外资机构集体看多做多港股

Group 1 - International capital is reassessing and positioning in the Hong Kong stock market, indicated by Alibaba's stock surge and the presence of prestigious cornerstone investors in IPOs [1][4] - The Federal Reserve's interest rate cuts have led to a weaker dollar and declining U.S. Treasury yields, making Hong Kong an attractive destination for global capital inflows [1][2] - The total market capitalization of the Hong Kong securities market reached HKD 46.6 trillion by the end of August 2025, a 47% increase from HKD 31.8 trillion in the same period last year [2] Group 2 - The technology sector in Hong Kong has led the market this year, with the Hang Seng Tech Index rising over 41.5% as of September 24 [3] - International long-term funds are actively subscribing to cornerstone investments in Hong Kong IPOs, with notable companies like CATL and Hengrui Medicine attracting significant interest [4] - Foreign institutional investors are increasingly purchasing quality Hong Kong stocks, with net inflows into offshore Chinese stocks reaching USD 1.86 billion, the highest weekly figure since November of the previous year [4] Group 3 - Major foreign investment banks have recently expressed bullish views on well-known Hong Kong-listed companies, reaffirming buy or outperform ratings for firms like Tencent and BYD [5] - The performance of sectors such as AI, internet, and innovative pharmaceuticals shows strong growth momentum, contributing to the positive outlook for foreign investment in Chinese assets [5]