港股科技ETF（513020）盘中涨超2.4%，连续5日净流入超2.2亿元，聚焦新质生产力引领

Group 1 - The core viewpoint is that a slow bull market is anticipated, with short-term fluctuations expected as the market awaits renewed expectations for interest rate cuts by the Federal Reserve and the resolution of uncertainties surrounding AI's long-term narrative [1] - In the medium to long term, economic growth is shifting from traditional demand-side stimulation to supply-side innovation, driven by the "14th Five-Year Plan" promoting the transformation of old and new growth drivers [1] - Investment focus should shift from chasing demand fluctuations to paying attention to supply-side variables such as technological breakthroughs, resource scarcity, and industry clearing, in order to seize structural industrial upgrade opportunities [1] Group 2 - The Hong Kong Stock 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 Hong Kong Stock Connect range [1] - This index focuses on high-end manufacturing, hardware infrastructure, and the entire AI industry chain, reflecting the overall performance of technology-related listed companies in the Hong Kong market [1]