国证国际港股晨报-20250410

Group 1: Market Overview - The Hong Kong stock market continued its rebound, with the Hang Seng Index rising by 0.68%, the Hang Seng China Enterprises Index increasing by 1.41%, and the Hang Seng Tech Index leading with a 2.64% gain [2] - The total market turnover reached 412.385 billion, maintaining a high level of over 400 billion for three consecutive days [2] - Southbound funds (North Water) maintained a net inflow, with the net inflow amount rising to 35.586 billion, the highest in a month [3] Group 2: Sector Performance - The semiconductor sector saw significant gains due to the acceleration of domestic substitution amid rising US-China trade tensions, with Shanghai Fudan rising by 10.67% and SMIC increasing by 10.47% [4] - The consumer sector remained strong, with companies like China Feihe and Xtep International seeing increases of 11.03% and 6.22% respectively [4] - The real estate and property management sectors rebounded significantly, with first-tier cities showing notable increases in new and second-hand housing transaction volumes [4] Group 3: Oil Industry Dynamics - International crude oil prices fell sharply, with Brent crude dropping by 5.54% and WTI crude decreasing by 6.47% [7] - OPEC+ announced an unexpected production increase of 411,000 barrels per day, leading to a significant drop in oil prices [8] - The US oil inventory increased by 6.2 million barrels, indicating continued supply surplus pressure [7]