资讯日报-20250624

Market Performance - The Hang Seng Index closed at 23,689, up 0.67% for the day and up 18.09% year-to-date[3] - The Hang Seng China Enterprises Index rose 0.82% to 8,597, with a year-to-date increase of 17.94%[3] - The Hang Seng Tech Index increased by 1.05% to 5,187, with a year-to-date gain of 16.09%[3] - The Dow Jones Industrial Average rose 0.89% to 42,582, with a year-to-date increase of 0.09%[3] - The S&P 500 gained 0.96% to 6,025, up 2.44% year-to-date[3] - The Nasdaq Composite increased by 0.94% to 19,631, with a year-to-date rise of 1.66%[3] Sector Highlights - Southbound capital net purchases amounted to HKD 7.965 billion[9] - Major tech stocks mostly turned from decline to increase, with Meituan and Kuaishou rising over 2%[9] - Semiconductor stocks performed strongly, with Hongguang Semiconductor up nearly 8% and SMIC up 4.56%[9] - Biopharmaceutical stocks rebounded, with Junshi Biosciences rising over 8%[9] - Wind power stocks surged, with Goldwind Technology up over 7%[9] Future Outlook - Haitong Securities anticipates that the Hong Kong stock market may shift from an upward trend to a phase of consolidation in Q3, but the logic for increasing allocations remains unchanged[9]