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Group 1: Hong Kong Stock Market Performance - The Hong Kong stock market has seen a significant rise since September 5, with the Hang Seng Technology Index surging by 4% recently, and the Hang Seng Index briefly surpassing 27,000 points [1] - Baidu's stock has increased by 54% in September, reaching a new high for 2023, while Alibaba's market capitalization has returned to 3 trillion HKD, marking a near four-year high [1] - The semiconductor sector has also experienced a rebound, particularly after news that Alibaba and Baidu have begun using self-developed chips for AI model training, leading to accelerated growth in the sector [1] Group 2: Semiconductor Index and ETF Performance - The semiconductor index has shown a trend of "buying more as prices rise," with the China-Korea Semiconductor Index leading with a 16% increase and attracting 290 million CNY in net inflows [2][4] - The China-Korea Semiconductor ETF (513310) has seen a net inflow of 374 million CNY over six consecutive days, making it the top performer in its category [6][8] - The China-Korea Semiconductor Index combines 15 leading semiconductor stocks from both China and South Korea, highlighting the complementary strengths of both countries in the semiconductor industry [11] Group 3: Foreign Investment in Hong Kong Stocks - Foreign investors have been significant buyers in the Hong Kong stock market, particularly noted during a recent surge in the Hang Seng Technology Index, with Baidu and Alibaba attracting substantial capital inflows [12] - Despite a net inflow of 1.2 billion USD from mainland "southbound funds," the majority of buying activity was attributed to foreign investors, indicating a shift in market dynamics [12] - The performance of major tech stocks like Alibaba and Baidu remains strong, with their price-to-earnings ratios still at historically low levels, suggesting potential for further growth [13][15]