以下文章来源于大胡子财研社 ，作者湾区区长 大胡子财研社 . 独到的财经观点，深度的金融分析，助你抓住最新财富机会，实现资产稳步增长！ 最近这两周，国内的股票市场非常热闹，今天大A非常强势， 沪指、创业板指双双创年内新高。 沪深两市全天成交额1.7万亿，较上个交易日放量1289亿，4000多个个股上涨，市场一片火热。 但是当大家的注意力都在大A这里的时候，我却认为大伙应该更关注另外一个市场—— 港股 。 恒生指数今天最高点已经站上了25000点，同样创下了年内的新高，点位超过了3月deepseek横空 出世带动下的高点。 恒生指数年内走势 既然港股和大A一样，都已经超越前高，那为什么我认为大家要优先关注港股而不是大A？ 原因很简单。 因为港股内部现在只是大盘指数登上了新高， 盘内依然有部分板块的指数没有跟上，后续还有很 强的上涨动能。 这其中，最值得我们关注的就是—— 恒生科技指数 此刻，恒生科技的入场信号，其实很强烈。 首先是 技术面 。 在恒生指数已经突破3月高点的情况下，恒生科技指数最近两周的上涨幅度明显滞后于大盘。 3月份，恒科的最高点达到6195点，而截止到21号收盘，恒科也才涨到5585点。 显然 ...

Core Viewpoint - The article emphasizes the importance of focusing on the Hong Kong stock market, particularly the Hang Seng Technology Index, as it shows potential for significant upward movement despite the recent performance of the A-share market [3][5][39]. Group 1: Market Performance - The A-share market has been performing strongly, with the Shanghai Composite Index and the ChiNext Index both reaching new highs for the year [1][2]. - The Hang Seng Index has also reached a new high, surpassing 25,000 points, indicating a strong market performance [3][5]. Group 2: Hang Seng Technology Index - The Hang Seng Technology Index has lagged behind the overall market, with its recent performance not fully reflecting the gains of the broader market [8][10]. - As of March, the Hang Seng Technology Index peaked at 6,195 points but only reached 5,585 points by the 21st, indicating a significant gap that is expected to be filled by large capital inflows [9][10]. Group 3: Technical Analysis - The Hang Seng Technology Index has experienced a typical box consolidation pattern between 5,100 and 5,500 points, which was broken last week, suggesting a potential end to the consolidation phase [14][16]. - The article argues that the likelihood of a false breakout is low, and a significant upward movement is anticipated in the long term [18][19]. Group 4: Policy Environment - Recent regulatory actions against major food delivery companies (JD, Meituan, Alibaba) are seen as a positive development for the Hang Seng Technology Index, as these companies are key components of the index [21][24]. - The cessation of the "delivery war" is expected to alleviate market concerns regarding the profitability of these companies, potentially boosting their stock prices [25][29]. Group 5: Capital Flow - The liquidity of the Hong Kong dollar remains strong, with the currency trading near the lower limit of its peg, which has contributed to a robust stock market [31][33]. - The cautious approach of the Hong Kong Monetary Authority in managing liquidity is viewed as a strategy to maintain market strength amid global economic challenges [35][38].