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百度涨近20%,恒生科技指数创近4年新高!趋势回来了?
Sou Hu Cai Jing· 2025-09-17 07:00
Group 1 - The Hang Seng Tech Index continued its strong performance, increasing by 4% with significant gains in stocks such as Baidu Group (+19%), SenseTime (+15%), and NIO (+11) [1] - Market attention is focused on the upcoming interest rate decision on September 18, with expectations of a rate cut by the Federal Reserve due to recent negative economic data and dovish signals from officials [1] - The influx of global capital into Hong Kong stocks is expected to drive an upward trend, particularly benefiting the technology sector known for its high growth potential [1] Group 2 - Year-to-date, both domestic and foreign capital have been flowing into the Hong Kong stock market, with a net inflow of 60.822 billion HKD from southbound funds last week, marking the highest weekly inflow since May [2] - Short-term liquidity factors are easing, with expectations of a new round of increases in the Hong Kong stock market driven by abundant liquidity and the recent stabilization of the economy [2] - Historical analysis shows that during periods of preventive rate cuts by the Federal Reserve, growth sectors and interest-sensitive industries tend to benefit, with Hong Kong stocks expected to have greater elasticity [2] Group 3 - The Tianhong Hang Seng Technology Index (QDII) closely tracks the index and focuses on 30 high-growth technology leaders listed in Hong Kong, covering sectors such as internet, e-commerce, fintech, cloud computing, and biotechnology [3] - This index reflects the trends of China's technology industry upgrade and globalization [3]