恒指强势收涨2.53%，互联网、科技主题港股ETF获资金节前布局

Market Performance - The Hong Kong stock market showed strong fluctuations on February 23, with the Hang Seng Index rising by 2.53% to close at 27,081.91 points, the Hang Seng Tech Index increasing by 3.34% to 5,385.35 points, and the Hang Seng China Enterprises Index up by 2.65% to 9,197.38 points [1] - Leading technology stocks, semiconductors, non-ferrous metals, and new energy vehicle stocks performed well, with Zijin Mining, Meituan, and SMIC each rising over 5% [1] ETF Fund Flows - In the last trading week before the Spring Festival, thematic ETFs focusing on Hong Kong stocks in technology, internet, and consumer sectors attracted significant capital attention [3] - Despite an overall outflow of funds from stock ETFs, certain industry-specific ETFs saw inflows, particularly the E Fund China Internet ETF, which had a net inflow of 1.983 billion yuan, leading the market [3][4] - Several ETFs tracking the Hang Seng Tech Index also experienced substantial inflows, with the Huatai-PB Hang Seng Tech ETF and E Fund Hang Seng Tech ETF both exceeding 1 billion yuan in net inflows [3][5] Future Market Outlook - Analysts suggest that 2026 could be a pivotal year for the Hong Kong stock market, with expectations of continued strong performance in technology and resource sectors, driven by domestic demand and global monetary conditions [6][7] - Key observations for 2026 include the stabilization of housing prices in first-tier cities and potential changes in U.S. monetary policy following mid-term elections, which could impact global assets [7]