Group 1 - The Hong Kong stock market indices collectively rose on September 15, with the lithium battery sector strengthening and new energy vehicle stocks performing actively [1] - The Hang Seng Technology Index ETF (513180) rose over 1.5%, with leading stocks including Bilibili, NIO, Hua Hong, Li Auto, BYD, and Alibaba [1] - The Hong Kong Stock Connect Automotive ETF (159323) saw an increase of over 2%, with top-performing stocks such as Zhejiang Shibao, Nexperia, and Ganfeng Lithium [1] Group 2 - Huatai Securities noted that the market has fully priced in a rate cut in September, with expectations of cumulative rate cuts of about three times by 2025, while the main divergence lies in whether a rate cut will occur in October [1] - The employment market's performance will be a crucial determining factor, with expectations of two rate cuts in 2025 unless the employment market slows more than anticipated, which could increase the probability of three cuts within the year [1] - Guotai Junan Securities highlighted that the dovish stance from Powell has led to a depreciation of the US dollar and a decline in US Treasury yields, alleviating liquidity pressure on the Hong Kong dollar [2]
美联储重磅决议公布在即，多家机构称降息或利好恒生科技
Sou Hu Cai Jing·2025-09-15 03:17