港股午间收盘，恒生指数涨0.22%，恒生科技指数涨0.02%。港股科技ETF（159751）涨0.1%，恒生港 股通ETF（159318）涨0.37%。板块方面，客运航空公司、半导体产品与设备板块涨幅靠前；林业与纸 制品、电气设备板块跌幅靠前。个股方面，中国南方航空股份涨7.03%，赣锋锂业涨5.75%，中国东方 航空股份涨5.66%，中国国航涨5.56%；狮腾控股跌6.51%，方舟健客跌6.59%；药捷安康-B涨18.57%， 长飞光纤光缆涨10.58%。 ...

美联储利率决议前夕，港股整体回调。港股午间收盘，恒生科技指数跌1.32%，恒生指数跌0.84%。板 块方面，电力板块涨幅靠前；客运航空公司、酒店和度假村REIT板块跌幅靠前。热门ETF方面，恒生 ETF(159920)、恒生国企ETF(159850)午盘持续下挫，均跌至1.5%附近，打开低位布局通道。 聚焦港股中国企业发展：恒生国企ETF(159850) 近期发布的美国9月核心PCE价格指数符合预期。美国9月核心PCE物价指数环比上涨0.2%，预期上涨 0.2%，前值上涨0.2%；同比上涨2.8%，预期上涨2.8%，前值上涨2.9%。建银国际指出，尽管港股估值 修复已基本到位，但港股投资逻辑已由传统的估值修复转变为基于新质生产力和高质量发展的估值重 估，2026年估值和盈利均有温和扩张或改善的空间。 值得关注的标的： 港股核心宽基：恒生ETF(159920) AI+平台经济：恒生科技指数ETF(513180) ...

Core Viewpoint - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 0.28% and the Hang Seng Tech Index dropping by 0.8% [1] Market Performance - The Hong Kong Technology ETF (159751) decreased by 1.76% [1] - The Hang Seng Hong Kong Stock Connect ETF (159318) fell by 0.64% [1] Sector Performance - The oil and gas sector and passenger airline companies showed positive performance, leading the gains [1] - The communication equipment and life sciences tools sectors faced significant declines [1] Individual Stock Performance - Yaoshi Bang (药师帮) saw a drop of 8.12% [1] - Haotian International Construction Investment (昊天国际建投) fell by 10.05% [1] - Longpan Technology (龙蟠科技) increased by 9.29% [1] - Yihua Tong (亿华通) rose by 7.73% [1]

Market Performance - The Hang Seng Index increased by 0.32% while the Hang Seng Tech Index rose by 1.61% [1] - The Hong Kong Tech ETF (159751) gained 1.78%, and the Hang Seng Hong Kong Stock Connect ETF (159318) increased by 0.58% [1] Sector Performance - Semiconductor products and equipment, along with the distributor sector, showed the highest gains [1] - The passenger airline and home goods sectors experienced the largest declines [1] Individual Stock Performance - Xpeng Motors-W surged by 10.2%, ZTE Corporation rose by 10.03%, and SMIC increased by 6.29% [1] - China National Pharmaceutical Group gained 5.44%, and CanSino Biologics rose by 4.46% [1] - Kuaishou-WR increased by 4.09% [1] - Jiuxing Holdings fell by 7.2%, and WanGuo Gold Group dropped by 7.26% [1] - Miniso Group surged by 18.28%, and Huahong Semiconductor rose by 11.74% [1]