港股“吸金”超千亿，外资重仓押注科技AI新蓝海

Group 1 - The Hang Seng Index has seen a year-to-date increase of 29.09% as of November 25, driven by factors such as rising expectations of overseas interest rate cuts, continuous inflow of southbound funds, expansion of quality assets, and the development of the AI industry [1] - International investors have shown high enthusiasm for large IPOs and placement projects in the Hong Kong stock market, with a total equity financing amount of HKD 543.69 billion in 2023, representing a year-on-year increase of 264.79% [1] - The number of cornerstone investors in Hong Kong IPOs has reached 495, with 71 companies involved, indicating strong interest from international long-term funds [2] Group 2 - The Hong Kong government has reported a significant increase in bank deposits, which rose over 10% to more than HKD 19 trillion this year, reflecting the city's status as a safe haven for international capital [3] - Foreign institutions are increasingly interested in Hong Kong stocks, particularly in technology and AI sectors, with expectations of a prosperous year ahead for the Chinese stock market [3] - Goldman Sachs has identified 50 stocks across 21 sub-industries with a total return of 68% over the past year, indicating strong performance and confidence in the Hong Kong stock market [4] Group 3 - Major foreign institutions have raised target prices for several Hong Kong-listed companies, including Tencent and Bilibili, reflecting a positive outlook for the market [4] - The influx of foreign capital, the rise of technology and AI themes, and strong policy support are expected to sustain the positive momentum in the Hong Kong stock market [4]