港股起飞！恒生指数涨超2%，创2021年来新高，恒生科技指数涨3%，恒生科技指数ETF（159742）今日涨3.78%，年内涨幅29%。 消息面上，鲍威尔罕见“放鸽”，美联储降息预期显著回温，海外流动性有望持续好转。 南下资金爆买港股，年内净买入额9568.25亿港元，超过2024年全年，创历史新高。 恒生科技指数ETF（159742）近20日获得5.74亿元资金净流入，年内资金净流入额12.80亿元，最新规模达29.09亿元。 对于港股，国泰海通证券认为，年内需重视港股三大因素：AI领域技术突破催化科技成长、美联储降息背景下外资可能超预期，南下增配力量仍有较大空间。受益于资产稀缺性优势，港股市场望持续吸引增量资金入市助推行情向上，结构上重视本轮产业周期中弹性更大的恒生科技。
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