ETF及指数产品网格策略周报（2025/9/2）

Core Viewpoint - The article discusses the potential of ETF grid strategies in the context of the Hong Kong stock market, highlighting the influx of foreign capital and the favorable conditions for technology and new economy sectors [2][3][9]. Group 1: ETF Grid Strategy - The ETF grid strategy is designed to capitalize on the increasing liquidity and depth in the Hong Kong market, driven by significant net inflows from southbound funds and foreign capital [2][3]. - The Hang Seng Tech Index ETF (513180.SH) tracks 30 leading technology companies listed in Hong Kong, covering high-growth sectors such as new consumption, internet, biomedicine, semiconductors, and intelligent driving [3][4]. Group 2: New Economy ETF - The New Economy ETF (159822.SZ) aligns with government initiatives to develop new productive forces and promote the integration of technological and industrial innovation [5][6]. - This ETF indirectly tracks the S&P China New Economy Industry Index, holding leading companies in sectors like internet technology, consumer upgrades, healthcare, and fintech, thus providing a diversified investment tool [5][6]. Group 3: S&P Consumer ETF - The S&P Consumer ETF (159529.SZ) is positioned to benefit from potential interest rate cuts by the Federal Reserve, which could stimulate consumer demand in the U.S. [8][9]. - Recent data indicates a cooling labor market in the U.S., with rising unemployment claims, which may further support the case for a rate cut and its positive impact on consumer spending [8][9].