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港股三大指数周内齐升 机构料长期向上逻辑稳固
Zhong Guo Xin Wen Wang·2025-10-24 21:26

Core Viewpoint - The Hong Kong stock market showed strong performance from October 20 to 24, with all three major indices rising significantly, indicating positive market sentiment and potential investment opportunities in the technology sector [1] Market Performance - The Hang Seng Index increased by 3.62%, closing at 26,160.15 points - The Hang Seng Tech Index rose by 5.2%, closing at 6,059.89 points - The China Enterprises Index gained 3.91%, closing at 9,363.94 points [1] Sector Highlights - Technology-related sectors were the main focus, with notable gains in leading companies such as SenseTime (up 2.95%), Alibaba (up 2.25%), and Kuaishou (up 2.04%) - Semiconductor stocks also performed well, with Hua Hong Semiconductor leading the way with a 13.73% increase, while SMIC, InnoCare, and Shanghai Fudan also saw significant gains [1] Future Outlook - Multiple institutions provided positive forecasts for the Hong Kong stock market - Dongwu Securities indicated that despite potential short-term volatility, the long-term upward trend remains intact, particularly favoring the artificial intelligence (AI) sector - They noted that the Hang Seng Tech Index has shown opportunities for accumulation during its adjustments, with a solid long-term growth logic [1] - China Merchants Securities emphasized that AI continues to be a clear mainline for the Hong Kong stock market, with the internet sector expected to benefit, and highlighted that the current valuations of the tech sector are relatively low historically [1]