Group 1 - The Hong Kong stock market indices collectively rose, with the Hang Seng Index increasing by 0.22%, the Hang Seng Tech Index by 0.02%, and the Hang Seng China Enterprises Index by 0.27% as of midday close [1] - The technology sector is expected to maintain relative resilience amid declining liquidity risks, supported by policy emphasis on innovation and the focus on cutting-edge technology related to "new productive forces" [1] - The Hang Seng Index's forward P/E ratio is currently at 12.7 times, having corrected by 5% from its highest point this year, indicating a potential period of market sentiment stabilization [2] Group 2 - Notable investment targets include the Hang Seng ETF (159920), the Hang Seng Tech Index ETF (513180), and the Hang Seng China Enterprises ETF (159850) [3] - The "tech + dividend" barbell strategy remains effective, with traditional dividend sectors such as banking, insurance, telecom, utilities, and energy being defensive options, while the consumer sector also warrants attention [2]
短期港股市场情绪或将进入震荡修复期，聚焦恒生ETF（159920）、恒生国企ETF（159850）一键布局
Sou Hu Cai Jing·2025-12-17 05:52