港股开盘 | 恒生指数开跌0.24% 资源股跌幅居前

Market Overview - The Hang Seng Index opened down 0.24%, while the Hang Seng Tech Index fell by 0.44% [1] - Semiconductor company SMIC continued its upward trend, opening up 0.78% [1] - China Merchants Port dropped by 2.46%, while China Resources Power rose by 4.28% [1] - Resource stocks led the decline, with Zijin Mining falling over 2% [1] Southbound Trading - Southbound trading was closed due to the National Day holiday [2] Company News - Chery Automobile reported total sales of 255,600 vehicles in September, a year-on-year increase of approximately 9%. Among these, 83,500 were new energy vehicles, and 131,400 were exported [3] - Nocoda Technology signed a cooperation agreement with Tsinghua AIR to promote the application of AI products and robotics solutions across various industries [3] - Dongfeng Group submitted an application for the listing of its brand Lantu to the Hong Kong Stock Exchange on October 2, 2025 [4] Institutional Insights - Guoyuan Hong Kong believes that the key focus for the market will continue to revolve around two main lines: the commercialization of AI technology and the improvement of corporate profitability, with performance expectations needing to be validated by subsequent financial reports [5] - Fund manager Tian Ximeng from the Fortune China Securities Hong Kong Stock Connect Internet ETF stated that global capital reallocation is expected to open a repricing window, benefiting quality industries in Hong Kong if risk appetite improves [5] - HSBC Jintrust Fund manager Xu Tingquan noted that the valuation of the Hong Kong tech sector remains significantly advantageous, with the Hang Seng Tech Index's price-to-earnings ratio at 23.32 times, positioned at the 32.84% percentile over the past five years, indicating a historical relative low [5]