产业与政策共振推进，港股科技板块配置价值显现，港股通互联网ETF易方达（513040）规模突破100亿元

Group 1 - The Hong Kong technology sector experienced a pullback after four consecutive days of gains, with the Hang Seng Tech Index down 1.4% and the China Securities Hong Kong Stock Connect Internet Index down 1.6% as of 11:10 AM [1] - The Hang Seng Tech ETF (513010) saw a capital inflow exceeding 1 billion yuan over six consecutive days, while the Hong Kong Stock Connect Internet ETF (513040) has attracted funds for eight trading days, reaching a record size of over 10 billion yuan [1] - DeepSeek's recent research introduced innovative mechanisms like "conditional memory," significantly enhancing the performance of large language models in knowledge retrieval and computational efficiency [1] Group 2 - Alibaba's "Qianwen" app achieved over 100 million monthly active users (MAU) within two months of its launch and is set for a major product iteration, marking it as an important benchmark for consumer application deployment [1] - Analysts suggest that the demand for computing power and storage infrastructure is rising due to AI applications, supported by recent domestic policies promoting the deep integration of AI with industrial internet, accelerating the application of intelligent agents in industrial scenarios [1] - The long-term investment value of the Hong Kong technology sector is being reinforced by industrial catalysts, policy support, and attractive valuations [1][2]