?行业动态：

Market Overview - The Hang Seng Index and Hang Seng China Enterprises Index rose by 0.6% and 1.2% respectively last week, with the Hang Seng Index remaining flat on Friday and the China Enterprises Index increasing by 0.2%[1] - Macau's gaming revenue in August increased by 12.2% year-on-year, boosting market expectations for gaming income during September and the National Day holiday[1] - AI-related stocks, such as SenseTime (20 HK) and Hua Hong Semiconductor (1347 HK), performed well last week due to positive market sentiment[1] U.S. Market Influence - All three major U.S. stock indices rose last week, with the Dow Jones, Nasdaq, and S&P 500 increasing by 1.1% to 2.2%[1] - The Federal Reserve announced a preventive rate cut of 25 basis points and is expected to implement two more cuts this year, encouraging investors anticipating continued monetary easing[1] Sector Performance - The Hang Seng Healthcare Index fell by 1.95%, underperforming the Hang Seng Index by 2.6 percentage points, amid concerns over U.S. pharmaceutical companies investing over $350 billion domestically[3] - The automotive sector showed positive performance, with NIO (9866 HK) and XPeng (9868 HK) rising by 3.4% to 4.4%, while Li Auto (2015 HK) fell by 1.1%[4] - The Macau gaming sector has seen strong growth since the end of August, with most stocks rising by 4% to 6% last Friday, driven by record gaming revenue and increased tourist arrivals[4] Energy Sector - The renewable energy and utility sectors generally declined, with coal-fired power companies experiencing significant drops, such as Huaneng International (902 HK) down 3.5% and Datang Power (991 HK) down 7.4%[5] - Some equipment stocks, like Goldwind Technology (2208 HK) and Harbin Electric (1133 HK), saw increases of 14.4% and 15.5% respectively[5]