港股收评：恒科指涨1.2%，科技金融齐升，有色金属股活跃！

Market Overview - The market sentiment has improved significantly due to easing geopolitical tensions and expectations of interest rate cuts by the Federal Reserve [1] - The Hang Seng Index rose by 0.69%, surpassing 26,000 points at one point, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index increased by 0.87% and 1.2%, respectively [1][2] Sector Performance - Large technology stocks continued to rise, with significant gains in major companies such as Baidu, Xiaomi, Alibaba, and JD.com [4] - Financial stocks, including banks, insurance, and brokerage firms, generally saw increases [2] - Precious metals and non-ferrous metal stocks performed well, driven by the rising expectations of a Federal Reserve rate cut [2][12] Notable Stocks - Baidu's stock price increased by 4.56% after Morgan Stanley raised its target price to $188, citing Baidu's transformation into an AI infrastructure provider [4][5] - Xiaomi's stock rose by 4.35% as its founder invested over HKD 100 million to increase his stake [4][5] - Other notable performers included Bilibili, which rose by 5.22%, and NIO, which increased by 3.04% [5][6] Investment Trends - Southbound funds recorded a net inflow of HKD 11.166 billion, indicating strong investor interest in Hong Kong stocks [9] - The market is expected to recover from recent declines, as the current downturn reflects irrational panic rather than fundamental issues [11] Industry Insights - The battery and lithium battery sectors saw gains, with Tianqi Lithium and Ganfeng Lithium rising over 4% and 3%, respectively [6] - The aviation sector faced pressure, with China Eastern Airlines and Air China experiencing declines due to a significant increase in flight cancellations to Japan [7][8]