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港股市场节前火爆,恒生科技指数涨超1%
Mei Ri Jing Ji Xin Wen·2025-09-30 01:58

Core Insights - The Hong Kong stock market remains robust, with the Hang Seng Tech Index rising over 1% on the last trading day before the National Day holiday [1] - Southbound capital continues to flow into the Hong Kong stock market, enhancing marginal pricing power [1] Group 1: Market Performance - The Hang Seng Tech Index ETF (513180) and the Hong Kong Stock Connect Tech ETF (159101) both saw increases in line with the index [1] - Leading stocks included Hua Hong Semiconductor, Sunny Optical Technology, and SMIC, with Alibaba rising over 2% during the trading session [1] Group 2: Market Schedule - The Hong Kong stock market will be closed on October 1 (National Day), October 4-5 (Saturday and Sunday), and October 7 (the day after Mid-Autumn Festival), with regular trading resuming on other dates [1] - The Shanghai-Hong Kong Stock Connect will be suspended from October 1-8, resuming operations on October 9 (Thursday) [1] Group 3: Investment Trends - According to Changjiang Securities, the increasing weight of domestic low-interest rates in the ERP model may lead to more capital allocation towards the Hong Kong stock market [1] - The Hang Seng Tech Index ETF (513180) offers a balanced exposure to the Hong Kong tech sector, including AI, chips, and new energy vehicles [2] - The Hong Kong Stock Connect Tech ETF (159101) focuses heavily on leading companies, with Tencent, Alibaba, and Xiaomi accounting for over 44% of its weight [2]