近日，恒生指数公司发布季检结果：恒生指数纳入中国电信、京东物流、泡泡玛特，成分股增至88只； 恒生科技指数成份股没有变动，成份股数目维持30只。 美股上周五大幅造好，联储局鲍威尔发表讲话暗示减息机会大幅增加，刺激大市显著向上，三大指数均 录得显著升幅收市。美元走势向下，美国十年期债息回落至4.25厘水平，金价表现向好，油价走势向 上。今日港股三大指数集体高开，恒生指数涨1.06%，恒生科指涨1.49%，国企指数涨1.07%。相关热门 ETF方面，截至发稿，恒生国企ETF（159850）现涨1.41%，恒生ETF（159920）现涨1.48%。 港股核心宽基：恒生ETF（159920） 聚焦港股中国企业发展：恒生国企ETF（159850） 网罗港股消费核心资产：港股消费ETF（513230） 每日经济新闻 美联储鲍威尔在杰克逊霍尔央行年会上发表重磅讲话，称风险平衡似乎正在发生变化，当前的形势意味 着，就业面临的下行风险上升。随着政策处于紧缩区域，这种风险平衡的转变可能意味着需要调整政策 立场。鲍威尔讲话后，交易员加大对美联储9月降息的押注，完全消化年底前降息两次预期。 随着资金持续净流入以及港股市场的上涨，华夏 ...

Group 1 - The Hong Kong stock market opened lower on May 19, with the Hang Seng Index down 0.81% at 23,156.27 points, the Hang Seng Tech Index down 1.02%, and the Hang Seng China Enterprises Index down 0.82% [1] - Technology stocks generally declined, while gold stocks saw an increase. The biopharmaceutical sector showed mixed performance [1] - The Hang Seng Index Company announced changes to its indices, adding Midea Group and ZTO Express to the Hang Seng Index, increasing the number of constituent stocks from 83 to 85 [1] Group 2 - Cathay Securities noted that economic factors, liquidity, and technical aspects are crucial for the rise of the Hong Kong stock market. With substantial progress in US-China trade negotiations and a series of policy implementations, macroeconomic recovery is expected [2] - Domestic monetary easing measures have been implemented, maintaining liquidity, which may lead to continued inflows of southbound capital into the Hong Kong market. Current valuations of Hong Kong stocks are at historically low levels, indicating high medium to long-term investment value [2] Group 3 - Notable investment targets include: - Core broad-based Hong Kong stocks: Hang Seng ETF (159920) - AI and platform economy: Hang Seng Tech Index ETF (513180) - Core consumer assets in Hong Kong: Hong Kong Consumer ETF (513230) - Global pharmaceutical industry representation: Hang Seng Pharmaceutical ETF (159892) - Chinese AI technology concept companies: Hang Seng Internet ETF (513330) [3]