Group 1 - The Hong Kong stock market opened higher on October 27, with technology and semiconductor stocks showing strength [1] - The Hong Kong Stock Connect Technology ETF (513860) rose by 1.96% with a trading volume exceeding 30 million yuan, indicating strong investor interest [1] - Notable performers among the ETF's constituent stocks included Hongteng Precision, which increased by over 7%, and WuXi AppTec and WuXi Biologics, both rising by over 6% [1] Group 2 - According to Xinda Securities, the derivatives market is showing positive signals despite a reduction in positions, with the basis of the Shanghai 50 index futures turning to a premium, indicating improved sentiment in blue-chip stocks [2] - Huatai Securities noted that southbound capital has accumulated inflows exceeding 500 billion HKD since the second half of the year, suggesting a balanced risk outlook in the market [2] - The current high prosperity in sectors such as metals, materials, and energy, along with technology, contrasts with the recent bottoming or upward revision signs in consumer sectors and high-dividend stocks [2]
机构:市场情绪正在升温修复,港股通科技ETF(513860)涨近3%,药明康德涨超6%