机构称产业链景气度持续验证，科技主线有望回归，聚焦恒生科技指数ETF（513180）布局机会

Group 1 - The Hong Kong stock market's technology sector showed slight fluctuations, with the Hang Seng Tech Index ETF rising nearly 0.5% and trading volume approaching 1.4 billion yuan [1] - Key stocks such as Horizon Robotics, Hua Hong Semiconductor, Alibaba, NIO, and JD.com saw significant gains [1] - Guolian Minsheng Securities noted that the market continues a "high open low walk + low volume" trend, indicating insufficient capital support and a mixed focus on hot sectors, with the market still in a phase of oscillation and repair [1] Group 2 - The report from Zhongyin International highlighted that the industry chain's prosperity is being continuously validated, and expectations for policy catalysts are strengthening, suggesting a potential return to the technology mainline [1] - The AI industry chain, particularly domestic computing power, is emphasized as a crucial part of China's advanced manufacturing and a representative of the intelligent industry, necessitating accelerated technological self-reliance [1] - With the strengthening of policy catalyst expectations, the industry chain is likely to benefit continuously, and investment allocation can gradually return to the technology mainline, especially in areas like domestic computing power and storage chips [1]