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华泰证券:港股科技板块或依然处在布局区
Mei Ri Jing Ji Xin Wen·2025-09-22 00:57

Group 1 - The core viewpoint of the article highlights the rapid rebound of Hong Kong technology stocks, driven by accelerated domestic AI advancements, with the Hang Seng Technology Index and Hang Seng Hong Kong Stock Connect Technology Index rising nearly 20% since the low in July [1] - Huatai Securities previously indicated that technology will lead the third revaluation of Hong Kong stocks, as negative factors such as the food delivery war are largely priced in [1] - The outlook suggests that with the onset of a new round of monetary easing by the Federal Reserve and advancements in the internet and technology sectors, market sentiment in Hong Kong may continue to improve, indicating that the technology sector remains in a favorable positioning phase [1]