港股科技ETF（513020）近20日净流入近3亿元，巨头加速算力布局，港股科技持续引领

Group 1 - The core viewpoint is that major companies are accelerating their computing power layout, and there is a sustained optimism for the Hong Kong stock technology sector's leading role, particularly in the allocation value of internet heavyweight assets [1] - The Q3 earnings season for the internet sector has concluded without significant narrative changes, with expectations for individual stock EPS recovery, especially for those previously impacted by competition, and a long-term valuation uplift driven by AI options for next year [1] - The recommendation is to strategically invest in fundamentally sound Hong Kong technology assets that benefit from AI catalysts during market dips [1] Group 2 - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), covering core assets in sectors such as internet, innovative pharmaceuticals, and new energy vehicles, reflecting the diversified characteristics of the technology industry and overall performance of core technology companies in the Hong Kong market [1] - The Hong Kong Stock Connect Technology Index has a higher allocation in new energy vehicles and innovative pharmaceuticals compared to the Hang Seng Technology Index, with a cumulative return of 256.46% from the base date at the end of 2014 to October 2025, outperforming the Hang Seng Technology Index (96.94%) by nearly 160% [1]