港股收评：恒科指涨0.9%，黄金股走强，影视股集体回调！

Market Overview - The Hong Kong stock market continued its rebound, with the Hang Seng Technology Index rising by 1.3% at one point and closing up 0.9%, while the Hang Seng Index and the National Enterprises Index increased by 0.31% and 0.28%, respectively, marking three consecutive days of gains [1] - Major technology stocks showed mixed performance, with Bilibili rising over 5% and Xiaomi up over 4%, while Tencent, Alibaba, and JD.com experienced slight declines [4] Sector Performance - The gold sector led the gains, with Zijin Mining International up over 9%, Lingbao Gold up over 7%, and Shandong Gold and China National Gold also seeing increases [5][6] - The building materials and cement sector performed strongly, with China National Building Material rising over 11% and Huaxin Cement up over 2%, driven by improved capacity utilization rates in the industry [7] - The semiconductor sector faced declines, with Aixin Yuan Zhi dropping over 9% and several other semiconductor stocks also experiencing losses [10] Capital Flows - Southbound funds recorded a net inflow of HKD 4.816 billion, with the Shanghai-Hong Kong Stock Connect contributing HKD 2.824 billion and the Shenzhen-Hong Kong Stock Connect adding HKD 1.992 billion [11] Investment Outlook - According to Everbright Securities, the current Hong Kong technology sector has entered a strategic allocation zone characterized by high win rates and high odds, suggesting a favorable environment for medium to long-term investments [13]