美联储如约降息，资金抢筹港股！港股科技ETF天弘(159128)近19日连续资金净流入累计超6.77亿

Group 1 - The core viewpoint of the articles highlights the strong performance of Hong Kong technology ETFs, particularly Tianhong (159128) and Tianhong Hang Seng Technology ETF (520920), which have reached record sizes and continuous net inflows, indicating growing investor interest in Hong Kong tech assets [1][2][3]. - As of December 10, the Tianhong Hong Kong Technology ETF (159128) has a total size of 1.258 billion yuan and 1.33 billion shares, both hitting new highs since inception, with a net inflow of 677 million yuan over the past 19 days [1]. - The Tianhong Hang Seng Technology ETF (520920) has also reached a new high with a total size of 8.896 billion yuan and 10.219 billion shares, experiencing a net inflow of 5.399 billion yuan over the past 30 days [2]. Group 2 - Analysts suggest that the current AI-driven technology cycle positions Hong Kong tech assets favorably, with expectations of continued inflows from southbound capital as the Federal Reserve resumes interest rate cuts, potentially leading to a revaluation of Hong Kong tech stocks [3]. - The Federal Reserve's recent decision to cut interest rates by 25 basis points is expected to enhance the appeal of core Hong Kong assets, with historical data indicating that such rate cuts typically boost Hong Kong stock performance in the short term [4]. - Institutions like CITIC Securities and Bank of China Securities believe that the dual catalysts of global liquidity shifts and domestic profit recovery will benefit Hong Kong stocks, particularly scarce tech assets and high-dividend state-owned enterprises [4].