Mei Ri Jing Ji Xin Wen·2025-09-09 05:29Group 1 - The Hang Seng Index rose by 0.80%, the Hang Seng Tech Index increased by 1.03%, and the Hang Seng China Enterprises Index strengthened by 0.90% during the midday session, with a market turnover of HKD 159.68 billion [1] - The southbound capital has become a stabilizer for the Hong Kong stock market, with a cumulative net inflow exceeding HKD 100 billion since the beginning of the year, particularly benefiting sectors such as commerce and retail, telecommunications, electronics, media, and computer technology [1] - The current interest rate cut cycle by the Federal Reserve is attracting more global allocation funds to the Hong Kong stock market, with historical data indicating that the Hong Kong stock market performs well during preventive interest rate cut cycles [1] Group 2 - The Hong Kong Stock Connect Technology ETF (159101) closely tracks the CSI Hong Kong Stock Connect Technology Index, covering major tech leaders such as Xiaomi, Tencent, Alibaba, Meituan, BYD, SMIC, and BeiGene, with the top five constituents accounting for 57% of the weight [2] - The ETF supports T+0 trading and does not occupy QDII quotas, allowing investors to flexibly apply allocation strategies based on their needs, such as using it as a core holding for growth assets or capturing market trends with high elasticity [2] - The ETF provides a one-stop solution for "software + hardware + new consumption + innovative drugs + new energy vehicles," making it suitable for long-term investors, trend investors, and those looking to smooth risks through dollar-cost averaging [2]