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海内外多重积极信号来袭,提振市场风险偏好,港股有望重拾上升动力
Sou Hu Cai Jing·2025-10-28 01:53

Group 1 - The Hong Kong stock market opened higher with the Hang Seng Index rising by 0.28% to 26,508.75 points, the Hang Seng Tech Index up by 0.45%, and the National Enterprises Index increasing by 0.24% [1] - Technology stocks showed mixed performance, with electric equipment stocks generally rising, while gold stocks experienced declines [1] - The China Securities Regulatory Commission indicated that the easing of US-China relations has improved overseas market risk appetite, and the "14th Five-Year Plan" proposals are expected to enhance market clarity and risk appetite in the short term [1] Group 2 - The upcoming "14th Five-Year" policy catalysts, along with events like the APEC summit and potential interest rate cuts by the Federal Reserve, are expected to attract funds back into the market, boosting risk appetite and trading activity [2] - The Hong Kong technology sector is anticipated to benefit from the current trends in AI, with foreign capital inflows potentially exceeding expectations due to the backdrop of interest rate cuts [2] - Investors without a Hong Kong Stock Connect account may consider using the Hang Seng Tech Index ETF (513180) to gain exposure to core Chinese AI assets [2]