港股市场速览：科技与金融带动资金流出

Investment Rating - The report maintains an "Outperform" rating for the Hong Kong stock market [4] Core Insights - The Hong Kong stock market is experiencing a gradual pullback, with the Hang Seng Index down by 1.1% and the Hang Seng Tech Index down by 2.4%. The mid-cap stocks outperformed large-cap and small-cap stocks [1] - The report highlights a mixed performance across various sectors, with the healthcare sector showing strength, while technology and financial sectors are experiencing capital outflows [2][3] Summary by Sections Market Performance - The Hang Seng Index closed at 23,690, reflecting a decline of 1.1% for the week, but a gain of 20.1% over the past 13 weeks [12] - The Hang Seng Tech Index saw a decrease of 4.1% this week, but has increased by 26.9% over the last 13 weeks [12] Sector Performance - Among the sectors, the best performers included basic chemicals (+4.8%), healthcare (+3.9%), and agriculture (+3.8%), while the worst performers were electronics (-5.8%) and power equipment & new energy (-5.2%) [1] - The report indicates that 11 sectors saw an increase, 18 sectors saw a decrease, and 1 sector remained flat in terms of performance [1] Capital Flow - The average daily capital outflow from the Hong Kong stock market was -3.8 million HKD, an improvement from -6.4 million HKD the previous week [2] - The healthcare sector saw a daily capital inflow of +0.7 million HKD, while the electronics sector experienced a significant outflow of -3.5 million HKD [2] Earnings Forecast - The report notes that the earnings per share (EPS) forecast for the steel sector has been revised upward by 10.2%, indicating strong performance expectations [3] - In total, 14 sectors had their EPS forecasts revised upward, while another 14 saw downward revisions [3]