中概股集体大涨！华米科技飙升48%，外资时隔41周首度回流港股

Group 1 - Recent global capital markets have shown complex and varied trends, with Chinese assets performing notably well in overseas markets [1] - The Nasdaq Golden Dragon China Index surged over 1.8%, and the three-times leveraged FTSE China ETF saw a peak increase of over 6% [1] - Chinese concept stocks experienced significant gains, with Huami Technology's stock price soaring over 48% following better-than-expected earnings, leading to a year-to-date increase of 570% [1] Group 2 - Foreign capital allocation strategies are shifting, with a notable return of active foreign capital to the Hong Kong stock market for the first time in 41 weeks [3] - Active foreign capital recorded a net inflow of $429,000 into the Hong Kong and ADR markets, ending a 40-week outflow streak [3] - Goldman Sachs raised its 12-month target for the MSCI China Index from 85 to 90 points, maintaining an "overweight" rating on Chinese stocks, indicating increased investor interest [3] Group 3 - Market expectations for a Federal Reserve rate cut in September have risen, with a 94.4% probability of a 25 basis point cut [4] - The overall U.S. stock market has strengthened, with major indices like the Dow, Nasdaq, and S&P 500 all rising over 1%, marking the largest single-day gain since May [4] - Analysts suggest that A-shares and H-shares will benefit from international capital inflows due to supportive policies and improving fundamentals [4]