Group 1 - The core viewpoint of the articles highlights the positive market reaction to Federal Reserve Chair Jerome Powell's dovish stance on monetary policy, signaling a potential interest rate cut in September [1][2] - The Hong Kong stock market, particularly the technology sector, is expected to benefit significantly from improved overseas liquidity conditions, with the Hang Seng Technology Index showing a strong correlation to changes in US-China interest rate differentials [2] - The Hang Seng Technology Index is currently considered undervalued historically, and its characteristics of high elasticity and growth suggest that it could experience strong upward momentum if market conditions improve [2] Group 2 - The Hang Seng Technology Index ETF (513180) has seen a notable increase, with a rise of over 2.5% at one point, driven by strong performances from key holdings such as NIO, SMIC, Kingdee International, Baidu, and Alibaba [1] - NIO's stock experienced a significant surge, rising over 14% during the trading session, indicating strong investor interest in technology stocks within the Hong Kong market [1]
鲍威尔“放鸽”，9月降息预期升温，恒生科技指数ETF（513180）大涨
Mei Ri Jing Ji Xin Wen·2025-08-25 02:17