美联储降息预期再升温，百度传昆仑芯拆分上市消息，恒生科技指数高开

Group 1 - The Hang Seng Tech Index opened slightly higher by 0.08% on December 8, with the Hang Seng Tech Index ETF (513180) and the Hong Kong Stock Connect Tech ETF (159101) showing minor gains [1] - Baidu Group saw a 3.29% increase at the opening due to the news regarding Kunlun Chip's independent listing evaluation [1] - Other companies such as Horizon Robotics, Xpeng Motors, and Hua Hong also opened slightly higher [1] Group 2 - On December 6, the U.S. released the delayed September Core PCE inflation data, showing a year-on-year increase of 2.8%, marking a five-month low and reinforcing the probability of interest rate cuts [1] - According to CME prediction data, the probability of a 25 basis point rate cut has risen to 88% [1] Group 3 - Jianyin International stated that while the valuation repair of Hong Kong stocks is largely complete, the investment logic has shifted from traditional valuation repair to a revaluation based on new productive forces and high-quality development [1] - There is potential for moderate expansion or improvement in both valuation and earnings by 2026 [1]