Group 1 - The Hong Kong stock market indices experienced fluctuations but trended upwards, with the Hang Seng Technology Index rising over 2.5% in the afternoon session [2] - The semiconductor sector showed strong performance, with stocks like Hua Hong Semiconductor surging over 19%, while other notable gainers included Horizon Robotics, SMIC, Xiaopeng Motors, and Li Auto [2] - Southbound capital saw a net inflow exceeding 6 billion HKD today, indicating strong investor interest in Hong Kong stocks [2] Group 2 - CITIC Securities (Hong Kong) identified "AI and policy leading the revaluation of Chinese assets" as one of the main investment strategies for Q2 [2] - The potential for a new round of large-scale tax cuts in the U.S. and accelerated interest rate cuts by the Federal Reserve could synchronize the economic and policy cycles of China and the U.S. for the first time since the pandemic [2] - The technology sector is expected to be the most suitable trading direction under weak macro conditions and strong industry logic, with a new round of AI industry catalysts anticipated in Q2 [2] Group 3 - Southbound capital has seen a net inflow of nearly 570 billion HKD year-to-date, highlighting the attractiveness of Hong Kong's technology leaders [3] - The Hang Seng Technology Index ETF includes 30 leading Hong Kong technology stocks, focusing on the AI industry chain across upstream, midstream, and downstream sectors [3] - Major companies such as Alibaba, Tencent, Xiaomi, Meituan, and SMIC are positioned to become the "seven giants" of Chinese technology stocks, representing core AI assets with long-term growth potential [3]
港股半导体板块走高，华虹半导体大涨19%，恒生科技指数午后强势上攻