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港股科技双雄齐挫!港股互联网ETF(513770)回调2.6%
Xin Lang Cai Jing·2025-09-26 12:16

Group 1: Market Overview - The Hong Kong stock market experienced a broad adjustment, with the Hang Seng Index falling by 1.35%, and the Hang Seng Technology and Biotechnology indices dropping by 2.89% and 2.44% respectively [1][3] - Major technology stocks, including Alibaba and Xiaomi, saw significant declines, with Alibaba down 3.2% and Xiaomi plunging 8% [1] - The Hong Kong Internet ETF (513770) closed down 2.6%, ending a two-day winning streak, indicating a shift in market sentiment [1] Group 2: Innovation Drug Sector - The innovation drug sector also faced a downturn, with major players like 3SBio and BeiGene dropping by 5.32% and nearly 2% respectively [3] - The Hong Kong Innovation Drug ETF (520880) closed down 1.44%, with a trading volume of 410 million yuan, reflecting increased market activity [3][6] - Despite the overall decline, there was a notable recovery in the ETF's performance, with the drop narrowing from over 2.5% to 1.44%, suggesting some investor interest in perceived undervalued assets [6] Group 3: External Influences - Recent comments from Federal Reserve officials indicated significant disagreement regarding future interest rate cuts, impacting short-term market sentiment [5] - The announcement of a 100% tariff on pharmaceutical products by the U.S. government is expected to negatively affect sentiment in the pharmaceutical sector, although it may not directly impact Chinese innovation drug companies [6] Group 4: Future Outlook - Analysts maintain a bullish long-term outlook for the Hong Kong stock market, suggesting a potential slow upward trend in the near term [7] - The internet sector is viewed as a resilient investment theme, with expectations that AI developments will reshape the competitive landscape [6][7] - The innovation drug sector is also seen as a strategic investment opportunity, with analysts suggesting that September may present a good entry point for investors [7]