Group 1 - The Hang Seng Index opened up by 0.95%, while the Hang Seng Tech Index rose by 0.46%. Lithium stocks showed strong performance, with Tianqi Lithium up over 6% and Ganfeng Lithium up over 5%. However, tech stocks underperformed [1] - According to China Merchants Securities, the current valuation of the Hong Kong tech sector has dropped to historical lows, with the AH premium nearing historical lows, indicating that Hong Kong tech is significantly undervalued. The strategy of "buying on dips" is considered effective [1] - Huatai Securities noted that during the Spring Festival, there was increased divergence in the Hong Kong market, with AI new forces and internet giants showing contrasting trends. Although consumer data showed positive highlights, it did not significantly boost sector performance, with gains concentrated in tech and cyclical industries. Investors are advised to be cautious of index and Hong Kong Stock Connect adjustments, which may lead to volatility in individual stocks [1] Group 2 - Zhongtai Securities believes that the tech sector's main trend is likely to continue after the Spring Festival, with AI and robotics (core stocks) entering a critical phase of commercialization. Under the influence of long-term capital, tech remains a high-probability direction for investment [1]
港股开盘 | 恒指高开0.95% 锂矿股强势 天齐锂业(09696)涨超6%