港股开盘 | 恒指低开0.34% 贵金属板块走强

Group 1 - The Hang Seng Index opened down 0.34% and the Hang Seng Tech Index fell by 0.7%, with strong performance in the precious metals sector, particularly Zijin Mining and Zhaojin Mining, which both rose over 3% [1] - Dongwu Securities believes that the Hong Kong stock market is still in a long-term upward trend but faces short-term challenges, with strong consensus on domestic fundamentals but mixed views on overseas factors [1] - Huaxia Fund states that the Hong Kong market is highly sensitive to company earnings and macroeconomic data, suggesting that if upcoming economic data exceeds expectations, market forecasts could be significantly revised [1] Group 2 - Tianfeng Securities indicates that the Hong Kong market has a basis for short-term rebound supported by valuation recovery and improved sentiment, but upward momentum is constrained by high overseas interest rates and limited rate cut expectations [2] - Huaxi Securities highlights that the "AI+" logic is catalyzing valuation optimization in the Hong Kong market, with new industry leaders stabilizing under changing consumption patterns, recommending a focus on internet, technology, and emerging consumption sectors [2]