Group 1 - The Hong Kong stock market is experiencing fluctuations, with the National Index of Hong Kong Stock Connect Technology down by 0.54% as of the report date [1] - Notable performers among the index constituents include Kangfang Biotech rising over 4%, Li Auto increasing over 3%, and Xiaomi Group-W up nearly 3% [1] - The Tianhong Hong Kong Stock Technology ETF (159128) saw a net subscription of 45 million units on the reporting day, continuing a trend of net inflows for nine consecutive trading days, totaling 222 million yuan [1] Group 2 - The Tianhong Hang Seng Technology ETF (520920) recorded a trading volume of 287 million yuan, with a real-time premium rate of 0.31% [2] - This ETF has accumulated a net inflow of 3.265 billion yuan throughout November, indicating strong investor interest [2] - The ETF closely tracks the Hang Seng Technology Index and allows investment in quality tech companies not included in the Hong Kong Stock Connect through the QDII mechanism [2] Group 3 - Dongwu Securities suggests that short-term risk factors for the Hong Kong stock market are decreasing, but a catalyst is needed for a confirmed rebound [3] - The expectation of a potential interest rate cut by the Federal Reserve in December could positively impact the Hong Kong stock market [3] - The current market position is seen as attractive for medium to long-term allocation, despite ongoing macroeconomic and geopolitical risks [3]

（文章来源：每日经济新闻） 华泰证券表示，近期港股回调主因内外预期修正，但中期流动性宽松逻辑不改，配置上建议寻找景气改 善+低估值板块，尤其强调对科技板块的配置。 港股早盘迎来反弹，截至10:55，恒生科技指数上涨0.7%，恒生科技ETF易方达（513010）盘中成交额 近5亿元。Wind数据显示，该产品上周持续"吸金"，合计净流入近10亿元。 恒生科技指数由港股上市公司中与科技主题高度相关的、市值最大的30只股票组成，覆盖小米、腾讯、 美团、阿里巴巴等科技大厂，指数当前滚动市盈率位于2020年发布以来20%分位以下。市场上有恒生科 技ETF易方达（513010）等产品，可助力投资者便捷布局港股科技龙头。 ...