大涨！突破27000点

Market Overview - On the first trading day of the fourth quarter, the Hang Seng Technology Index surged by 3.36%, while the Hang Seng Index broke through the 27,000-point mark, indicating a strong market opening [1][2]. Stock Performance - The Hang Seng Index closed up 1.61% at 28,287.12 points, the Hang Seng Technology Index rose 3.36% to 6,682.86 points, and the Hang Seng China Enterprises Index increased by 1.77% [2]. - Notable stocks included Kuaishou, which rose by 8.57%, and Alibaba and Tencent, with trading volumes of approximately 17.6 billion and 11.6 billion HKD, respectively, increasing by 3.45% and 2.04% [4][5]. Technology Sector - The technology sector showed strong performance, with major players like Alibaba and Tencent seeing significant trading activity. The valuation of Hong Kong's internet giants is rapidly converging with their overseas counterparts [4]. - Semiconductor stocks experienced a rally, with SMIC rising over 12% and achieving a trading volume of 5.841 billion HKD [7][8]. Chip Sector - The "big three" in the chip sector, including SMIC, Huahong Semiconductor, and Shanghai Fudan, saw increases of 12.70%, 7.13%, and 4.70%, respectively [7][8]. - The launch of OpenAI's video generation model Sora 2 has spurred demand for computing chips, indicating a potential breakthrough in the video generation field [7]. Gold Sector - The gold sector benefited from rising gold prices due to increased demand for safe-haven assets amid U.S. government shutdown concerns and expectations of interest rate cuts by the Federal Reserve [9]. - International gold prices reached approximately 3,922 USD per ounce, with significant increases in gold-related stocks such as China Silver Group, which rose over 30% [9][10]. IPO Activity - Zijin Mining International was announced to be rapidly included in the Hang Seng Composite Index, following a successful IPO that raised 24.984 billion HKD, marking it as the second-largest IPO in Hong Kong for 2025 [11].