多重利好助推，不改长期上行趋势

$港股科技ETF(513020)$ 近5日ETF净流入超1.6亿元，机构增配互联网与科技硬件，推动估值修复。AI应用落地加速叠加估值低位（PE_TTM仅27倍，历史分位27.59%），长周期牛市趋势明确。快手、阿里等反映市场对AI应用及企业盈利改善的乐观情绪。

港股遇流动性危机！12月能否走修复行情？

港股市场调整继续，在整体估值已处低位的情况下，市场仍频繁出现集体大跌。短期市场情绪虽受流动性制约，但未来美联储货币政策大概率继续降息与扩表，外部流动性环境将继续改善。【连跌两个月的恒指，12月是否有望重启升势？大家现在是在观望or已经逢低进场？】

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