恒生科技全天跌1.84%，南向资金净流入133亿港元，资金为何逆势布局？

Group 1 - The core viewpoint of the article highlights the weak performance of the Hang Seng Tech Index, with Tencent Holdings affected by the "Yuanbao Storm," leading to a nearly 4% drop during the trading session [1] - As of the market close, the Hang Seng Tech Index fell by 1.84%, marking a five-day consecutive decline, while southbound capital saw a significant net inflow of approximately HKD 13.3 billion, the highest in nearly a week [1] - The article notes that major inflows into ETFs such as the Hang Seng Internet ETF and the Hong Kong Stock Connect Tech ETF indicate a trend of "buying the dip," with funds flowing into these ETFs for two consecutive days [1] Group 2 - According to Huaxia Fund, the reasons for the counter-trend accumulation of funds in Hong Kong tech stocks are threefold: the relative low valuation of Hong Kong tech stocks compared to A-shares and US tech stocks, the high certainty of growth in the AI application and commercialization sectors, and the supportive liquidity from the weak US dollar trend [1] - The article suggests that investors should consider accumulating core assets in Hong Kong tech stocks, specifically mentioning the Hong Kong Stock Connect Tech ETF (159101.SZ), which passively tracks the National Index of Hong Kong Stock Connect Tech and covers a more balanced distribution of sectors including biotechnology and digital economy [1][2] - The Hong Kong Stock Connect Tech ETF (159101.SZ) is listed on the Shenzhen Stock Exchange and supports a T+0 trading mechanism, providing low-threshold and currency exchange-free trading convenience for A-share investors [2]