港股日评：港股三大指数全线收涨，港股通商贸零售领涨-20250910

Core Insights - The Hong Kong stock market showed overall strength with all three major indices closing higher on September 9, 2025, with the Hang Seng Index rising by 1.19% to 25,938.13, the Hang Seng Tech Index up 1.30% to 5,828.74, and the Hang Seng China Enterprises Index increasing by 1.32% to 9,242.4 [2][5][8] - The market's performance was driven by a strong showing in the retail sector, particularly following the release of the draft guidelines for online prescription drug sales by the National Medical Products Administration, which is expected to raise compliance standards in the industry [2][8] - The real estate sector also saw gains due to recent policy optimizations in major cities like Shenzhen, which positively impacted the Wind Hong Kong Real Estate II Index [2][8] Industry Summary - The trading volume in the Hong Kong market reached HKD 294.03 billion, with net inflows from southbound funds amounting to HKD 10.231 billion [2][8] - In terms of sector performance, the retail sector led with a gain of 2.94%, followed closely by the computer sector at 2.92% and steel at 2.48%. Conversely, the defense and military sector saw a decline of 1.91% [5][8] - The health industry index surged by 5.67%, while AI medical and smart healthcare indices also performed well, indicating strong investor interest in these areas [5][8] Market Outlook - Future growth in the Hong Kong stock market is anticipated to be driven by three main factors: the potential for AI technology and new consumer trends to boost market performance, continued inflows from southbound funds enhancing pricing power, and the impact of U.S. monetary policy on global liquidity [8] - The report suggests that the transition from loose monetary policy to credit expansion in China, coupled with potential U.S. interest rate cuts, could further support the Hong Kong market's upward trajectory [8]