智通财经网·2026-01-06 01:43Group 1 - The Hang Seng Index opened up by 0.59%, and the Hang Seng Tech Index rose by 0.79%, with active performance in insurance stocks, lithium mining stocks, and tech stocks [1] - Guotai Junan Securities believes that the current rise in Hong Kong stocks is supported by fundamentals, with signs of structural recovery in profitability starting from the second half of 2024, driven by stabilization in both domestic and external demand [1] - The weighting of new economy-related stocks in the Hang Seng Index has increased from 17% to nearly 50%, indicating a shift towards hard technology sectors such as AI applications, new energy, and semiconductors [1] Group 2 - Guolian Minsheng Securities forecasts that the domestic economy will experience a weak recovery in 2026, benefiting Hong Kong stocks, with an expected inflow of 630 billion to 1,050 billion HKD from southbound funds [2] - The performance of Hong Kong stocks during the New Year holiday is expected to influence the A-share market post-holiday, with a historical correlation coefficient of about 0.5 between the Hang Seng Index's performance during this period and the subsequent performance of the Shanghai Composite Index [2]