亚太股市集体跳水，恒生科技指数跌超3%，虚拟货币20万人爆仓

Market Overview - Nikkei index experienced a decline of over 3%, becoming the largest drop among major Asia-Pacific indices, with SoftBank falling by 5.8% and Sony and Hitachi dropping by 3.5% and 4% respectively [1] - Hong Kong's Hang Seng Technology Index fell over 3%, while the Hang Seng Index dropped more than 1.7% [2] - South Korean markets also followed the downward trend, with both Kospi indices declining nearly 1%. Samsung Electronics reported its highest quarterly operating profit in over three years but saw its stock price decrease by 2.8% [3] A-share Market Performance - A-share market experienced fluctuations, with the ChiNext Index and the Sci-Tech 50 Index both dropping over 4%. The Shanghai Composite Index fell by 0.62%, and the Shenzhen Component Index decreased by 2.54% [4][5] - The total trading volume in the Shanghai and Shenzhen markets reached 2.60 trillion, an increase of 222.4 billion compared to the previous trading day [4] Sector Performance - The market showed mixed performance, with superhard materials stocks leading gains, while the semiconductor sector faced significant declines, with companies like Wentai Technology hitting the daily limit down [4] - The banking sector saw gains, with Chongqing Bank rising over 6%, while the insurance, coal, and port shipping sectors also performed well [4] Cryptocurrency Market - The cryptocurrency market faced significant declines, with Bitcoin dropping over 3% and Ethereum falling by 5.06% to $4,072.42. Over 20,000 traders experienced liquidation in the past 24 hours [6][7][8] Investment Strategies - Institutions are focusing on three main investment lines: 1. Technology sectors such as semiconductors, chips, AI, and military industry, with recommendations for investing in domestic alternatives related to AI computing power and semiconductor equipment [8][9] 2. Domestic demand sectors including food and beverage, pharmaceuticals, and internet, with a focus on utilizing market volatility for strategic positioning [10][11] 3. Upstream resources like rare earths, copper, aluminum, oil, and gold, with a belief that the recovery of manufacturing activities and accelerated investment will favor these assets [12][13]