Mei Ri Jing Ji Xin Wen·2026-01-29 02:15Group 1 - The core viewpoint of the news highlights the resilience of the Hong Kong technology sector, which showed a rebound after a significant drop, with the Hang Seng Technology Index down by 0.7% as of 9:47 AM on January 29 [1] - Recent data indicates a recovery in overall trading volume in the Hong Kong market, with both the amount and proportion of southbound capital increasing, suggesting a rise in market participation [1] - Foreign active funds have turned to net inflows for two consecutive weeks, indicating a positive change in the funding structure of the Hong Kong technology sector, which supports market recovery [1] Group 2 - The current earnings season for U.S. tech stocks is a focal point, with AI, cloud computing, and commercialization of applications being key areas of market interest [1] - If the performance and future guidance of overseas tech leaders exceed expectations, it could catalyze trends in related industries, positively impacting the Hong Kong technology sector through valuation and risk appetite transmission [1] - The Hang Seng Technology Index consists of the 30 largest stocks related to technology themes listed in Hong Kong, focusing on sectors such as semiconductors, robotics, software, internet, and smart driving, with major weights including Tencent Holdings, Alibaba, and SMIC [1] Group 3 - The Hang Seng Technology ETF managed by E Fund has seen a cumulative net inflow of over 1.5 billion yuan since January, with its latest scale surpassing 30 billion yuan, marking a new high since its inception [2] - The ETF offers good liquidity and supports T+0 trading, which can help investors seize opportunities in the Hong Kong technology industry chain amid the convergence of capital inflow and industry catalysts [2]