Group 1 - The core viewpoint of the report indicates that the "14th Five-Year Plan" released by the 20th National Congress exceeds market expectations, alongside signs of easing US-China relations and strengthened expectations for US Federal Reserve interest rate cuts, which will support the Hong Kong stock market's transition from "suppressed" to "rising" in the fourth quarter [1] - As of October 24, southbound funds have accumulated holdings of 241 million shares in Hong Kong stocks, with a total market value of 1.368 billion HKD, representing a holding ratio of 22.48% [2] Group 2 - Medtronic Technology (2158.HK), an "AI + healthcare" company, has gained significant attention from southbound funds, with net purchases of 609,200 shares on October 24, amounting to a net buy of 3.4663 million HKD, marking 11 consecutive days of net buying and a total net purchase exceeding 100 million HKD [1] - Over the past 30 trading days, southbound funds have cumulatively net bought 14.4 million HKD of Medtronic Technology [1]
“十五五”利好催化港股市场回暖，南向资金连续11日净买入医渡科技