恒指收涨215点，两日累升575点

Market Overview - The Hang Seng Index rose by 215 points, marking a two-day cumulative increase of 575 points or 2.3% [2][3] - The total market turnover was 2860.43 million HKD, with a net inflow of 167.05 million HKD from northbound trading [2] Macro & Industry Dynamics - The Hong Kong government is actively promoting smart city development, leveraging data and artificial intelligence to enhance urban management and decision-making [6] - The Hong Kong Monetary Authority is consulting the public on the second phase of the Sustainable Finance Classification Directory, aiming to expand the number of covered industries to six, including manufacturing and information technology [7] - In August, China's exports in USD terms increased by 4.4%, falling short of market expectations, while imports rose by 1.3% [8] - The retail sales of new energy vehicles in China grew by 7.5% year-on-year in August, with a penetration rate of 55.2% [9] Company News - Dongfeng Motor Group reported a 5% decline in total vehicle sales for the first eight months of the year, while new energy vehicle sales increased by 38.2% [10] - Semiconductor Manufacturing International Corporation plans to acquire a 49% stake in Northern Semiconductor, enhancing its asset quality and business synergy [11] - Q Technology reported a 44.3% year-on-year increase in camera module sales in August, with smartphone camera modules accounting for a significant portion [12] - Sunny Optical Technology announced a 7.1% year-on-year decline in smartphone lens shipments in August, although there was a month-on-month increase [13]