这一板块，逆市大涨！

Group 1: Market Overview - The Hong Kong stock market experienced a cautious sentiment with mixed performance among the three major indices, where the Hang Seng Index rose by 0.07% and the Hang Seng Technology Index fell by 0.36% [2] - Southbound capital saw a net inflow of 1.3 billion HKD today, indicating continued interest from mainland investors [2] Group 2: New Consumption Concept Stocks - New consumption concept stocks surged against the market trend, with notable gains from companies like Pop Mart, which rose over 6%, and others such as Lao Pu Gold and Miniso, which increased by 4.45% and 2.73% respectively [7] - A recent policy initiative from six Chinese ministries aims to enhance the supply-demand match in consumer goods, targeting the cultivation of three trillion-level consumption sectors and ten billion-level consumption hotspots by 2027 [7][8] Group 3: Technology Sector Performance - Major technology stocks showed a mixed performance, with Xiaomi, JD.com, and Meituan rising by 2.49%, 1.22%, and 0.19% respectively, while Alibaba, Baidu, and Tencent saw declines of 2.71%, 1.57%, and 1.29% [5][6] - Analysts from Dongwu Securities noted that the AI industry trend is irreversible, and leading tech companies in Hong Kong are expected to benefit significantly from this acceleration [5] Group 4: Innovative Pharmaceutical Sector - The innovative pharmaceutical sector showed signs of recovery, with stocks like Lai Kai Pharmaceutical and Sanleaf Bio rising by 16.07% and 10.08% respectively [11][12] - A report from Founder Securities highlighted that Chinese pharmaceutical companies are gaining global competitiveness in advanced technology fields, and the market is expected to recognize the value of early-stage innovative pipelines [11] Group 5: Commodities Sector - The commodities sector remained active, driven by rising expectations for a Federal Reserve rate cut, with companies like China Silver Group and Jihai Resources increasing by 3.08% and 3.03% respectively [13][14] Group 6: IPO Activity - The online market operator Quantitative派 saw its stock price surge by 88.78% on its first day of trading on the Hong Kong Stock Exchange, raising approximately 131 million HKD through its IPO [16]