港股科技配置指南，把握港股投资机会

Group 1 - The Hong Kong stock market is influenced by both the fundamentals of Chinese companies listed in Hong Kong and overseas liquidity [1] - The recent poor performance of the Hong Kong stock market is attributed to tight liquidity caused by the prolonged U.S. government shutdown, which has led to funds being trapped and not utilized [1] - Despite concerns about a hawkish interest rate cut by the Federal Reserve in December, it is expected that there will be 2-3 rate cuts in the following year, which could positively impact liquidity in the Hong Kong market [1] Group 2 - The Hong Kong stock market features a diverse range of asset types, including major companies in the internet sector and technology sector, with the Hong Kong technology sector covering innovative pharmaceuticals [2] - The Hong Kong technology ETF (513020) and the Hong Kong internet ETF (513723) are recommended for investors looking to capture opportunities in the technology sector amid the AI wave [3] - The energy sector is also highlighted, with a potential linkage between the renewable energy and AI chip industries, especially in light of electricity shortages in the U.S. [3]