Core Viewpoint - The Hong Kong stock market indices experienced a decline, with the Hang Seng Tech Index dropping over 2%, while the Hang Seng Tech Index ETF (513180) followed suit, indicating a bearish trend in the tech sector [1] Group 1: Market Performance - The Hang Seng Tech Index ETF (513180) saw a significant drop, with major holdings like Baidu Group and JD Group experiencing declines of over 7% and nearly 6% respectively, while JD Health rose over 6% [1] - The overall market sentiment is influenced by the U.S. government's renewed spending and the return of liquidity, which is expected to reverse previous pessimistic trading assumptions [1] Group 2: Future Outlook - Analysts from Western Securities suggest that the return of liquidity in the U.S. could lead to a rebound in risk assets, particularly benefiting the Hong Kong market and the Hang Seng Tech Index [1] - The Hang Seng Tech Index ETF (513180) includes 30 leading tech stocks in Hong Kong, focusing on the AI industry chain, with companies like Alibaba, Tencent, and BYD positioned as potential leaders in China's tech sector [1]
港股再度承压，机构：美元流动性或转宽，重点关注调整至半年线附近的恒生科技
Mei Ri Jing Ji Xin Wen·2025-11-14 05:37