港股科技ETF（513020）涨超2.1%，市场关注流动性改善与AI驱动潜力

Core Viewpoint - The Hong Kong stock technology sector has experienced significant recent pullbacks, with sensitivity to positive catalysts declining amid reduced risk appetite, yet there remains a revaluation opportunity as liquidity conditions improve [1] Group 1: Market Conditions - The technology sector in Hong Kong is primarily focused on domestic computing power, models, and applications, with its prospects closely tied to China's technological development, differing from the ongoing cycles in the U.S. [1] - Under the support of the "14th Five-Year Plan," the theme of technological self-sufficiency is emphasized for the medium to long term [1] - Although short-term market sentiment has been largely released, Hong Kong stocks are entering a phase of positioning, with current valuations beginning to show cost-effectiveness [1] Group 2: Investment Products - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which selects listed companies involved in information technology, electronic components, and interactive media from the Stock Connect range [1] - This index focuses on high-end manufacturing, hardware infrastructure, and the entire AI industry chain, aiming to reflect the overall performance of technology-related listed companies in the Hong Kong market [1]