港股10月“开门红”！科技股大涨，这一龙头股涨超9%

Group 1: Market Overview - On October 2, Hong Kong stocks experienced a strong opening, with all three major indices rising significantly. The Hang Seng Index increased by 1.45% to 27,245.68 points, the Hang Seng China Enterprises Index rose by 1.63% to 9,711.03 points, and the Hang Seng Tech Index surged by 2.66% to 6,637.65 points [2][3]. Group 2: Technology Sector Performance - The technology sector led the gains, with notable increases in several key stocks. Semiconductor company SMIC saw a rise of 9.30%, while Kuaishou-W increased by 6.56%. Other significant performers included Hua Hong Semiconductor and BYD Electronics, both rising over 5%, and NIO-SW and Baidu Group-SW, which rose over 4% [3][5]. Group 3: Gold Stocks Performance - Gold stocks continued their upward trend, with Tongguan Gold rising by 12.18% and Zijin Mining International increasing by 12.02%. Other gold stocks such as Lingbao Gold and Chifeng Jilong Gold also saw gains exceeding 6% [5][8]. Group 4: Semiconductor and Biopharmaceutical Sectors - The semiconductor and biopharmaceutical sectors showed strong performance, with the Wind Hong Kong Semiconductor Index and Wind Hong Kong Biopharmaceutical Index rising by 7.36% and 2.86%, respectively. Notable stocks included Shanghai Fudan and InnoCare Pharma, both rising over 4%, and Clover Biopharma-B, which surged by 22.03% [5][7]. Group 5: Economic Context - The recent Federal Reserve interest rate cuts have driven gold prices higher, with the U.S. government shutdown increasing demand for safe-haven assets. The shutdown has led to hundreds of thousands of federal employees being furloughed, impacting public services and economic data releases [8][9]. Group 6: Future Outlook - Analysts expect that the ongoing interest rate cuts by the Federal Reserve will continue to support gold prices in the medium term. There is a general market expectation for further rate cuts within the year, which will provide a solid foundation for gold's high performance [9].