光大新鸿基每日策略-20250929

Market Overview - The Hang Seng Index closed at 26,128.20, down 1.35% for the day and up 30.25% year-to-date[5] - The Tech Index fell by 2.89%, with a year-to-date increase of 38.65%[5] - Total market turnover was HKD 323.67 billion, an increase of 2.8% from the previous day[7] Sector Performance - The Financial Index rose by 0.24%, with a year-to-date increase of 14.21%[5] - The Property Index increased by 0.39%, with a year-to-date rise of 8.70%[5] - The Industrial Index decreased by 2.24%, with a year-to-date increase of 12.96%[5] Key Company Updates - JD Health announced a leadership change, with a new CEO appointed effective September 29[7] - Lai Kai Pharmaceutical reported positive initial results from its obesity treatment study in China[7] Economic Indicators - U.S. inflation data met expectations, reducing concerns about delayed interest rate cuts by the Federal Reserve[7] - The U.S. Dow Jones Index rose by 0.65%, closing at 46,247 points[7] Commodity Prices - New York crude oil increased by 1.14%, closing at USD 65.72 per barrel[7] - Brent crude oil rose by 1.02%, closing at USD 70.13 per barrel[5]