香港恆生指數8月21日（週五）收盤上漲310.97點，漲幅1.21%，報26009.46點； 香港恆生科技指數8月21日（週五）收盤上漲65.63點，漲幅1.4%，報4766.16點； 國企指數8月21日（週五）收盤上漲86.5點，漲幅1.01%，報8634.34點； 紅籌指數8月21日（週五）收盤上漲81.48點，漲幅1.93%，報4292.35點。

BMO starts coverage of NVIDIA (NVDA.O) with an Outperform rating and $340 PT. BMO starts coverage of Micron Technology (MU.O) with an Outperform rating and $1,300 PT.

China Merchants Securities said in a strategy note that two developments boost the Hong Kong market outlook: the Hang Seng TECH Index methodology was revised—constituent count expanded and revenue growth added to selection criteria—addressing concerns about the index’s tech content; and AI-sector profits are shifting from hardware and large models toward cloud providers, a dynamic that should favor Hong Kong-listed cloud names. The firm remains positive on Hong Kong equity opportunities.