日本加息如期落地！深夜飙升，美联储降息再传重磅！港股通科技30ETF(520980)、恒生科技ETF基金(513260)双双涨1.5%！港股后市怎么看？

Core Viewpoint - The Hong Kong stock market, particularly the technology sector, is experiencing a rebound influenced by overseas news, with significant inflows of capital into technology ETFs and stocks [1][3][5]. Group 1: Market Performance - The Hong Kong Stock Connect Technology 30 ETF (520980) increased by 1.59%, with a trading volume exceeding 240 million HKD, marking five consecutive days of net inflows totaling over 180 million HKD [1]. - The Hang Seng Technology ETF (513260) also saw a rise of over 1%, with a trading volume surpassing 240 million HKD in the morning session, and has recorded net inflows of over 630 million HKD over the past 36 trading days [3]. - The technology sector in Hong Kong showed positive performance, with notable gains from stocks such as Horizon Robotics (up over 7%) and XPeng Motors (up over 4%) [5]. Group 2: Fund Flows and Investor Sentiment - Southbound funds have consistently flowed into the Hong Kong technology sector, with Xiaomi Group receiving a net inflow of 7.972 billion HKD over the past week, leading the net buy rankings [7]. - The overall sentiment index for the Hong Kong market has been volatile, influenced by liquidity factors and the performance of the US AI sector, with a recent recovery following the Federal Reserve's interest rate decisions [9][12]. Group 3: Economic Indicators and Future Outlook - The Bank of Japan raised its benchmark interest rate to 0.75%, the highest in 30 years, aligning with market expectations [5]. - The US stock market saw all three major indices rise, with the Nasdaq gaining over 1%, driven by Micron Technology's strong earnings report [5]. - The Hang Seng Index's forward P/E ratio is currently at 12.7 times, down 5% from its peak earlier in the year, indicating potential for market recovery despite short-term volatility [9][14]. Group 4: Investment Strategies - A "barbell strategy" is recommended for short-term trading, focusing on both technology and dividend stocks, with an emphasis on companies with reasonable valuations and strong AI attributes [12][18]. - The Hong Kong Stock Connect Technology 30 ETF (520980) is highlighted for its concentrated exposure to leading tech firms, making it an efficient choice for investors looking to capitalize on the technology sector [17][18].