- -(- -) 37.620 mbuillialilin III mi minilliamli 16:15 17:30 18:30 18:00 17:00 1分 5分 स्त्र संस्क 日K 买盘十档 卖盘十档 89.62% 10.38% 立即买入 立即卖出 • 行情来源: 利弗莫尔证券 o AI互联网储能龙头+AI机器人安全第一股果下科技(02655)将于2025年12月16日(星期二)在香港挂牌。截至收盘，利弗莫尔证券暗盘交易显示报价37.80港 元，较招股价20.10港元上涨88.06%，每手100股，不计手续费，每手赚1770港元。 ...

Group 1 - The core viewpoint indicates that the Hong Kong stock market is expected to rebound in early September, with AI internet and technology sectors, as well as the non-ferrous metals industry, becoming the structural main lines [1] - The report suggests that while foreign capital inflow has long-term growth potential, the path of the current interest rate cuts by the Federal Reserve may be complicated, leading to significant divergence in macroeconomic and interest rate policy expectations [1] - Short-term substantial policy benefits are limited, with banks facing narrowing net interest margins and liquidity remaining stable, indicating a higher likelihood of targeted reserve requirement ratio cuts [1] Group 2 - The investment strategy recommends focusing on technology (AI internet large-cap and high-end manufacturing small-cap) and non-ferrous metals, while also increasing allocation to Hong Kong insurance stocks, "turnaround" opportunities, and high-dividend value strategies [2] - There is a caution regarding the manipulation risk of small-cap stocks, with specific examples provided, and a recommendation to pay attention to corporate governance to avoid risks associated with concentrated ownership by major shareholders [2]

Group 1 - The core viewpoint of the articles highlights a significant rally in the Hong Kong stock market, particularly in the technology sector, with notable gains in innovative drug stocks and major tech companies like Alibaba, Xiaomi, and Tencent [1][5][9] - The Hang Seng Technology Index has shown a narrow trading range over the past two months, indicating a potential breakout due to the upward trend in the market [1][3] - The Hong Kong stock market has experienced substantial volatility and structural differentiation, with strong performances in new consumption and innovative drugs, while AI and major players like Alibaba and Meituan faced challenges [5][6] Group 2 - The Hong Kong Technology Index has a broader coverage compared to the Hang Seng Technology Index, with a higher allocation in software and pharmaceuticals, benefiting from the growth in AI and innovative drugs [3] - The Hong Kong IPO market has been robust, with 46 companies listed in the first half of the year, raising a total of HKD 113.2 billion (approximately USD 14.4 billion), surpassing the total for the entire year of 2024 [9] - Southbound capital has significantly increased its net purchases of Hong Kong stocks, amounting to HKD 725.973 billion year-to-date, indicating its growing influence on the market [6][9]