中国资产，闪耀市场！

Core Viewpoint - The article highlights a significant surge in Chinese assets, driven by strong foreign investment interest and positive market performance in Hong Kong and A-shares [1][3][15]. Market Performance - On October 2, the Hang Seng Index and Hang Seng Tech Index both opened high, with the Hang Seng Index rising by 1.61% and the Hang Seng Tech Index increasing by 3.36% [5][6]. - The FTSE China A50 Index futures also saw a notable rise, peaking over 1.2% [2][13]. Foreign Investment Sentiment - Foreign institutions, including Goldman Sachs and HSBC, have expressed increased willingness to allocate funds to Chinese assets, indicating a shift in investment sentiment [3][16]. - A report from Morgan Stanley noted that foreign long funds saw an inflow of $1 billion by the end of August, contrasting with a $17 billion outflow the previous year [16]. Sector Performance - The semiconductor sector showed remarkable strength, with the Wind Hong Kong Semiconductor Index rising over 10%. Notable stocks included Junma Semiconductor, which surged nearly 30%, and SMIC, which increased over 12% [6][7]. - The electrical equipment sector also performed well, with stocks like Xinyi Solar and China High-Speed Transmission rising over 9% [8][9]. - The precious metals sector experienced significant gains, driven by rising gold and silver prices amid increased demand for safe-haven assets due to U.S. government shutdown concerns [10]. Lithium and Energy Storage - Lithium stocks continued to strengthen, with Tianqi Lithium and Ganfeng Lithium both rising over 12% [11][12]. - The demand for energy storage batteries is robust, with leading battery manufacturers operating at full capacity and orders extending into early next year. The goal for new energy storage installations in China is set to reach over 180 million kilowatts by 2027, driving an estimated investment of around 250 billion yuan [12].