港股科技资产回稳？首只聚焦“港股芯片”的159131放量涨超2%，港股互联网、港股通创新药携手反弹超1%

Group 1 - The core viewpoint of the article highlights a significant rebound in Chinese technology assets in both Hong Kong and A-shares, with foreign institutions increasingly optimistic about the sector [1][26][30] - The Hong Kong market saw a strong performance in the chip industry chain, with the first ETF focused on "Hong Kong chips" (159131) surging by 2.41% and significant trading volume [1][27][30] - A-shares also showed strength, particularly in the dual innovation sector, with notable gains in semiconductor chips and related ETFs [2][29] Group 2 - Major foreign investment banks, including UBS, Goldman Sachs, and Morgan Stanley, have recently published reports expressing bullish views on Chinese technology stocks, indicating a marked shift in sentiment [3][30] - The AI narrative is driving the market, with companies like Xiaomi making significant advancements in AI applications, further boosting investor confidence [13][14] - The valuation of Hong Kong technology stocks appears attractive, with the Hong Kong Information Technology ETF (159131) trading at a price-to-earnings ratio of 33.75, suggesting substantial upside potential compared to other major indices [7][30] Group 3 - The domestic chip sector is experiencing rapid growth, with sales of domestic AI chips expected to increase from $6 billion last year to $16 billion, reflecting a market share rise from 29% to 42% [6][30] - The Hong Kong Internet ETF (513770) and the Hong Kong Innovation Drug ETF (520880) also saw gains of over 1%, indicating a broader recovery in technology-related assets [1][27][30] - The Hong Kong Innovation Drug ETF (520880) has shown signs of recovery after a significant pullback, with a trading volume of 2.48 billion and a 1.09% increase [18][20][30]