地平线机器人涨3.31%，华虹半导体涨2.34%，港股中长期核心逻辑依然稳固

Core Viewpoint - The Hong Kong stock market is experiencing fluctuations, presenting long-term investment opportunities despite short-term volatility. Analysts believe that the current market adjustment may provide a rare chance for investors to enter at lower prices [1]. Market Performance - As of November 28, the Hang Seng Index fell by 0.24% to 25,884.42 points, while the Hang Seng Tech Index slightly increased by 0.11%. The Hang Seng China Enterprises Index decreased by 0.22%. The market's half-day trading volume was HKD 75.494 billion [1]. - Notable performers in the tech sector included Horizon Robotics-W, which rose by 3.31%, and Hua Hong Semiconductor, which increased by 2.34%. ASMPT also saw a rise of 1.15% after completing the sale of a 49% stake in Advanced Packaging Materials International Limited. Conversely, Alibaba Health fell by 2.26%, JD Health dropped by 1.94%, and Kingdee International decreased by 1.19% [1]. Investment Outlook - Multiple institutions indicate that AI remains a clear main theme in the Hong Kong stock market, with the internet sector expected to continue benefiting. Guotai Junan Securities anticipates that the Hong Kong stock market may reach new highs in the fourth quarter, driven by the deepening narrative of "AI empowerment" and policy support, alongside foreign capital inflow and continuous southbound fund inflow, indicating a clear trend of improving liquidity [1]. Related ETFs - Technology Full Industry Chain (Hong Kong Stock Connect) - Hong Kong Stock Connect Technology ETF (159101) [1] - Technology Full Industry Chain (QDII) - Hang Seng Technology Index ETF (513180) [1] - Internet Leaders (QDII) - Hang Seng Internet ETF (513330) [1]