Group 1 - The Hong Kong stock market opened lower on September 22, with the Hang Seng Index down 0.32% at 26,459.52 points, and the Hang Seng Tech Index down 0.68% [1] - Technology stocks experienced a broad decline, while innovative drug concepts opened higher, gold stocks rose, and automotive stocks were active [1] - Huatai Securities noted that the recent rally in Hong Kong tech stocks is driven by accelerated domestic AI developments, with the Hang Seng Tech Index and Hang Seng Hong Kong Stock Connect Tech Index rising nearly 20% since July [1] Group 2 - Alibaba and Baidu are competing to develop their own chips, igniting a bullish sentiment for AI, with expectations for the Hang Seng Tech Index to break upward again [2] - The outlook for the market is positive due to the potential for interest rate cuts by the Federal Reserve and continued inflow of southbound capital, suggesting a reconstruction of valuations for the Hang Seng Tech Index [2] - Investors without a Hong Kong Stock Connect account may consider using the Hang Seng Tech Index ETF (513180) to gain exposure to core Chinese AI assets [2]
港股三大指数集体低开，机构：港股科技仍在布局区
Mei Ri Jing Ji Xin Wen·2025-09-22 03:20