [2] Group 2 - The acceleration of commercialization in generative AI is expected to benefit Hong Kong-listed companies like Alibaba, while geopolitical factors are driving the need for chip self-sufficiency, which will also benefit local semiconductor firms [5] - The long-term upgrade trend in the technology industry, combined with improved liquidity in the Hong Kong market, is anticipated to provide growth opportunities for investors [5] - The current pessimistic sentiment in the Hong Kong market is believed to have been sufficiently released, suggesting a potential for recovery and upward movement in stock prices [5]