Group 1: Market Overview - The Hong Kong stock market showed a mixed performance, with the Hang Seng Index closing at 26,438.51, down 0.03% after fluctuating throughout the day [2][3] - The overall market turnover was 294.069 billion [3] - Major indices in overseas markets, such as the Dow Jones and S&P 500, experienced slight declines, indicating a cautious sentiment ahead of key economic events [2] Group 2: Economic Forecasts - DBS Bank forecasts Hong Kong's GDP growth for 2025 at 2.8%, with a projected growth of 2.5% in the second half of the year, down from 3.1% in the first half [6] - The bank has adjusted its inflation forecast for 2025 from 1.8% to 1.6%, indicating a stable inflation outlook [6] - The report highlights that the Hong Kong government is expected to focus on revitalizing the local economy and attracting investments in its upcoming policy address [7] Group 3: Company News - Tencent has fully adapted its cloud services to mainstream domestic chips and announced the opening of its AI capabilities, aiming to enhance efficiency and global market reach [10] - Giant Star Legend has acquired approximately 1.17% equity in the National Stadium, aligning with its strategic development direction to leverage landmark assets for cultural and sports events [11] - Goldman Sachs raised the target price for SMIC by 15% to 73.1 HKD, citing benefits from domestic chip design companies and AI trends [12]
观望议息结果,港股后市续争持
Guodu Securities Hongkong·2025-09-17 02:10