Group 1 - The core viewpoint of the news is that the Hong Kong stock market showed a mixed performance, with significant gains in the pharmaceutical sector and active performance in large internet stocks, as evidenced by the rise in various indices [1] - The CSI Hong Kong Stock Connect Pharmaceutical and Health Comprehensive Index increased by 4.0%, while the CSI Hong Kong Stock Connect Internet Index rose by 1.3%, and the Hang Seng New Economy Index increased by 1.0% [1] - The market sentiment and liquidity environment are currently better than in November, leading to an increased probability of successful investments in Hong Kong stocks [1] Group 2 - Huatai Securities suggests continuing to allocate investments in technology chains with performance expectations, as the liquidity environment may catalyze significant growth in the next quarter [1] - The report emphasizes the need for balanced allocation in cash flow assets considering changes in driving factors and funding attributes [1]
港股板块走势分化,医药、互联网股涨幅居前,港股通医药ETF易方达(513200)标的指数上涨4%
Mei Ri Jing Ji Xin Wen·2026-01-05 11:35