美国劳工部 11 日发布数据显示，8 月消费者价格指数（CPI）同比上涨 2.9%，核心 CPI 同比增长 3.1%，大体符合市场预期，这一数据强化了市场对美联储降息的押注。 若降息周期开启，美元走弱或将推动资金回流新兴市场，港股作为外资占比较高的离岸市场，有望迎来 增量资金加持，而科技板块作为流动性敏感型资产，通常率先受益于宽松预期。 科技全产业链——港股通科技ETF基金（159101）； 互联网龙头——恒生互联网ETF（513330）。 每日经济新闻 此外，降息可能刺激全球风险偏好上升，提振科技成长板块的市场情绪。科技型企业弹性和成长属性 强，在宽松环境中往往能展现出更强的上涨潜力。 综合来看，美国通胀数据强化政策转向信号，港股科技板块或迎来估值与资金面的双重驱动。 【港股科技相关ETF】 利率环境转向宽松有助于降低港股科技企业的融资成本，尤其是生物科技、互联网等研发投入较高的行 业，其估值折现率压力减轻，长期盈利预期有望修复。 ...

Group 1 - The core viewpoint is that the ChiNext 50 index primarily consists of high-growth technology and emerging industries, reflecting a strong focus on innovation and growth in the market [1] - The ChiNext 50 index includes companies that are mainly in light asset industries, with a business model driven by product development and distribution channels, leading to strong bargaining power in the midstream of the supply chain [1] - The return on equity (ROE) of the ChiNext 50 constituents is significantly higher than the market average, indicating strong financial performance [1] Group 2 - The ChiNext 50 ETF, managed by Guotai, tracks the ChiNext 50 index, which selects 50 securities from the ChiNext market based on size and liquidity, aiming to reflect the overall performance of quality enterprises in the market [1] - The index constituents are concentrated in high-growth sectors such as information technology, healthcare, and consumer goods, showcasing the characteristics of innovation-driven and high-growth markets [1] - Investors without stock accounts can consider Guotai's ChiNext 50 ETF linked funds, which provide alternative investment options [1]