港股开盘 | 恒生指数低开0.11% 科技股涨跌不一

Group 1 - The Hang Seng Index opened down 0.11%, while the Hang Seng Tech Index also fell by 0.11%. Tech stocks showed mixed performance, with Alibaba rising over 2% and Midea Group increasing by more than 1% [1] - The Cathay Pacific Haitong overseas strategy team indicated that with the Federal Reserve potentially restarting interest rate cuts, there is a possibility of an unexpected influx of foreign capital into Hong Kong stocks. They noted that foreign investors particularly favor technology and finance sectors [1] - Everbright Securities stated that the Fed's interest rate cut cycle is likely to begin, suggesting that Hong Kong stocks may continue to experience upward fluctuations. They highlighted the strong overall profitability of Hong Kong stocks and the relative scarcity of assets in internet, new consumption, and innovative pharmaceuticals [1] Group 2 - International funds are reconfiguring their investments in Chinese assets, with global hedge funds expected to record the highest monthly buying of Chinese stocks since February. The consumer staples and industrial sectors received the most capital inflow, indicating that international investors are actively allocating towards assets related to China's economic recovery [2] - China International Capital Corporation (CICC) pointed out that while Hong Kong stocks may lag in the short term due to liquidity factors, their long-term structural advantages remain significant. They suggested that investors should focus on opportunities arising from overseas demand chains, providing a differentiated investment strategy [2]