如何看待近期港股表现亮眼？

Group 1: Market Performance - In September, the Hang Seng Index rose by 17.5%, while the Hang Seng Technology Index increased by 33.5%[1] - The A-share market also saw significant gains, with the CSI 300 Index up by 21.0% and the ChiNext Index up by 37.6%[1] - The top three performing sectors in the Hong Kong market were Consumer Discretionary (30.3%), Healthcare (21.0%), and Information Technology (19.4%) in September[1] Group 2: Economic Factors - The rebound in the Hong Kong stock market was supported by a significant decline in valuations over the past four years, with the Hang Seng Index down 41.3% from its peak on February 21, 2021[2] - The market's strong performance was also driven by the Federal Reserve's interest rate cuts, which improved liquidity conditions for Hong Kong stocks[2] - Strong earnings reports from Hong Kong-listed companies contributed to the market's upward momentum, with a projected profit growth of over 10% for the Hang Seng Index constituents in 2024[11] Group 3: Future Outlook - Domestic policy measures are expected to support further gains in the Hong Kong market, with a series of financial policies announced since September 24 aimed at stabilizing the capital market[25] - The ongoing improvement in overseas liquidity, particularly following the Federal Reserve's rate cuts, is likely to attract foreign capital back to the Hong Kong market[25] - Risks include potential underperformance of the Federal Reserve's rate cuts, insufficient domestic policy support, and slower-than-expected economic recovery[29]