Mei Ri Jing Ji Xin Wen·2025-10-14 05:28Group 1 - The Hang Seng Index experienced a slight decline of 0.20% while the Hang Seng Tech Index fell by 1.30% during the midday session, indicating a mixed performance in the market [1] - The Hong Kong Stock Connect Tech ETF (159101) saw a drop of 0.75%, with significant declines in major components such as Hua Hong Semiconductor down 10.36% and SMIC down 5.55% [1] - Despite short-term pressures from the resurgence of the AI narrative in the US stock market, the long-term outlook for Hong Kong's tech sector remains positive due to the acceleration of China's AI progress, suggesting substantial recovery potential for leading tech companies [1] Group 2 - The Hong Kong stock market is showing a clear upward trend driven by global uncertainties, changes in asset demands, and a reinforced tech narrative, making the tech sector an attractive option for investors seeking returns [2] - The tech sector's scarcity, growth potential, and favorable policies position it well for continued valuation recovery and earnings growth, supported by global capital inflows and industrial upgrades [2]