港股速报｜港股表现分化 恒生科技指数逆势回落

Market Performance - The Hong Kong stock market showed mixed performance with the Hang Seng Index slightly up by 0.24% closing at 26,095.05 points, while the Hang Seng Tech Index fell by 0.37% to 5,624.04 points [1][3] - Trading volume was low, with total turnover at 178.2 billion HKD, a decrease of 22.7 billion HKD from the previous day [1] Sector Performance - The electric vehicle sector negatively impacted the market, with NIO (HK09866) dropping over 6% and XPeng Motors (HK09868) down over 5%. Other notable declines included Meituan (HK03690) and JD Health (06618) both down over 3% [5] - Alibaba saw an increase of over 1%, while Xiaomi and NetEase rose by over 0.9% [5] - The Apple-related stocks were active, with AAC Technologies (HK02018) rising nearly 4% due to news about Apple's first foldable phone, the iPhone Fold, entering engineering validation and pre-production stages [5] Industry Insights - The engineering machinery sector performed well, with SANY Heavy Industry (HK06031) increasing by over 5%. CITIC Securities noted a stable outlook for heavy truck domestic sales and continued export growth, which could support high industry volumes [5] - Southbound capital saw a net inflow of over 4.1 billion HKD into Hong Kong stocks [6] Future Outlook - China Galaxy Securities indicated that market risk appetite is cautious as year-end approaches, suggesting that the Hong Kong market may continue to experience volatility. They recommend focusing on cyclical stocks that may rebound due to rising downstream commodity prices [8] - Investment manager Liu Hui expressed optimism for the long-term outlook of Hong Kong and A-shares, anticipating a weaker dollar in the coming year, which could benefit emerging markets including Hong Kong and A-shares [8]