港股收评：恒指涨0.85%，金融、石油等权重股活跃，光伏股走弱

Market Overview - The Hong Kong stock market indices collectively rose, with the Hang Seng Index and the Hang Seng China Enterprises Index reaching intraday highs of 1.2%, closing up 0.85% and 0.82% respectively, while the Hang Seng Tech Index saw a modest increase of 0.16% [1][2]. Sector Performance - Large technology stocks exhibited mixed performance; JD Health surged over 5%, Midea Group rose over 4%, while NIO and XPeng Motors fell over 6% and 3% respectively [4][5]. - Home appliance stocks performed strongly, with Hisense Home Appliances leading the charge with an 8.52% increase, followed by TCL Electronics and Midea Group, both rising over 4% [6]. - Aluminum stocks were active, with China Hongqiao rising over 5% to reach a historical high, and China Aluminum increasing over 4% [7][8]. - Gaming stocks saw gains, with Melco International Development up over 7% and Galaxy Entertainment up over 4% [9]. - Insurance stocks strengthened, with China Life rising over 4% and several others increasing by over 3% [10]. - Brain-computer interface concept stocks gained traction, with BrainCo rising over 7% [11][12]. - Solar energy stocks faced significant declines, with GCL-Poly Energy dropping over 7% and several others following suit [13][14]. - Gold stocks generally fell, with Jihai Resources down over 5% [15][16]. Investment Insights - The market outlook suggests potential opportunities due to discrepancies between market expectations and fundamentals, with anticipated benefits from Federal Reserve rate cuts and improved Sino-U.S. relations [18].