英伟达财报大超预期！港股科技或将企稳？

Core Insights - Nvidia's earnings report exceeded expectations, potentially stabilizing global tech stocks [2] - The Hong Kong stock market remains relatively stable despite recent fluctuations in tech stocks [1] Market Analysis - The Hong Kong tech sector has faced recent volatility due to three main factors: profit-taking after a rapid rise in Q3, slowing sales growth in the new energy vehicle sector, and fluctuations in the US dollar index and US stock market [1] - Despite these challenges, the fundamentals of major Hong Kong internet companies remain resilient, with Tencent and Xiaomi showing strong operational performance in their Q3 reports [1] Future Outlook - The Federal Reserve is expected to continue its rate cuts in December, which could benefit growth and tech sectors, making Hong Kong tech stocks more attractive compared to A-shares [1] - Following Nvidia's strong earnings, the valuation of Hong Kong tech stocks is currently lower than 85% of the past five years, suggesting a potential opportunity for long-term investment [2]