Sou Hu Cai Jing·2025-09-17 06:09Core Viewpoint - The market anticipates a 25 basis point interest rate cut by the Federal Reserve, with some traders betting on a 50 basis point cut, which could further drive capital inflow into the market [1] Group 1: Market Performance - The Hong Kong technology sector experienced a significant rally, with Baidu rising over 19% and other major companies like Alibaba, Meituan, and JD.com also seeing substantial gains [1] - The shift in strategic focus of major internet companies towards the AI sector has been positively received by the market [1] Group 2: Earnings and Growth - According to Industrial Securities, the profitability of Hong Kong stocks is continuously improving, with the Hang Seng Technology Index showing leading growth [1] - Artificial intelligence is becoming a crucial engine for performance growth in the sector [1] Group 3: Investment Opportunities - The Hang Seng Internet ETF (513330) and the Hong Kong Stock Connect Technology ETF (159101) are expected to benefit from the current market dynamics [1]