两公司纳入港股通标的 机构：港股正进入“布局区”

Group 1 - The Hong Kong stock market has entered a "layout zone," indicating a potential opportunity for investors to gradually build positions [1][6]. - The Hang Seng Index opened at 25,452.87 points, up 232.85 points, reflecting a 0.92% increase [1]. - Sany Heavy Industry and Cambridge Technology have been added to the Hong Kong Stock Connect list, effective from November 24, 2025, which may enhance their market visibility and liquidity [5]. Group 2 - The Hang Seng Technology Index rose to 5,456.61 points, up 61.12 points, or 1.13% [4]. - Li Auto announced its inclusion in the Hang Seng Technology Index, effective December 8, 2025, which is expected to broaden its investor base and increase trading liquidity [3]. - The market saw a general rise in tech stocks, with notable increases in companies like NetEase and Baidu, indicating positive sentiment in the sector [6]. Group 3 - Huatai Securities noted that the sentiment indicator for Hong Kong stocks remains in a pessimistic range, suggesting that the risks are balanced, and it may be a good time for left-side investors to start accumulating positions [6]. - The macroeconomic data has shown signs of weakness, leading to concerns about the divergence between fundamentals and the stock market, but the outlook for Hong Kong companies remains optimistic with projected earnings growth [6]. - CITIC Securities suggested that the current market conditions present an opportunity for investors to reallocate to A-shares and Hong Kong stocks, focusing on resource and traditional manufacturing sectors [7].