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央行:结构性货币政策工具将突出支持提振消费等主线,港股消费ETF(159735)涨超1%,哔哩哔哩-W涨超6%
2 1 Shi Ji Jing Ji Bao Dao·2025-07-15 02:12

Group 1 - The Hong Kong stock market indices opened higher, with the CSI Hong Kong Stock Connect Consumer Theme Index strengthening [1] - The Hong Kong Consumer ETF (159735) rose by 1.25% with a trading volume exceeding 23 million [1] - Notable gainers among constituent stocks include Bilibili-W, which increased by over 6%, along with other companies like Techtronic Industries, Nongfu Spring, Haier Smart Home, Kuaishou-W, Li Auto-W, and Meituan-W [1] Group 2 - The Hong Kong Consumer ETF (159735) has seen a year-to-date share growth rate of 100.37% as of July 14 [1] - The ETF tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 large-cap, liquid consumer-related stocks within the Hong Kong Stock Connect [1] - The People's Bank of China indicated a focus on structural monetary policy tools to support technology innovation and boost consumption, enhancing economic transformation and upgrading [1] Group 3 - Everbright Securities predicts that the market will enter a new phase of upward momentum in the second half of the year, potentially surpassing the peak in the second half of 2024 [2] - The consumption sector is highlighted with three focus areas: domestic demand subsidies related to home appliances and consumer electronics, offline service consumption including dining and tourism, and new consumption trends [2]