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港股三大指数小幅低开,美联储降息时点临近
Mei Ri Jing Ji Xin Wen· 2025-09-15 01:55
Core Viewpoint - The Hong Kong stock market opened lower on September 15, with the Hang Seng Index down 0.3% and the Hang Seng Tech Index down 0.11%, while certain stocks like Huahong, Li Auto, Horizon Robotics, and Xpeng Motors led the gains, whereas Baidu and Kingdee International faced declines [1] Group 1: Market Performance - The overall trend of southbound capital has shown continuous inflow this year, with a net inflow of 60.8 billion HKD last week, 162.6 billion HKD in the past month, and a total net inflow of 1,072.9 billion HKD year-to-date [1] Group 2: Future Outlook - The Federal Reserve is set to hold a monetary policy meeting on September 17, with CME predicting a 100% probability of a rate cut in September, where the probability of a 25 basis points cut is 96.4% and a 50 basis points cut is 3.6% [1] - The anticipated rate cut by the Federal Reserve is expected to lead to improved liquidity in the Hong Kong stock market and a better financing environment in the primary market, with a focus on technology and pharmaceuticals [1] - The Hong Kong Stock Connect technology ETF (159101) and the Hang Seng Pharmaceutical ETF (159892) are likely to be among the first beneficiaries of this trend [1]