Group 1 - The Hong Kong stock market showed strong performance, with the Hang Seng Index rising by 1% and the Hang Seng Tech Index increasing by 2.76%, driven by significant gains in stocks like Baidu, which surged by 12%, and Alibaba, which rose by 4.5%, reaching a market capitalization of 3 trillion HKD [1] - A strategic cooperation framework agreement was signed between China Merchants Group and Baidu on September 15, focusing on collaboration in AI technologies, cloud computing, and various sectors including technology innovation, logistics, and finance [1] - Reports indicate that Jack Ma's return is boosting Alibaba's focus on artificial intelligence and its dominance in the food delivery market, with Goldman Sachs highlighting a surge in enterprise-level AI model token consumption, positioning Alibaba as a key beneficiary [1] - As of September 16, southbound funds have continuously net bought Alibaba for 18 days, totaling approximately 49.84 billion HKD [1] - SMIC is reportedly testing China's first domestically produced DUV lithography machine, indicating advancements in the semiconductor industry [1] - The probability of a 25 basis point rate cut by the Federal Reserve tomorrow stands at 96.1%, which is favorable for liquidity in the Hong Kong stock market [1] Group 2 - The Hong Kong Technology ETF (159747) closely tracks the CSI Hong Kong Technology Index, which is the only index in the Hong Kong market that fully covers major Chinese tech companies like Alibaba, Baidu, and SMIC, focusing on sectors such as AI, semiconductors, and new energy vehicles [2] - The Southbound Technology ETF (159269) tracks the CSI Hong Kong Stock Connect Technology Index, providing balanced coverage in core industries like the internet, automotive innovation, and pharmaceuticals, with a cumulative increase of 18.5% since its launch on July 10, outperforming similar products by 1.07% [2] - The Southbound Technology ETF (159269) has seen continuous inflows since July 25, with a total net inflow of 972 million HKD, and its shares have grown by over 59% in just two months [2] - The management and custody fee rate for the ETF is set at a competitive "0.3% + 0.05%", making it the lowest cost among similar products [2]

今日港股再创阶段新高，恒指涨1.63%，恒生科技指数涨2.48%，其中百度大涨超12%，创2024年1月以 来新高，阿里巴巴涨6.5%，带动香港科技ETF (159747)盘中涨2%，港股通科技ETF南方(159269)涨 1.49%，H股ETF(159954)和恒生指数ETF(513600)涨超1%。 消息面上： ③南下资金昨日净买入港股189亿港元，已连续15日净买入阿里巴巴，共计371亿港元。 ④美国8月CPI大致符合预期，通胀形势未恶化，市场继续预期美联储9月降息。 香港科技ETF (159747)紧密跟踪的中证香港科技指数是港股市场上唯一一只实现阿里、百度等中国科技 十杰"Terrific 10"全覆盖的指数，且权重占比超过7成。没有证券账户，也可以关注港股科技含量同样浓 郁的场外基金：南方恒生科技指数发起（QDII）（A类：020988；C类：020989），一键配置港股AI 牛。 港股通科技ETF南方(159269)跟踪紧密跟踪港股通科技指数，均衡覆盖在港股互联网、港股汽车及港股 创新药、半导体等核心产业，该ETF自7月25日以来获资金"只进不出"，合计净流入额高达9.5亿元，上 市两个月时间份 ...