港股开盘 | 恒指高开0.9% 锂电池板块活跃 宁德时代涨近3%

Market Overview - The Hang Seng Index opened up by 0.9%, while the Hang Seng Tech Index rose by 1.02% [1] - Precious metals stocks, such as Zhaojin Mining and Zijin Mining, saw gains of approximately 2% and over 3% respectively [1] - The lithium battery sector was active, with CATL increasing by nearly 3% and Ganfeng Lithium rising by over 2% [1] Future Outlook for Hong Kong Stocks - Everbright Securities believes there is significant room for the index to rise compared to previous bull markets, but the duration of the bull market may be more important than the magnitude of the increase under the "slow bull" policy guidance [1] - Short-term market dynamics may lack strong catalysts, and investors may adopt a more cautious approach as year-end approaches, leading to a period of consolidation [1] - Guotai Junan Securities indicates that the recent short-term adjustments could pave the way for market growth in 2026, with over 110 billion RMB of net inflow from southbound funds into the Hong Kong stock market in November [1] - The persistent reverse accumulation of southbound funds during market declines reflects ample liquidity and a strong intent to position in Hong Kong stocks at lower levels [1] - The firm predicts that the Hong Kong stock market could operate between 30,000 and 32,000 points in 2026 [1] Valuation Recovery - CITIC Securities anticipates a second round of valuation recovery for Hong Kong stocks in 2026, driven by a resonance of internal and external factors [1] - For investment in Hong Kong stocks in 2026, the focus should be on "earnings certainty + valuation elasticity," identifying opportunities in four key sectors: technology, pharmaceuticals, resource products, and essential consumer goods [1]