Core Viewpoint - The expectation of a Federal Reserve interest rate cut has boosted market sentiment in Hong Kong, leading to a significant rise in the Hong Kong stock market, particularly in the internet sector [1] Group 1: Market Performance - The Hong Kong stock market opened high and continued to rise, with the Hong Kong Internet Index reaching a near 3% increase [1] - The Hong Kong Stock Connect Internet ETF (159792) saw a peak increase of 3.31% during trading, with a transaction volume exceeding 2.7 billion yuan, making it the top-performing ETF in its category [1] - The latest scale of the Hong Kong Stock Connect Internet ETF reached 89.095 billion yuan, marking it as the largest cross-border ETF in the market [1] Group 2: Key Stocks Performance - Among the ETF's constituent stocks, SenseTime surged over 14%, Kingsoft Cloud increased by over 8%, and both Alibaba and Meituan rose by more than 5% [1] Group 3: Federal Reserve Meeting - The market is anticipating the results of the Federal Reserve's September meeting on September 18, with a 96.1% probability of a 25 basis point rate cut and a 3.9% chance of a 50 basis point cut, which is expected to provide strong support for the Hong Kong stock market if realized [1] Group 4: Investment Opportunities - The Hong Kong Stock Connect Internet ETF closely tracks the Hong Kong Stock Connect Internet Index, which includes leading internet technology companies such as Meituan, Alibaba, and Tencent [1] - Investors without on-site accounts can explore investment opportunities through linked funds (e.g., class 014673; class 014674) [1]
美联储降息预期升温,港股通互联网ETF(159792)盘中涨幅达3.31%