港股午评|恒生指数早盘跌2.07% 科技股全线走低

Group 1 - The Hang Seng Index fell by 2.07%, dropping 535 points to 25,300 points, while the Hang Seng Tech Index declined by 3.11% [1] - Technology stocks experienced a broad decline, with Hua Hong Semiconductor and SMIC both dropping over 5%, and Alibaba falling by 4% [1] - Innovative drug concept stocks saw significant declines, with companies like Hengrui Medicine-B and Tiansheng Pharmaceutical-B dropping over 6% and 7% respectively, indicating a cooling in the innovative drug sector [1] - Macau's gaming stocks fell, with expectations of gaming revenue at 236 billion MOP for next year, and Morgan Stanley predicting a slowdown in November's revenue growth [1] - Photovoltaic stocks continued to decline due to weak overall demand, with Xinyi Solar and New Special Energy dropping by 6.07% and 6.5% respectively [1] Group 2 - The weakening of the Federal Reserve's interest rate cut expectations led to the US dollar index surpassing 100 points, putting pressure on non-ferrous metal stocks [2] - Non-ferrous metal stocks, including Luoyang Molybdenum and Jiangxi Copper, both fell over 4%, while lithium stocks like Ganfeng Lithium and Tianqi Lithium saw declines of 10% [2] Group 3 - China Shipbuilding Defense rose by over 3.85%, driven by an upward trend in the shipbuilding industry and increased institutional interest in the military sector [3]