外部环境，上周末中美经贸磋商达成基本共识，美联储降息预期维持高位，带动港股流动性改善。 来源：新浪基金 港股AI今日短线回调，科网龙头走势分化，自研游戏《逃离鸭科夫》全球销量正式破百万，哔哩哔哩- W涨幅一度超7%，收涨5.31%；快手-W微跌0.2%，阿里巴巴-W、腾讯控股、小米集团-W、美团-W跌 逾1%。 10月24日，美国劳工统计局发布9月CPI数据，美国9月CPI同比增长3%，预估为3.1%；环比增长0.3%， 预期0.4%，全线低于预期，预计美联储10月将如期降息，同时市场加大了对年内美联储再降息一次的 押注。 国内政策，＂十五五＂规划纲要超预期，核心指向科技自立自强，科技创新被置于引领发展的核心位 置。 百亿核心ETF——港股互联网ETF（513770）早盘围绕水面附近窄幅震荡，午后明显下行，场内价格收 跌1.31%，退守60日线，全天成交额4.23亿元。资金近日明显增仓，上交所数据显示，港股互联网ETF （513770）连续4日吸金合计5.47亿元。 10月23日，阿里夸克"C计划"首个成果——全新对话助手上线，10月24日，蚂蚁集团又发布一款AGI多 模态应用"灵光"，被认为是对标豆包与元宝 ...

Group 1 - The core viewpoint of the articles indicates that the Hong Kong stock market is experiencing a short-term correction, with mixed performance among tech giants, while the AI narrative continues to drive interest in the sector [1][3] - The Hong Kong Internet ETF (513770) has seen significant inflows, accumulating a total of 5.47 billion yuan over four consecutive days, indicating strong investor interest [1][4] - The recent U.S.-China trade discussions have led to improved liquidity in the Hong Kong market, with expectations of a Federal Reserve rate cut, which is anticipated to further support market performance [3][6] Group 2 - The "14th Five-Year Plan" emphasizes technological self-reliance and innovation, positioning technology as a core driver of development, which is expected to benefit leading internet companies [3][4] - Major holdings in the Hong Kong Internet ETF include Alibaba (19.22%), Tencent (16.46%), and Xiaomi (10.41%), collectively representing over 73% of the top ten holdings, highlighting the dominance of these companies in the sector [4][6] - The current price-to-earnings (PE) ratio of the Hong Kong Internet ETF is 23.69, which is lower than both U.S. and A-share tech valuations, suggesting potential for growth as the market recovers [6][7]