香港利率降至4.25%！这些板块或受益

Core Viewpoint - The Hong Kong Monetary Authority has lowered the base interest rate by 25 basis points to 4.25%, following the Federal Reserve's decision to reduce the federal funds rate target range by the same margin [1] Interest Rate Adjustment - The adjustment is based on a preset formula under the linked exchange rate system, aiming to maintain synchronization between Hong Kong dollar and US dollar interest rates [1] - Banks will make their own decisions regarding deposit and loan rates, considering factors such as interbank market liquidity, interbank offered rates, and their own funding cost structure [1] Market Impact - New economy sectors sensitive to interest rates are expected to benefit first from improved liquidity expectations [1] - The valuation of Hong Kong stocks is currently at a relatively low historical level, making stable dividend-paying stocks more attractive [1] - For instance, the Hong Kong Central Enterprises Dividend ETF (513910) has achieved a dividend yield of 5.70% over the past 12 months as of October 29 [1]