伊朗局势引发通胀担忧，外部扰动下港股震荡调整

Market Performance - The Hang Seng Index (HSI) fell by 1.13% last week, while the Tech Index decreased by 0.62%[1] - The energy sector rose by 3.25% due to an increase in international oil prices, while the financial sector dropped by 4.36%[1] - The electrical equipment sector saw a significant increase of 15.1%, and the coal industry rose by 8.3%[1] Capital Flows - The net inflow of funds through the Hong Kong Stock Connect reached HKD 52.44 billion last week, indicating a notable recovery in mainland capital[1] - The number of units in the Tracker Fund of Hong Kong decreased by 4.87%, while the short ETFs for the Hang Seng Index and Hang Seng Tech Index increased by 8.42% and 2.87%, respectively[1] External Influences - Global markets were impacted by the situation in Iran, with oil prices rising over 10% during the week[2] - Concerns about inflation are expected to deepen due to the potential for prolonged military conflict affecting shipping safety in the Strait of Hormuz[3] Economic Data - Domestic financial data showed that new RMB loans increased by CNY 5.61 trillion in the first two months of the year, with social financing scale growing by CNY 9.6 trillion, up by CNY 316.2 billion year-on-year[7] - The M2 money supply grew by 9% year-on-year, while the stock of social financing increased by 8.2%[7]