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港股将迎超级长牛?
Mei Ri Jing Ji Xin Wen· 2025-09-04 02:34
Group 1 - The Hong Kong stock market opened slightly higher, with the Hang Seng Index at 25,489.13 points, up 0.57%, and the Hang Seng Tech Index at 5,725 points, up 0.74% [1] - Southbound funds net bought over 5.5 billion HKD in Hong Kong stocks, with Alibaba, Xiaomi, and Meituan being the most favored, receiving net purchases of 2.489 billion HKD, 699 million HKD, and 570 million HKD respectively [3] - Technology stocks showed a mixed performance, with Lenovo, Baidu, Tencent, Kuaishou, and JD.com rising over 1%, while Bilibili fell nearly 0.5% [4] Group 2 - The robotics sector saw strong performance, with UBTECH rising over 6%, reaching a new high [5] - The innovative drug concept continued its upward trend, with WuXi AppTec opening 2% higher [6] - Apple-related stocks generally rose, with AAC Technologies up 3%, GoerTek up over 6%, and BYD Electronics up over 4% [7] Group 3 - Gold stocks were active, with Zhaojin Mining rising nearly 2% [8] - The outlook for the market suggests a potential long-term bull market for both A-shares and Hong Kong stocks, driven by a unique financial development path in China [8] - The expectation of a long bull market is supported by the positive feedback between the Chinese stock market, economy, and policy expectations, aligning with high-quality economic development and modernization strategies [8] Group 4 - The September market outlook indicates accumulated momentum for Hong Kong stocks to catch up, with a slow upward trend expected to continue [9] - Despite potential volatility in September, the overall direction is upward, with recommendations to focus on technology stocks and innovative pharmaceuticals [9] - Other sectors worth attention include new consumption, banking, non-banking financials, metals, and chemicals [9]