港股收评：冲高回落！恒指6连涨，军工、汽车表现活跃，黄金、芯片下跌

Market Overview - The Hong Kong stock market showed a general upward trend, with the Hang Seng Index rising by 0.37%, the Hang Seng China Enterprises Index increasing by 0.7%, and the Hang Seng Tech Index up by 0.56%, marking a six-day consecutive rise for the Hang Seng Index [1][2]. Sector Performance - Major technology stocks maintained an upward trend, with Meituan and Tencent both rising nearly 2%, Xiaomi up 1.4%, while Baidu fell nearly 3% and NetEase showed a decline [2]. - Defense stocks surged due to escalating tensions in the India-Pakistan conflict, with AVIC Industry and China Shipbuilding Defense both rising over 6% [4][5]. - Bitcoin briefly surpassed $99,000, leading to a significant rise in cryptocurrency-related stocks, with New Fire Technology Holdings soaring nearly 20% [2]. - The automotive sector saw strong performance, with companies like Geely, Li Auto, and Great Wall Motors all rising over 4% [8]. - Gaming stocks also performed well, with Huicai Holdings increasing over 13% and Sands China up over 1% [9]. - Consumer electronics and home appliance stocks were active, with JS Global Life rising over 3% and TCL Electronics up over 2% [10]. - Agricultural stocks increased, with China Heartlink Fertilizer and First Tractor Company both rising over 3% [11]. - Power sector stocks strengthened, with Harbin Electric rising over 4% [12]. - Steel stocks experienced significant declines, with Find Steel Group dropping over 12% [13]. Individual Stock Highlights - AVIC Industry closed at HKD 4.09, up 6.23%, while China Shipbuilding Defense closed at HKD 10.92, up 6.02% [6]. - Pharmaceutical outsourcing stocks were active, with Zhaoyan New Drug rising over 5% [7]. - The debut of "Hushang Aunt" saw a significant increase of 40%, closing at HKD 158.4 per share, with a total market capitalization of HKD 16.225 billion [16]. - Southbound funds recorded a net sell of HKD 2.385 billion, with the Shanghai-Hong Kong Stock Connect seeing a net sell of HKD 1.097 billion [18]. Future Outlook - Zhejiang International expresses caution regarding the short-term fundamentals and capital flows in the Hong Kong market, while maintaining a cautiously optimistic view on the medium-term outlook [20]. - The company recommends focusing on sectors that are relatively prosperous and benefit from policy support, such as automotive, consumer, electronics, and technology, as well as low-valuation state-owned enterprises [20].