港股科技ETF（513020）盘中涨超1%，近10日净流入超2亿元，看好科技板块引领作用

Group 1 - The core viewpoint is that major companies are accelerating their computing power layout, maintaining a positive outlook on the technology sector's leading role, and valuing the allocation of internet heavyweight assets [1] - The Q3 earnings season for the internet sector has concluded without significant narrative changes, but there is optimism for individual stock EPS recovery, especially for those previously impacted by competition, and for AI-related valuation increases in the coming year [1] - The recommendation is to strategically invest in fundamentally strong internet giants that will benefit from AI catalysts, particularly as the gaming sector is currently valued at a mid-low level, presenting opportunities for valuation recovery driven by AI applications [1] Group 2 - The Hong Kong Technology ETF (513020) tracks the Hong Kong Stock Connect Technology Index (931573), which covers core assets in sectors such as internet, innovative pharmaceuticals, and new energy vehicles, reflecting the diversified characteristics of the technology industry 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 by nearly 160% [1]