港股科技30ETF（513160）近5日持续“吸金”累超3.1亿元，机构：估值处于低位的港股有望率先反弹

Group 1 - The Hong Kong stock market experienced a decline on December 10, particularly in the technology sector, with the Hong Kong Technology 30 ETF (513160) dropping by 0.74% and trading volume exceeding 470 million yuan [1] - Despite the recent downturn, there has been a significant inflow of funds into the Hong Kong Technology 30 ETF, with a net inflow of over 310 million yuan in the past five days as of December 9 [1] - According to China Merchants Securities, the recent pullback in the Hong Kong market is seen as an overreaction influenced by the U.S. market, and it is expected that the market will rebound as interest rate expectations become clearer and concerns over AI bubbles are addressed [1] Group 2 - Alibaba has established a new consumer-facing business group called Qianwen, led by Vice President Wu Jia, which consolidates several existing business units and includes various applications and AI hardware [2] - Guolian Minsheng Securities remains optimistic about the revaluation of AI in China, recommending attention to platform-based internet companies and AI ecosystem enterprises with modeling or application capabilities [2] - The Hong Kong Technology 30 ETF closely tracks the Hang Seng Hong Kong Stock Connect China Technology Index, which includes major technology companies listed in Hong Kong, such as SMIC, Kuaishou, Tencent, Alibaba, and Xiaomi [2]