国庆港股走势先扬后抑 主题基金年内最高已赚155% 止盈还是加仓？

Core Viewpoint - The Hong Kong stock market experienced a pullback after reaching new highs, with the Hang Seng Index and Hang Seng Tech Index both declining, but there remains potential for upward movement, particularly in the technology sector [1][2][3]. Market Performance - As of October 8, the Hang Seng Index fell by 0.48% to 26,829.46 points, while the Hang Seng Tech Index decreased by 0.55% to 6,514.19 points [2]. - The Hang Seng Index had previously reached a year-to-date high of 27,381.84 points on October 2, marking a 1.61% increase on that day [2]. - Year-to-date, the Hang Seng Index and Hang Seng Tech Index have risen by 33.75% and 45.79%, respectively [4]. Fund Performance - Several Hong Kong-themed funds have shown outstanding performance, with some achieving returns of up to 155% in the first three quarters of the year [1][4]. - Specific funds, such as the Huatai-PineBridge Hong Kong Advantage Selected Mixed Fund, reported returns of 155.14% and 155.09% for different share classes, ranking third and fourth in the market [4]. Sector Focus - The technology sector, particularly in areas like AI and semiconductor industries, is expected to remain a focal point for investors, with a potential "volatile upward" trend led by industry leaders [1][5][6]. - The innovative pharmaceutical sector has also seen significant gains, with the China Securities Index tracking the Hong Kong Innovative Drug Index showing a year-to-date increase of 118.52% [4]. Future Outlook - Analysts suggest that the Hong Kong market still holds attractiveness due to its focus on core sectors like internet, innovative drugs, and medical biotechnology, with expectations for valuation recovery and capital inflow in the fourth quarter [5][6]. - The Hang Seng Index faces resistance above the 30,000-point mark, which historically has led to significant corrections, necessitating close monitoring of market movements [5].