生银行的少数股东权益盈利减值后，将维持高派息比率

Market Overview - On October 9, the Hang Seng Index closed at 26,752 points, down 76 points, while the Hang Seng Tech Index fell 42 points to 6,471 points, with a trading volume of HKD 386.82 billion[1] - HSBC Holdings (5 HK) proposed privatization of Hang Seng Bank (11 HK), leading to a 6% drop in HSBC shares, while Hang Seng Bank shares surged 30%[1] - Semiconductor stocks, including SMIC (688981 CH), faced a sell-off after a financing adjustment, with shares dropping nearly 7% after an initial rise of 4%-9%[1] U.S. Market Dynamics - On October 9, the Dow Jones Index fell 243 points after reaching a record high, while the S&P 500 and Nasdaq dropped 0.28% and 0.08%, respectively[2] - Nvidia (NVDA US) gained 1.8% after receiving approval to sell chips to the UAE, reaching a record high[2] - Gold prices fell over 2%, dropping below USD 4,000, as Middle East tensions eased following a ceasefire agreement[2] Macroeconomic Trends - During the National Day and Mid-Autumn Festival holiday (October 1-7), retail and catering sales in China grew by 2.7% year-on-year[3] - Foot traffic and sales in monitored pedestrian streets increased by 8.8% and 6.0%, respectively, highlighting a shift towards green and smart consumption[3] - Sales of green organic food surged by 27.9%, while smart home products and domestic fashion saw increases of 14.3% and 14.1% respectively[3] Industry Insights - In the smart driving sector, Black Sesame Technologies (2533 HK) anticipates L3 autonomous driving technology to mature in the next 3-5 years, with shares rising 5.3%[4] - The Hang Seng Healthcare Index fell 4.96%, attributed to lower-than-expected milestone payments from Innovent Biologics (9969 HK), despite stable performance from WuXi AppTec (2359 HK) and WuXi Biologics (2269 HK)[4] - The renewable energy sector saw positive performance, with wind power stocks rising between 3.4% and 8.4%, reflecting market optimism for the second half of the year[5]