中国资产闪耀市场 恒生科技指数涨3.36% 外资持续“唱多”“做多”

Market Performance - The Hang Seng Index and Hang Seng Tech Index opened high, with the Hang Seng Index rising nearly 2% and the Hang Seng Tech Index increasing nearly 4% during trading [2] - By the end of trading, the Hang Seng Index closed up 1.61% at 27,287.12 points, while the Hang Seng Tech Index rose 3.36% to 6,682.86 points [3][4] Sector Highlights - The semiconductor sector showed strong performance, with the Wind Hong Kong Semiconductor Index rising over 10%. Notable stocks included Junma Semiconductor, which surged nearly 30%, and SMIC, which increased over 12% [4][5] - The electrical equipment sector also performed well, with stocks like Xinyi Solar and China High-Speed Transmission rising over 9% [6][7] - The precious metals sector saw significant gains, with China Silver Group rising over 37% and Tongguan Gold increasing over 15% [8] Foreign Investment Sentiment - Foreign investment sentiment towards Chinese assets has strengthened, with major banks like Goldman Sachs and HSBC reporting increased interest from global investors [2][13] - According to Morgan Stanley, foreign long funds saw an inflow of $1 billion by the end of August, contrasting with a $17 billion outflow last year, indicating a shift in investment strategy [13][14] - A recent survey showed that over half of institutional investors are optimistic about the A-share market, a significant increase from earlier this year [13][14] Economic Outlook - Goldman Sachs raised its 12-month target for the MSCI Emerging Markets Index from 1,370 to 1,480 points, suggesting a potential 10% upside [14] - The demand for storage batteries in China is strong, with leading battery manufacturers operating at full capacity and orders extending into early next year [10]