海外利空突袭，“港股科技双雄”携手下探，低吸资金涌动！机构：港股补涨动力仍足

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 tech stocks, including Alibaba and Xiaomi, saw significant declines, with Alibaba down 3.2% and Xiaomi plunging 8% [1][5] - The Hong Kong Internet ETF (513770) closed down 2.6%, ending a two-day upward trend, despite active buying interest [1] Group 2: Innovation Drug Sector - The innovation drug sector faced another round of adjustments, with major stocks like 3SBio and BeiGene dropping by 5.32% and nearly 2% respectively [3][6] - The Hong Kong Innovation Drug ETF (520880) closed down 1.44% with a trading volume of 410 million, indicating increased market activity [3][6] - The announcement of a 100% tariff on pharmaceutical products by the U.S. starting October 1 has negatively impacted sentiment in the sector, although it does not directly affect Chinese innovation drug companies [6] Group 3: Future Outlook - Analysts remain optimistic about the long-term prospects of the Hong Kong stock market, suggesting a potential slow bull market with upward momentum [7] - The internet sector is expected to shift focus from competitive pricing to AI-driven narratives, enhancing growth potential [6][7] - The innovation drug sector is also viewed positively, with September seen as a good opportunity for positioning [7]