Group 1 - The Hong Kong technology sector is experiencing increased investor interest, with a record net inflow of 35.876 billion HKD from southbound funds on August 15, marking the highest single-day net inflow since the launch of the Stock Connect mechanism in November 2014 [1] - The top five net bought stocks in the Hong Kong Stock Connect on that day were all core components of the technology sector, indicating strong demand from mainland investors for Hong Kong tech stocks [1] - The sector is currently benefiting from a dual opportunity of "valuation recovery + performance realization," with leading companies establishing strong competitive moats due to technological barriers and ecosystem advantages [1] Group 2 - The Hang Seng Stock Connect Technology Theme Index is particularly valuable for investment, focusing on TMT and internet sectors, and includes leaders from the Hong Kong AI industry chain, effectively targeting core technology directions [2] - The top ten constituent stocks account for over 75% of the index weight, providing strong representation and allowing the index to efficiently capture industry dividends while enhancing defensive attributes during market volatility [2] - The Hong Kong technology sector is in a favorable cycle characterized by "increased policy support + accelerated industry breakthroughs + continuous capital inflow + dual recovery of valuation and earnings," with the upcoming performance realization window making the investment value clearer [2]