Mei Ri Jing Ji Xin Wen·2025-09-18 02:48Group 1 - The Hang Seng Technology Index rose over 1.5%, driven by strong performance in the robotics and semiconductor sectors [1] - Key stocks in the Hang Seng Technology Index ETF (513180) include Hua Hong Semiconductor, ASMPT, SMIC, Horizon Robotics, Baidu, and Meituan, with Hua Hong Semiconductor up over 12% and SMIC up over 7% [1] - Southbound funds recorded a net inflow of HKD 9.44 billion on September 17, with SMIC and Hua Hong Semiconductor attracting net purchases of HKD 407 million and HKD 237 million respectively, indicating continued investor interest in self-sufficiency in technology [1] Group 2 - The Federal Reserve's decision to cut interest rates by 25 basis points is seen as beneficial for technology growth sectors in both A-shares and Hong Kong stocks, as it is expected to enhance valuation and reduce financing costs [1] - The semiconductor sector is regaining market focus following TSMC's upward revision of annual performance guidance and optimistic outlooks from SMIC and Hua Hong Semiconductor regarding future orders [1] - The Hang Seng Technology Index has surpassed the 6300-point mark, with expectations of continued inflows from southbound funds and a potential revaluation of technology assets driven by AI narratives [2]