港股主要指数调整，恒指现跌1.3%，恒生科技指数跌1.2%，国企指数跌1.5%，港股通科技指数跌0.6%。 港股调整中，南下资金持续买入，南下资金实时净买入港股达70.40亿港元。 港股通开通需要50万门槛，资金也在借道 ETF抢筹港股。港股通科技ETF南方(159269)昨日资金净流入额6103万元，近5日资金净流入额8152万元，其最新规模4.08亿元。 港股通科技ETF南方(159269)紧密跟踪中证港股通科技指数，该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，权重股包括腾讯控股、阿里巴巴、小米集团、比亚迪股份、中芯国际、信达生物、理想汽车等，为投资者提供了一键布局港股龙头公司工具。 招商证券认为，港股科技板块龙头盈利稳定，后续AI技术商业化落地下盈利仍有上修空间。中长期看，政策推动研发支出稳步上升，新质生产力发展或打开科技板块盈利空间，美元走弱、互联互通机制优化有望支撑港股流动性。在基本面预期向上与资金面维持宽松共振下，港股科技有望持续走强。
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