Zheng Quan Shi Bao Wang·2025-09-22 00:39Core Viewpoint - The recent rebound of Hong Kong technology stocks is attributed to accelerated domestic AI advancements, with the Hang Seng Tech Index and Hang Seng Hong Kong Stock Connect Tech Index rising nearly 20% since the low in July [1] Group 1: Market Trends - The technology sector is expected to lead the third revaluation of Hong Kong stocks, as negative factors such as the food delivery war are largely priced in [1] - AI models, chip procurement, and capital expenditures are anticipated to accelerate, contributing to positive market sentiment [1] Group 2: Future Outlook - With the onset of a new round of monetary easing by the Federal Reserve and advancements in the internet and technology sectors, there is potential for further improvement in market sentiment for Hong Kong stocks [1] - The technology sector remains in a favorable position for investment opportunities [1]