10月10日，港股三大指数回调，恒生科技指数跌3.27%，国企指数跌1.8%，恒生指数跌1.73%。 盘面上，作为市场风向标的大型科技股集体走低。半导体芯片股、锂电池股、黄金股等热门板块全线回落，其中，赣锋锂业跌10.75%，宁德时代跌超7%， 中芯国际、中国黄金国际跌幅明显。另一方面，餐饮等消费概念股逆势上涨，小菜园、奈雪的茶、百胜中国均走强，建筑材料板块继续上攻，中国天瑞水泥 领涨；煤炭股、燃气股、内房股、海运股、保险股多数表现活跃。 具体来看： 大型科技股多数下跌，百度跌5.69%，阿里巴巴4.56%，腾讯跌3.55%，京东、小米跌超2%，美团跌超1%。 | ન્દર્શ્ત | 名称 | | 最新价 | 张跌额 | 张跌幅 | | --- | --- | --- | --- | --- | --- | | 00300 | 美的集团 | 0 | 81.350 | -1.000 | -1.21% | | 09626 | 哔哩哔哩-W | | 228.000 | -8.000 | -3.39% | | 02015 | 理相汽车-W | | 92.150 | -2.450 | -2.59% | | 03690 ...

Market Overview - On October 3, Hong Kong's three major stock indices collectively adjusted, with the Hang Seng Index down 0.54% to 27,140.92 points, the Hang Seng China Enterprises Index down 0.68% to 9,658.34 points, and the Hang Seng Technology Index down 0.90% to 6,622.85 points [3][8] - Most of the 12 Hang Seng industry sectors declined, while the utilities and industrial sectors rose against the trend [5] Individual Stocks Performance - Semiconductor stocks like SMIC and Hua Hong Semiconductor reached historical highs, with SMIC closing up over 1% at 90 HKD per share, hitting a peak of 91.35 HKD [7] - Alibaba-W also continued its upward trend, rising 1.09% and reaching a four-year high of 186.2 HKD per share [7] - Shanghai Electric surged over 14%, touching 5.04 HKD per share, marking a 10-year high [6] Institutional Outlook - Institutions maintain a positive outlook for the Hong Kong stock market in October, citing three main reasons: 1. Recent high-frequency economic data indicates strong resilience in the domestic economy, with industrial profits in August rebounding by 20.4% year-on-year [8] 2. Continuous net inflows of southbound funds into the Hong Kong market, exceeding 1 trillion HKD since the beginning of 2025, are seen as a significant source of incremental capital [8] 3. The initiation of a new interest rate cut cycle by the Federal Reserve is expected to improve market liquidity, historically benefiting the Hong Kong stock market [8] - The "October effect" is anticipated, with institutions suggesting a focus on undervalued stocks represented by the Hang Seng Technology Index for potential rebound opportunities [8]