Tech track sees volatile pullback, Hong Kong auto stocks collectively rise, capital rotation window opens

English summary

### Tech track sees volatile pullback, Hong Kong auto stocks collectively rise, capital rotation window opens Time: 2026-07-29 17:42:33 Content: Recently, technology stocks in the market have collectively weakened, and a batch of low-position targets that have long been 'neglected' by funds are ushering in opportunities for valuation repair. During today's Hong Kong stock trading, 理想, 小米, 零跑, and 吉利汽车 led the gains, with leading manufacturers collectively rallying, driving the A-share auto parts sector to recover. With the release of mid-year new energy vehicle sales results that far exceeded expectations, funds are shifting from high-position theme tech stocks to tracks with real earnings support. Recently, 豪美新材 has rebounded significantly during trading, with a clear trend of bottoming out and recovering. As a core target in new energy lightweight components, 豪美新材 is deeply bound to leading car companies such as 鸿蒙智行, 理想, and 蔚来. Its self-developed aviation-grade aluminum can reduce vehicle weight by 15%-20%, and its product matrix covers more than ten lightweight components from chassis structural parts to body three-electric full scenarios. ...