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港股收盘 | 恒指收涨1.43% 新能源方向爆发 有色、医药股等重拾升势
Zhi Tong Cai Jing·2025-09-05 08:58

Market Overview - The Hong Kong stock market rebounded strongly, with the Hang Seng Index rising 1.43% to close at 25,417.98 points, and a total trading volume of HKD 299.95 billion [1] - The Hang Seng Tech Index increased by 1.95%, while the Hang Seng China Enterprises Index rose by 1.34% [1] - The overall weekly performance showed a cumulative increase of 1.36% for the Hang Seng Index and 0.23% for the Hang Seng Tech Index [1] Foreign Investment Trends - The Cathay Pacific Haitong overseas strategy team indicated a potential unexpected return of foreign capital to Hong Kong stocks due to the Federal Reserve's renewed interest rate cuts [1] - The focus of foreign investment is particularly on technology and financial sectors [1] Sector Performance Blue-Chip Stocks - Xinyi Solar (00968) led blue-chip stocks with a 7.54% increase, contributing 1.89 points to the Hang Seng Index [2] - Other notable performers included China Biologic Products (01177) up 6.2% and Hang Lung Properties (00101) up 6.13% [2] New Energy Sector - The new energy sector, including solar and storage, saw significant gains, with companies like China Innovation Aviation (03931) rising 18.37% and New Special Energy (01799) up 17.28% [3][4] - The Ministry of Industry and Information Technology's action plan aims to promote high-quality development in the photovoltaic sector and address low-price competition [4] Innovative Pharmaceuticals - The innovative drug sector rebounded, with companies like 3SBio (01530) increasing by 18.24% [4][5] - The total value of outbound licensing agreements for domestic innovative drugs reached USD 84.53 billion, a 73.2% increase from the previous year [5] Gold Stocks - Gold stocks collectively rose, with Shandong Gold (01787) increasing by 5.87% [6] - The market anticipates a rise in gold prices, with Goldman Sachs predicting potential prices nearing USD 5,000 per ounce [6] Semiconductor Sector - Semiconductor stocks experienced a rebound, with notable increases in companies like InnoCare Pharma (02577) and SMIC (00981) [6] Government Initiatives - The Ministry of Industry and Information Technology and the State Administration for Market Regulation released a plan to stabilize growth in the electronic information manufacturing industry, focusing on high-performance AI servers and chip technology [7]