外资或进一步增持，基金经理看好港股三大方向

Core Viewpoint - The Hong Kong stock market is experiencing increased attention from investors, particularly following the initiation of a new interest rate cut cycle by the Federal Reserve, which is expected to enhance liquidity and attract foreign capital into the market [1] Group 1: Market Performance - During the National Day holiday, the A-share market was closed, leading to heightened focus on the performance of the Hong Kong stock market [1] - The Hang Seng Index rose over 1.6% on October 2, but subsequently faced three consecutive days of adjustment [1] Group 2: Investment Sentiment - There is a consensus among public fund institutions to increase allocations to the Hong Kong stock market, driven by its valuation advantages and close linkage to the mainland economy [1] - Industry insiders indicate a significant increase in the willingness of external funds to flow into the Hong Kong stock market, suggesting that Chinese assets represented by Hong Kong stocks may see further accumulation by foreign investors [1]