鲍威尔“放鸽”点燃降息预期！机构称海外流动性宽松等共振下，恒生科技或是弹性品种

Group 1 - The Hong Kong stock market, particularly the Hang Seng Tech Index, experienced a significant upward movement, with the index rising nearly 3.5% and the Hang Seng Tech Index ETF (513180) increasing over 4% [1][2] - Key stocks driving this rally included NIO, ASMPT, Alibaba, Baidu, NetEase, and Horizon Robotics, with NIO seeing a rise of over 13% [1] - The market sentiment was influenced by Federal Reserve Chair Jerome Powell's dovish remarks at the Jackson Hole conference, indicating potential interest rate cuts in September due to risks in the employment market [1][2] Group 2 - The CME FedWatch Tool indicated an over 85% probability of a 25 basis point rate cut in the upcoming September meeting, suggesting a favorable environment for the Hong Kong stock market, especially the tech sector [2] - The Hang Seng Tech Index is currently viewed as undervalued and is highly sensitive to changes in the US-China interest rate differential, positioning it to benefit significantly from the easing of overseas liquidity [2] - The index is characterized by high elasticity and growth potential, indicating that improvements in market conditions could lead to stronger upward momentum [2]