港股有望积聚反弹动能,关注港股通50ETF(159712)、港股科技ETF(513020)
Sou Hu Cai Jing·2025-10-21 01:13

Group 1 - The core viewpoint of the articles indicates that the Hong Kong stock market is experiencing a rebound after a period of adjustment, driven by factors such as the easing of the US-China trade dispute and strong performance in the technology sector [1][2]. Group 2 - On October 20, the Hong Kong stock market opened higher and maintained a strong position throughout the day, closing up 2.42% at 25,858.83 points [1]. - Recent discussions between Chinese and US officials regarding bilateral economic relations are seen as constructive, with an agreement to hold new trade consultations soon, which may alleviate short-term market volatility [1]. - The technology sector continues to show robust growth, providing structural opportunities for the Hong Kong stock market despite recent cooling market sentiment [1]. - External liquidity is improving, with continued inflows from foreign and southbound funds, suggesting that Hong Kong stocks still hold valuation advantages [1]. - The expectation of a potential interest rate cut by the US Federal Reserve, driven by easing inflation and economic growth concerns, could further attract foreign investment into the Hong Kong market [1]. - The fourth quarter is anticipated to accumulate favorable factors for the Hong Kong stock market, including the rapid development of the technology sector and improved external liquidity [2].