机构称港股有望受益于“十五五”催化，关注恒生科技ETF易方达（513010）、港股通互联网ETF（513040）等投资价值

Core Viewpoint - The Hong Kong stock market experienced mixed performance, with durable consumer goods, paper, and household products sectors rising against a backdrop of declines in the technology sector [1] Group 1: Market Performance - The CICC Hong Kong Stock Connect Consumer Theme Index rose by 0.03% while the CICC Hong Kong Stock Connect Medical and Health Comprehensive Index fell by 0.01% [1] - The Hang Seng Hong Kong Stock Connect New Economy Index and the Hang Seng Technology Index both declined by 0.4%, and the CICC Hong Kong Stock Connect Internet Index dropped by 0.8% [1] - Relevant ETFs attracted significant capital, with the E Fund Hang Seng Technology ETF (513010) and the Hong Kong Stock Connect Internet ETF (513040) seeing net inflows of 1.09 billion and 470 million respectively over the past week [1] Group 2: Policy and Investment Outlook - CITIC Securities highlighted that the "14th Five-Year Plan" emphasizes the construction of a modern industrial system and accelerating high-level technological self-reliance, suggesting potential policy support for strategic emerging industries such as new energy, new materials, aerospace, and quantum technology [1] - Looking ahead to 2026, the Hong Kong stock market is expected to benefit from the internal catalysts of the "14th Five-Year Plan," with recommendations for investors to focus on investment opportunities in AI-related sectors and consumer electronics [1]