中泰国际每日晨讯-20251027

Market Overview - The Hang Seng Index and the Hang Seng China Enterprises Index closed at 26,160 points and 9,364 points respectively, rising 3.6% and 3.9% over the week[1] - Total trading volume for the week was HKD 12,032 billion, down 33.0% from HKD 17,951 billion the previous week, indicating a cautious investor sentiment[1] - Sector performance showed Energy, Consumer Discretionary, Financials, and Information Technology rising by 5.5%, 5.7%, 3.3%, and 4.6% respectively, while Healthcare and Utilities fell by 0.9% and 0.01%[1] Stock Performance - Semiconductor Manufacturing International Corporation (981 HK) and Techtronic Industries (669 HK) led the gains, rising 15.8% and 10.7% respectively[1] - Pop Mart International (9992 HK) and Shanghai Pharmaceuticals (1093 HK) were the biggest losers, declining 16.3% and 9.9% respectively[1] Economic Indicators - The U.S. Consumer Price Index (CPI) for September increased by 3.0% year-on-year, slightly above August's 2.9% but below the market forecast of 3.1%[3] Trade Relations - Recent U.S.-China trade talks in Kuala Lumpur resulted in preliminary agreements on several key issues, including maritime logistics and tariff extensions, which may positively impact market sentiment[2] Industry Trends - The recent Fourth Plenary Session emphasized high-level technological self-reliance and new quality productivity, suggesting a continued focus on high-end manufacturing as a key investment theme in Hong Kong stocks[4] - The electric equipment sector showed strong performance, with companies like Dongfang Electric (1072 HK) and Harbin Electric (1133 HK) rising by 5.3% and 4.8% respectively[4]