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港股1630 | 港股反弹 调整结束了？
Mei Ri Jing Ji Xin Wen·2025-09-05 08:49

Market Overview - The A-share market experienced a strong rebound on September 5, with the Shanghai Composite Index recovering the 3800-point mark and the ChiNext Index reaching a new closing high [1] - The Hong Kong stock market also saw a rebound, with the Hang Seng Index closing at 25,417.98 points, up 359.47 points, a gain of 1.43%, and the Hang Seng Tech Index rising to 5,687.45 points, up 108.59 points, a gain of 1.95% [1] Sector Performance - The strongest rebounds were observed in sectors such as photovoltaic solar, semiconductors, non-ferrous metals, pharmaceutical biology, electrical equipment, and national defense [2] - The Wind Hong Kong secondary industry index showed significant gains in non-ferrous metals (5.52%), pharmaceutical biology (5.19%), and electrical equipment (5.00%) [3] Key Stocks - In the photovoltaic solar sector, Kamda Solar (00712.HK) surged over 50%, while GCL-Poly Energy (00451.HK) and Sunshine Energy (00757.HK) rose over 20%, with several other stocks gaining over 10% [2] - In the semiconductor sector, Tianyue Advanced (02631.HK) increased nearly 18%, with slight gains in Huahong Semiconductor (01347.HK) and Shanghai Fudan (01385.HK) [4] - Non-ferrous metals saw significant increases with Tianqi Lithium (09696.HK), Ganfeng Lithium (01772.HK), and Nanshan Aluminum International (02610.HK) all rising over 10% [4] Capital Flow - Southbound capital continued to flow into Hong Kong stocks, with a net buy of 1.494 billion HKD from the Shanghai-Hong Kong Stock Connect and 4.015 billion HKD from the Shenzhen-Hong Kong Stock Connect, totaling a net buy of 5.509 billion HKD [4] Market Outlook - Analysts remain optimistic about the market outlook, with expectations that the high point for Hong Kong stocks will not be reached until the fall, particularly with anticipated interest rate cuts from the Federal Reserve [6] - Specific sectors such as internet, new consumption, innovative pharmaceuticals, and chemical industries are highlighted as potential investment opportunities [6]