消息面方面，8月28日，泡泡玛特"迷你版LABUBU"(THEMONSTERS心底密码系列)今日22时线上开 售，开售60秒钟，该产品京东、淘宝店铺等店铺全部售罄。 截至2025年8月29日 11:04，恒生消费指数(HSCGSI)强势上涨1.25%，成分股申洲国际(02313)上涨 7.16%，海尔智家(06690)上涨6.38%，珍酒李渡(06979)上涨5.97%，毛戈平(01318)，第一太平(00142)等 个股跟涨。恒生消费ETF(513970)上涨0.58%，盘中一度涨近3%。 恒生消费ETF(513970)跟踪的恒生消费指数与A股消费存在显著结构性差异，网络大众消费，不只是白 酒。既包含跟我们衣食住行相关的传统消费，又包含泡泡玛特、老铺黄金、名创优品、茶百道、毛戈平 等等新兴消费龙头，未来还有可能纳入更契合新一代消费群体需求的企业。截至最新，恒生消费指数 (HSCGSI)第一大成分股泡泡玛特(09992)占指数权重12.80%，前十大权重股合计占比62.32%。 流动性方面，恒生消费ETF盘中换手14.68%，成交2.94亿元，市场交投活跃。 对于今年来新消费概念持续走强，华福证券研报认为，目 ...

Core Viewpoint - The Hong Kong stock market is gradually stabilizing and rebounding as the impact of tariffs diminishes, with significant gains in major indices, particularly in technology and consumer sectors [1][2]. Group 1: Market Performance - As of April 23, the Hang Seng Technology Index rose by 2.84%, the Hang Seng Index by 2.11%, and the Hang Seng China Enterprises Index by 1.83% [1]. - Since March 20, the Hong Kong stock market has experienced continuous adjustments, but has begun to recover due to interventions from state-owned enterprises [2]. Group 2: Investment Opportunities - The Hong Kong stock market is seeing a growing proportion of technology and new consumer companies, which are expected to account for 54.5% of the total market capitalization by the end of 2024 [2]. - ETFs focusing on technology, consumption, and innovative pharmaceuticals are becoming popular among investors, providing efficient access to these sectors [1][3]. Group 3: Specific ETF Products - The Hong Kong Technology 50 ETF (513980) targets large-cap technology leaders with high R&D investment and revenue growth, including companies like Meituan and Tencent [2]. - The Hang Seng Consumption ETF (513970) focuses on essential and discretionary consumer goods, excluding alcohol and internet platforms, aiming to capture opportunities in consumer recovery [3]. - The Hong Kong Innovative Drug 50 ETF (513780) tracks leading companies in the innovative pharmaceutical sector, which is relatively scarce compared to the A-share market [3].