港股互联网ETF国泰（513720）收跌超3%，港股市场有望延续结构性上涨，回调或可布局

Core Viewpoint - The Hong Kong stock market is expected to continue its structural uptrend supported by the anticipation of interest rate cuts by the Federal Reserve and a recovery in A-share sentiment, despite a recent decline in the Hang Seng Tech Index [1] Group 1: Market Performance - The Hong Kong Internet ETF, Cathay (513720), fell over 3% [1] - The Hang Seng Tech Index experienced a slight decline, indicating volatility within the tech sector [1] Group 2: Investment Insights - The ongoing improvement in AI demand is expected to benefit the Hong Kong tech sector [1] - Certain AI concept stocks have shown active performance due to advancements in AI chips, highlighting AI's long-term driving force [1] - Investors are advised to adopt a prudent allocation strategy while focusing on sectors with both profit improvement and growth potential in technology [1] Group 3: Index Information - The Cathay Internet ETF (513720) tracks the Hong Kong Internet Index (931637), which selects listed companies involved in internet software, retail, and services from the Hong Kong Stock Connect [1] - The index covers sectors such as communication services, information technology, and consumer discretionary, reflecting the overall performance of Hong Kong's internet-related listed companies [1]