Core Viewpoint - The upcoming Chinese New Year holiday will lead to a 10-day market closure for A-shares, while Hong Kong stocks (H-shares) will continue trading, raising questions about whether H-shares can perform independently during this period. The recent adjustments in H-shares, combined with the surge in AI applications, prompt an analysis of whether the market has reached a correction point [1][3]. Market Trends - Historically, the Hang Seng Index has shown an 82% probability of rising in the three trading days before the Spring Festival, with a 40%-60% chance of increasing after the holiday. The correlation between H-shares and A-shares has strengthened, while the correlation with U.S. stocks has weakened, suggesting a potential for passive upward movement in H-shares [3]. Sector Performance - The Hang Seng Technology Index has seen significant performance metrics, with an average increase of 72.7% from Christmas to the Spring Festival. The average increase for the Hang Seng Index during the same period is 3.8% [4]. Investment Opportunities - The recent pullback in H-shares has made valuations more attractive, with expectations of a rebound. The Hang Seng Technology Index's price-to-earnings (P/E) ratio is currently at 24.5, which is below the historical average, indicating a favorable entry point for investors [7][8]. Innovation and Drug Development - Significant partnerships in the biotech sector, such as the collaboration between Innovent Biologics and Eli Lilly, highlight the potential for innovation in the pharmaceutical industry. This partnership includes a $350 million upfront payment and potential milestone payments totaling up to $8.5 billion [9]. Consumer Sector Dynamics - As the Spring Festival approaches, consumer activity is expected to rise, particularly in sectors like gold retail and hospitality. Government policies aimed at boosting consumption are likely to enhance market sentiment and drive growth in the consumer sector [11]. Dividend Strategies - In a low-interest-rate environment, dividend strategies are becoming increasingly attractive. The dividend yield for H-shares remains higher compared to A-shares, making them a compelling option for investors seeking stable returns [12][13]. Automotive Sector Growth - The automotive sector is poised for growth due to supportive policies and technological advancements in smart driving. The introduction of new policies for electric vehicle purchases is expected to stimulate demand, while advancements in autonomous driving technology present further opportunities [14][15].

港股通科技ETF汇添富（520980）业绩比较基准为恒生港股通中国科技指数收益率(经估值汇率调整 后)，管理人为汇添富基金管理股份有限公司，基金经理为乐无穹，成立（2025-06-18）以来回报为 7.17%，近一个月回报为-5.15%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月9日，港股通科技ETF汇添富（520980）涨1.79%，成交额3.68亿元。当日份额增加600.00万份，最新 份额为52.60亿份，近20个交易日份额增加7.30亿份。最新资产净值计算值为56.38亿元。 ...

港股通科技ETF汇添富（520980）业绩比较基准为恒生港股通中国科技指数收益率(经估值汇率调整 后)，管理人为汇添富基金管理股份有限公司，基金经理为乐无穹，成立（2025-06-18）以来回报为 5.95%，近一个月回报为-8.01%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月6日，港股通科技ETF汇添富（520980）跌0.84%，成交额3.55亿元。当日份额增加1000.00万份，最 新份额为52.54亿份，近20个交易日份额增加7.24亿份。最新资产净值计算值为55.67亿元。 来源：新浪基金∞工作室 ...

$阿里巴巴-W(HK9988) $腾讯控股(HK0700) 来源：市场资讯 （来源：指能添富） 据上交所披露，截至2025年8月15日，$港股通科技ETF汇添富(520980) 最新规模超30亿元，创上市以来 新高！上周五单日，$港股通科技ETF汇添富(520980) 大举揽金超5.2亿元，今日再度收涨超1%！ ...