On the morning of September 16, the Hong Kong stock market collectively strengthened. Among related tech ETFs, as of press time, the Hong Kong Tech 30 ETF (513160) rose 1.21%, with a premium/discount rate of 0.25% and a turnover rate of 1.26%, showing active trading during the session. Among its constituent stocks, Bilibili-W rose over 2%, followed by SenseTime-W, SMIC, Black Sesame Intelligent, and others.

It is worth noting that funds have recently continued to "increase positions" in this ETF. The Hong Kong Tech 30 ETF (513160) has seen continuous net inflows over the past five trading days, accumulating nearly 160 million yuan in attracted funds.

The Hong Kong Tech 30 ETF (513160) closely tracks the Hang Seng Stock Connect China Tech Index, which monitors the performance of mainland companies engaged in tech businesses listed in Hong Kong and tradable through the Stock Connect program. Its top ten holdings include SMIC, Kuaishou-W, Tencent Holdings, Alibaba-W, Xiaomi Group-W, and other tech leaders.

On the news front, according to CCTV News, on September 15 local time, a U.S. federal appeals court ruled to prevent President Trump from removing Governor Lisa Cook before the Federal Reserve's interest rate meeting. The Federal Reserve is scheduled to hold a monetary policy meeting on the 16th and 17th, and the market widely expects the Fed to initiate a new round of interest rate cuts. Cook will attend the Fed's interest rate meeting.

Zhongtai Securities pointed out that looking ahead, supported by expectations of Fed rate cuts and continued improvement in A-share sentiment, the Hong Kong stock market is expected to maintain a short-term structural rally, with tech and consumer sectors being the most promising directions. The current tech rally may not have ended mid-term, and any adjustments after September could present布局 opportunities.

Everbright Securities noted that Hong Kong stocks are more sensitive to Fed rate cuts and may benefit more than A-shares. Under expectations of monetary easing, the valuation and earnings growth potential of Hong Kong stocks are favored by the market, which will also boost A-shares. Especially for leading enterprises in tech, finance, and consumer sectors, more active performance is expected driven by policy tailwinds and capital inflows.

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