恒指高开1.28%，科网股继续走高

Core Viewpoint - The Hong Kong stock market is showing long-term investment opportunities despite recent volatility, with institutions suggesting that current adjustments may provide a rare chance for investors to enter at lower prices [1] Group 1: Market Performance - On October 27, the Hang Seng Index opened up by 1.28%, and the Hang Seng Tech Index rose by 2.06%, indicating a strong performance in tech and pharmaceutical stocks [1] - The recent fluctuations in the Hong Kong stock market have highlighted potential long-term investment opportunities [1] Group 2: Institutional Insights - International investment banks are favoring leading internet companies, with Goldman Sachs emphasizing Tencent's unique advantage in "AI technology fully empowering its business lines" and raising its capital expenditure expectations and target price [1] - Although Alibaba is facing short-term profit pressures, analysts point to the potential profitability turnaround of Taobao and Tmall, as well as growth in international cloud services [1] Group 3: Sector Trends - According to China Merchants Securities, AI remains a clear main theme in the Hong Kong stock market, with the internet sector expected to continue benefiting [1] - Guotai Junan Securities anticipates that the Hong Kong stock market may reach new highs in the fourth quarter, driven by the deepening narrative of "AI empowerment," policy support, foreign capital inflow, and sustained southbound fund inflows [1] Group 4: Investment Products - The Hong Kong Stock Connect Technology ETF (159101) covers the entire technology industry chain [1] - The Hang Seng Internet ETF (513330) focuses on leading internet companies [1]