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港股市场 | 南向资金流入超154亿,市场情绪积极,指数大幅上涨
Mei Ri Jing Ji Xin Wen·2025-09-30 09:05

Group 1 - The core viewpoint of the article highlights the strong performance of the semiconductor industry, particularly driven by the iteration of AI models reducing computing costs and the robust demand for storage chips [1] - The storage chip concept stocks have shown remarkable performance, with Huahong Semiconductor's stock price surging to a historical high, and the Hang Seng Technology Index closing up by 2.24% [1] - Other sectors such as non-ferrous metals, especially tin and cobalt due to supply contraction expectations, and lithium batteries have also seen significant gains, while traditional sectors like banking, insurance, and oil have declined, impacting the overall index [1] Group 2 - The net inflow of southbound funds exceeded 15.4 billion HKD today, indicating sustained optimism from domestic investors towards the Hong Kong stock market [1] - Market sentiment remains optimistic, with some investors choosing to "hold stocks over the holiday," leading to active trading despite the upcoming long holiday, with a market turnover of 314.926 billion HKD, maintaining a high level [1]