恒生指数跳空大涨创近4年新高，恒生ETF易方达（513210）、恒生中国企业ETF易方达（510900）助力布局港股核心资产

Group 1 - The Hang Seng Index rose by 2.6%, reaching a nearly four-year high, while the Hang Seng China Enterprises Index increased by 2.9%, and the CSI Hong Kong Stock Connect China 100 Index climbed by 2.7% [1] - Huatai Securities analysis indicates that foreign and southbound capital continues to flow in, with the sentiment index returning to a neutral range, leading to an increase in bullish expectations [1] - The Hong Kong stock market is expected to continue its rebound in the first quarter, with a focus on growth potential and a less steep decline [1] Group 2 - Key sectors to watch include the AI chain (semiconductors, software) and innovative pharmaceuticals, with an emphasis on high-quality consumer leaders and an overweight position in the upstream of the cyclical and power chains [1]