In the southern region, HengKe (07226) doubled its long position and rose over 3%, reaching a 3.72% increase at the time of publication, with a price of 3.852 Hong Kong dollars and a trading volume of 8.76 billion Hong Kong dollars; the Hang Seng Tech Index rose nearly 2% at the close. On the news front, the financial reports of major US tech giants and the geopolitical game between the US and Iran will jointly influence the trend of the Hang Seng Tech Index this week. The East Wu Securities team stated that looking ahead to this week, Microsoft, Amazon, Meta, Alphabet, Apple and other major tech giants will release financial reports, along with heavyweight data such as the preliminary value of US first-quarter GDP and core PCE, tech fundamentals and macroeconomic data disturbances will be released simultaneously. The bank recommends focusing on value dividends as the core direction, with AI technology upstream hardware serving as a value anchor, driven by US tech stock financial reports; it also recommends paying attention to new energy and innovative drugs as global scarce assets in China. Guangda Securities pointed out that the current round of irrational adjustment of the Hang Seng Tech Index has already sufficiently released short-term emotional risks, with features such as oversold and undervalued areas, counter-trend fund inflows, positive AI industry fundamentals, and expected increase in company buybacks. The sector has clear support and significantly improved cost-effectiveness, forming a golden window for medium to long-term strategic allocation. This adjustment is only emotional fluctuation and has not reversed the trend of fundamentals; with market sentiment recovery, incremental funds resonating, and leading companies implementing buybacks, the index is expected to experience a phase of rebound.