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on september 20, the hang seng index's gains expanded to 1%, and the hang seng technology index rose by more than 2%, expected to hit an 8-day winning streak. xpeng motors-w rose by more than 10%, gds-sw and sensetime-w rose by more than 6%, and internet companies such as alibaba-w and ctrip group-s rose by more than 2%.

in terms of related etfs, china internet etf (513220) rose more than 1% during the session.

cicc pointed out that hong kong stocks are more flexible than a-shares because they are sensitive to external liquidity and the linked exchange rate follows interest rate cuts. in addition, hong kong stocks have relatively better earnings, more thorough valuations and position clearing, which also supports the relative performance of hong kong stocks.

galaxy securities pointed out that with the start of the interest rate cut cycle, this round of global liquidity has improved, foreign capital has flowed into the hong kong stock market, and the technology sector is expected to usher in an upward trend. southbound funds are also increasing their willingness to invest in the technology sector. in addition, industrial capital is expected to support the funding side of the technology sector. focus on the two major directions of internet leaders and consumer electronics. among them, internet leaders are expected to benefit from profit growth and low valuation advantages, and their repurchase and dividend efforts are also increasing. driven by the recovery of the industrial cycle and the expected growth of the ai ​​mobile phone market, the consumer electronics sector is expected to usher in an upward trend.

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