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港股假期暴涨,踏空者焦虑情绪升温,市场人士:券商和半导体股或成节后A股市场资金追逐的首选

Hong Kong stocks surged during the holiday, causing anxiety among those who missed out. Market participants believe that brokerage and semiconductor stocks may become the top choices for post-holiday A-share market capital chasing.

Gelonghui Finance ·  Oct 7 23:19

On October 7th, during the National Day holiday (October 2nd to October 7th) for 4 trading days, the Hang Seng Index continued to rise, accumulating a 9.24% increase, while the Hang Seng Tech Index increased by 14.28%. Since September 11th, the Hang Seng Index has rebounded by 36.42% cumulatively, with a year-to-date increase of 35.5%. After the recent continuous rise, the Hong Kong stock market's year-to-date gain has topped the global charts, leading over various markets including the US and Japan. Market analysts indicate that the continuous surge in the Hong Kong stock market during the National Day holiday, combined with the widespread hype on the internet about this rapid rise, has further stirred up "anxiety" among those shorting the market. This may help drive further increases in A-shares after the holiday, with some netizens worrying that there may be a "buying frenzy" on the first trading day after the holiday due to the strong performance of brokerage and semiconductor stocks in the Hong Kong market (Semiconductor Manufacturing International Corporation's Hong Kong stock has risen by over 70% in the past 4 days, while China Merchants has surged by over 175%). These two sectors may be the preferred choices for fund inflow into the A-share market after the holiday.

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