Group 1 - The Hang Seng Technology Index has officially broken through the previous high, reaching above 6200 points, with a notable increase of nearly 2.5% [1][2] - The technology sector in Hong Kong is experiencing a surge, particularly in AI core assets, with significant inflows from southbound funds, totaling a net purchase of 10,841.63 million HKD year-to-date [1] - Major stocks such as Baidu, NIO, JD.com, SMIC, and Meituan have led the gains, with Baidu seeing an increase of over 11% at one point [1] Group 2 - The continuous inflow of southbound funds and the potential initiation of a new interest rate cut cycle in the US may lead to a "catch-up" rally for the Hang Seng Technology Index in September [2] - The ongoing anti-involution policies, combined with Alibaba's better-than-expected earnings report and rapid iterations in AI models, suggest a potential revaluation for the Hang Seng Technology Index [2] - Investors without a Hong Kong Stock Connect account can consider the Hang Seng Technology Index ETF (513180) to gain exposure to China's AI core assets [2]
南向资金盘中净买入超30亿港元，恒生科技指数正式突破前高，冲击“四连阳”
Mei Ri Jing Ji Xin Wen·2025-09-17 02:36