港股三大指数高开，六部门联合发文增强消费品供需适配性，港股消费ETF（513230）早盘走强

Group 1 - The Hong Kong stock market opened positively on the first day of December, with the Hang Seng Index rising by 0.34%, the Hang Seng China Enterprises Index increasing by 0.31%, and the Hang Seng Tech Index up by 0.21% [1] - Major technology stocks mostly saw gains, while copper prices reached a new high, leading to a strong performance in copper stocks. Other sectors such as aluminum, gold, heavy infrastructure, domestic real estate, and automotive stocks were also active, whereas gas, home appliance, and building materials stocks declined [1] - The consumer sector in Hong Kong continued to rise, with the CSI Hong Kong Stock Connect Consumer Theme Index increasing by 1.54% and the Hong Kong Consumer ETF (513230) gaining over 1% [1] Group 2 - Zhongyou Securities expressed a positive outlook on consumer investment opportunities, highlighting two categories: 1) New consumption opportunities in trendy toys, gold jewelry, and new tea drinks, which align with current trends of personalized and self-indulgent consumption, and benefit from the cultural export atmosphere [2] - The second category focuses on cyclical sectors, suggesting that if consumer stimulus policies continue and the economy gradually recovers, companies in the white wine, restaurant, and travel sectors will see favorable market conditions [2] - The Hong Kong Consumer ETF (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, encompassing leading companies in various consumer sectors, including Pop Mart, Lao Pu Gold, and Miniso, as well as e-commerce giants like Tencent, Kuaishou, Alibaba, and Xiaomi, highlighting a strong tech-consumer attribute [2]