每日投资策略：中美关系渐生变，恒指后市续受压-20251014

Group 1: Market Overview - The Hang Seng Index opened lower, dropping 656 points to 25634, and at one point fell by 954 points to a low of 25336, ultimately closing down 400 points or 1.52% at 25889, with a total turnover of 4903.66 million [3] - Among 88 blue-chip stocks, 63 declined while only 19 rose, indicating a bearish market sentiment [3] - The technology index experienced a near 5% drop, but some buying interest was noted in the afternoon, leading to a narrowing of losses for several tech stocks [3] Group 2: Macroeconomic and Trade Data - In September, China's exports in USD terms increased by 8.3%, surpassing expectations of 6.6%, while imports rose by 7.4%, significantly above the anticipated 1.8% [6] - For the first three quarters of the year, China's total trade value in USD reached 4.68 trillion, a year-on-year increase of 3.1%, with exports growing by 6.1% and imports declining by 1.1% [7] - China's trade surplus for the first three quarters was 8750.8 billion, indicating a robust trade performance despite global economic challenges [7] Group 3: Company-Specific Developments - China Unicom has officially opened eSIM reservation channels, with over 60,000 online appointments reported [11] - China Mobile also launched eSIM business reservations, with over 150,000 registrations within four hours of opening [12] - Hong Kong Exchanges and Clearing has established a new subsidiary in Dubai to expand its commodity business, focusing on pricing management services for the metals market [13]