港股有望受益于“十五五”催化，恒生科技指数ETF（513180）震荡窗口持续“吸金”

Group 1 - The Hang Seng Index opened up 0.25% and the Hang Seng Tech Index rose 0.43%, with semiconductor and electrical equipment sectors leading the gains [1] - The largest ETF tracking the Hang Seng Tech Index (513180) has seen significant capital inflow, with a net inflow of 9.72 billion yuan over the last five trading days, indicating strong demand [1] - The Hang Seng Tech Index has shown a notable stabilization trend, attracting active capital allocation in the tech sector [1] Group 2 - Dongwu Securities suggests that short-term risk factors for Hong Kong stocks are decreasing, but a rebound confirmation requires catalysts [2] - The expectation of a potential interest rate cut by the Federal Reserve could benefit the recovery of Hong Kong stocks, as the narrative around the AI tech bubble in the US weakens [2] - CITIC Securities highlights the "14th Five-Year Plan" which emphasizes building a modern industrial system and accelerating high-level technological self-reliance, suggesting that strategic emerging industries may receive new policy support [2]