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恒生指数创2021年来新高,机构看好流动性改善下恒生科技投资机会
Sou Hu Cai Jing·2025-08-25 06:36

Group 1 - The Hong Kong stock market saw significant gains, with the Hang Seng Index rising over 2% to reach a new high since 2021, and the Hang Seng Tech Index increasing by over 3% [1] - Technology stocks, non-ferrous metals, and domestic property stocks experienced broad-based increases, while new consumption concepts showed mixed performance [1] - The Hang Seng Tech Index ETF (513180) followed the index's upward trend, with notable gains from stocks like NIO, Alibaba, Baidu, NetEase, Horizon Robotics, and Lenovo, with NIO surging over 16% at one point [1] Group 2 - Improved liquidity prospects have led several institutions to be optimistic about the future performance of the Hang Seng Tech Index [1] - According to China Merchants Securities, the market is currently in a bull market phase II, characterized by capital-driven growth and a focus on key sectors, recommending attention to innovative pharmaceuticals, CXO, domestic computing power, robotics, and domestic AI agents [1] - Huatai Securities noted that the Hang Seng Tech Index remains relatively undervalued, and with overseas liquidity easing and AI technology themes gaining traction, it may experience significant upward momentum [1][2]