Group 1 - The core viewpoint of the news highlights a significant rebound in Hong Kong stocks, particularly in the technology sector, driven by multiple factors including the U.S. "Genesis Project" aimed at transforming scientific research through AI [2] - The Hang Seng Index and Hang Seng Tech Index opened strongly, with notable gains in tech stocks such as Bilibili, Xiaomi, and ZTE [1][2] - Goldman Sachs' chief China equity strategist indicates that the rise in Chinese stocks led by AI is not a bubble, suggesting that tech companies have room to enhance valuations and profits through AI applications [2] Group 2 - The Hang Seng Index and Hang Seng Tech Index experienced declines of 7.58% and 19.26% respectively from October 3 to November 21, indicating a potential for recovery [3] - The valuation of the Hong Kong Stock Connect Technology ETF is at a price-to-earnings ratio of 23.55, which is considered attractive compared to global tech indices like the Nasdaq and ChiNext [3] - Historical performance shows that the Hong Kong Stock Connect Technology Index has outperformed other indices significantly, with a cumulative increase of 164.61% since early 2017, suggesting strong potential for future gains [3]
科技股暴力反弹！恒科跌19%超历史均值，布局时机显现？
Sou Hu Cai Jing·2025-11-25 02:37