南向资金周爆买440亿港元！港股科技50ETF（159750）10日吸金超3.3亿元

Group 1 - Hong Kong stocks opened higher, with significant gains in the semiconductor and internet sectors, including companies like Hua Hong Semiconductor, Kuaishou-W, Alibaba-W, JD Group-SW, and Meituan-W, all rising over 2% [1] - The Hong Kong Technology 50 ETF (159750) received a net subscription of over 16 million CNY during the morning session, with a total net subscription exceeding 330 million CNY over the past 10 trading days [1] - On September 26, southbound funds net purchased Hong Kong stocks worth 10.541 billion HKD, with Alibaba receiving a net purchase of 2.412 billion HKD; the cumulative net purchase for the year reached 115.3689 billion HKD, significantly surpassing last year's total [2] Group 2 - Morgan Stanley increased its stake in Alibaba from 6.81% to 12.29% as of September 22, acquiring 2.345 billion shares at an average price of 159.2641 HKD [3] - The market is awaiting the U.S. non-farm payroll data, which will be released on October 3, as it is a key indicator for assessing the health of the U.S. job market and will influence expectations regarding Federal Reserve interest rate cuts [3] Group 3 - Huatai Securities noted that the impact of major overseas events, such as U.S. non-farm data and Japanese elections, on Hong Kong stocks during the National Day holiday is expected to be limited; historical data shows a high probability of Hong Kong stocks rising during long holidays [4] - The Hong Kong Technology 50 ETF tracks the Hong Kong Technology Index, focusing on sectors like internet, automotive, semiconductors, and innovative pharmaceuticals, and has historically outperformed the Hang Seng Technology Index [4]