Mei Ri Jing Ji Xin Wen·2025-09-11 05:33Group 1 - The Hang Seng Index slightly declined by 0.29% while the Hang Seng Tech Index fell by 0.09% and the Hang Seng China Enterprises Index dropped by 0.48% during the midday session on September 11, with a market turnover of HKD 176.34 billion [1] - Notable individual stock performances included SMIC rising by 6.05%, SenseTime increasing by 6.00%, Hua Hong Semiconductor up by 5.77%, and Lenovo Group gaining 2.56% [1] - The upcoming important domestic policy meetings are expected to positively impact the fundamentals of Hong Kong stocks, as over 90% of the net profits in the Hong Kong market are contributed by Chinese companies [1] Group 2 - There is potential for increased southbound capital inflow, and a possible interest rate cut by the Federal Reserve may lead to foreign capital returning, which could improve the fundamentals of Hong Kong stocks [1] - The technology sector in Hong Kong is anticipated to be a key focus in the market, driven by the AI cycle, with valuations at historical lows and potential marginal improvements in fundamentals [1] - Hong Kong stocks are expected to benefit from enhanced dividend policies and low interest rates, with new consumption and innovative pharmaceutical assets being relatively scarce compared to A-shares, making them worthy of attention in the second half of the year [1]