港股吸睛！韩国股民持续“扫货”

Group 1 - The core viewpoint of the articles indicates that the Hong Kong stock market is experiencing a significant inflow of southbound funds, particularly favoring the consumer sector and defensive styles ahead of the National Day holiday [1][3][4] - Southbound funds recorded a net purchase of over 40.3 billion yuan in the week leading up to the holiday, with a notable single-day net purchase of nearly 14.2 billion yuan on September 30 [3][4] - The attractiveness of the Hong Kong stock market is attributed to the acceleration of profit recovery and valuation repair, with expectations for a positive fourth quarter driven by improved profit expectations and supportive liquidity conditions [3][4][5] Group 2 - During the holiday period, southbound trading was paused, yet overseas funds, particularly from South Korea, continued to engage in the market, with a total trading volume of approximately 150 million USD from October 1 to 6 [1][5] - The Hang Seng Index showed a slight increase of 0.38% during the period from October 2 to 6, with significant performance in gold stocks and a 1.31% rise in the Hang Seng Tech Index, indicating a diverse market structure [5] - Analysts suggest that the fourth quarter will be a critical phase for the Hong Kong stock market, with a shift in investment logic towards new productive forces and high-quality development, recommending investors to adopt a balanced approach and focus on sectors like technology, high-end manufacturing, and biomedicine [4][5]