港股收评：三大指数集体飘绿！半导体、苹果概念股走弱，汽车股逆势上涨

Market Overview - The Hong Kong stock market indices fell on September 2, with the Hang Seng Tech Index down 1.22%, the Hang Seng Index down 0.47%, and the National Enterprises Index down 0.15% [1][2]. Sector Performance - Major technology stocks generally declined, with Kuaishou down over 2%, Meituan, Alibaba, Baidu, and JD.com down over 1%, while Xiaomi showed strong performance with a rise of 3.43% [2][4]. - Semiconductor and chip stocks experienced a pullback, with Shanghai Fuzhi down nearly 8% [2][6]. - Apple-related stocks also weakened significantly, with Hon Teng Precision down nearly 10% [2][7]. - Automotive stocks saw gains, with BYD up over 2% following the release of August delivery figures, indicating strong performance in the sector [2][8]. - Banking stocks rose collectively, with Agricultural Bank of China up nearly 3%, benefiting from improved performance in the banking sector [2][10]. - Oil stocks showed strength, with the "Big Three" oil companies experiencing fluctuations in their stock prices [2][12]. - Biopharmaceutical stocks were active, with BeiGene up over 4% [2][14]. Individual Stock Highlights - ZTE Corporation saw a significant decline of over 7%, with a market capitalization of 159.77 billion HKD [17][18]. - ZTE's revenue for the first half of the year was 71.553 billion CNY, a year-on-year increase of 14.51%, while net profit decreased by 11.77% [20]. - The stock price of ZTE has risen approximately 52% over the past three months, driven by optimism surrounding AI and ASIC chip growth, but recent earnings fell short of expectations [20]. Future Outlook - Market analysts suggest that tactical opportunities may arise from index pullbacks, as factors constraining the Hong Kong market are showing signs of marginal improvement [22]. - Recommendations include actively exploring investment opportunities in technology, non-ferrous metals, and non-bank sectors, while maintaining long-term positions in essential consumer goods and high-dividend strategies [22].