恒生科技指数盘中一度涨超1.5%，机构称港股“持股过节”胜率较高

Group 1 - The Hong Kong stock market indices collectively rose, with the Hang Seng Tech Index increasing by 1.5% at one point, driven by solid-state battery stocks and strong performance in gold stocks [1] - Major stocks in the Hang Seng Tech Index ETF (513180) included Kuaishou, Trip.com, Tongcheng Travel, and Alibaba leading the gains, while NIO, Xpeng Motors, and Baidu Group lagged [1] - Historical patterns indicate a "pre-holiday defense - mid-holiday rise - post-holiday switch" calendar effect in the Hong Kong market, with significant inflows into consumer and defensive sectors before the holiday [1] Group 2 - The institution noted that while the closure of the Hong Kong Stock Connect led to a slight increase in correlation with US stocks, internal factors remain more significant than external ones, with investor focus on domestic consumption data and fourth-quarter policy measures [2] - Historical experience suggests a high success rate for "holding stocks over the holiday," recommending a focus on growth and consumer sectors before the holiday, with a shift to defensive strategies afterward [2] - The Hang Seng Tech Index has Alibaba as its largest weighted stock at 9.14%, providing an opportunity for investors without a Hong Kong Stock Connect account to access core Chinese AI assets through the Hang Seng Tech Index ETF (513180) [2]