美联储降息25个基点，哪些资产值得关注？

Group 1 - The core viewpoint highlights that during historical interest rate cut cycles, the Nasdaq 100 index has shown strong performance, particularly when the stock market is in an upward trend [5][6] - The Nasdaq index has significantly outperformed the S&P 500 in the past year during rising market conditions, with a notable increase of 2059 points [5] - The article discusses the negative correlation between U.S. Treasury yields and the Hong Kong technology index, suggesting that lower interest rates may enhance the attractiveness of Hong Kong stocks to foreign investors [8][10] Group 2 - The Hong Kong technology sector has shown impressive growth, with year-to-date returns of 45.34%, outperforming the Hang Seng Technology Index which recorded 34.04% [10] - The maximum drawdown for the Hong Kong technology sector this year was -27.16%, which is slightly better than the Hang Seng Technology Index's -27.91% [10] - The influx of southbound capital into Hong Kong has exceeded 1 trillion HKD this year, indicating strong foreign interest in the market [8]