美联储降息落地，港股估值空间有望进一步打开，恒生科技ETF易方达(513010)、港股通互联网ETF(513040)受资金关注

Group 1 - The Hang Seng Hong Kong Stock Connect New Economy Index and the CSI Hong Kong Stock Connect Consumer Theme Index both fell by 0.4%, while the CSI Hong Kong Stock Connect Healthcare Comprehensive Index decreased by 0.5%, the Hang Seng Technology Index dropped by 0.8%, and the CSI Hong Kong Stock Connect Internet Index declined by 0.9% [1] - As of yesterday, the net inflows for the Hang Seng Technology ETF (513010) and the Hong Kong Stock Connect Internet ETF (513040) were 1.08 billion and 700 million respectively for the month [1] - Analysts suggest that with the Federal Reserve completing its third interest rate cut of the year, the overseas liquidity environment is becoming more favorable, and external uncertainties that previously suppressed Hong Kong stocks are gradually easing [1] Group 2 - The performance of domestic and international technology leaders has been stable since the third quarter, with ongoing commercialization of AI research, cloud services, and smart applications [1] - The current valuation remains relatively reasonable, and improvements in external macro variables along with clearer industrial logic enhance the attractiveness of the Hong Kong technology sector [1] - The recent adjustment has further improved the cost-performance ratio of the Hong Kong technology sector, making technology assets one of the most certain investment themes in the medium to long term [1]