07300 CSOP HANG SENG INDEX DAILY
- 4.644
- -0.026-0.56%
Express News | Public offering professionals: The Hong Kong stock, real estate, and overall technology trends are driving the rise of equity FOF.
Hong Kong stocks quick glance | Hang Seng Index closes up nearly 1%, network technology and shipping stocks rise throughout the day, Tencent up nearly 4%, cosco shipping holdings up nearly 8%.
Most network technology stocks rose, tencent rose by 3.61%, meituan-w rose by 2.79%; shipping and ports stocks rose across the board, cosco shipping holdings rose by 7.97%, ooil rose by 5.01%; mobile game stocks performed well, cmge fell by 3.80%, tencent rose by 3.61%.
Hong Kong stocks midday review | Hong Kong stocks collectively rise, Hang Seng Index up more than 1%; network technology and rare earth metals concept stocks lead the gains, Tencent up more than 4%, jl mag rare-earth up over 38%
Network technology stocks rose, Tencent Holdings rose by 4.15%, Meituan-W rose by 3.89%; mobile game stocks went up, Tencent Holdings rose by 4.15%, idreamsky fell by 3.38%; nonferrous metals stocks rose together, jl mag rare-earth rose by 38.46%, China Aluminum International Engineering Corporation rose by 11.44%.
Express News | The Ministry of Commerce will work with relevant departments to introduce a batch of new policies in the consumer sector.
Data revealed | What did Beishui buy in October? Significantly increased holdings in alibaba by nearly 18 billion Hong Kong dollars, increased holdings in Xiaomi by nearly 6.3 billion Hong Kong dollars, sold more than 7 billion Hong Kong dollars of Meitua
In October, the cumulative net inflow of southbound funds reached as high as 83.815 billion Hong Kong dollars, nearly doubling from the previous month. It is worth noting that the daily net inflow intensity of southbound funds has also increased, with 10 trading days in October alone seeing a net inflow of over 5 billion Hong Kong dollars. In terms of trend, since July of last year, southbound funds have maintained a net inflow for 16 consecutive months, with a total inflow of 782.69 billion Hong Kong dollars during this period.
Express News | China's Caixin manufacturing PMI for October was 50.3, up from the previous value of 49.3.
Daily Bull and Bear | Hang Seng Index futures rose to 20,432 points, up 115 points; the trading proportion of bearish warrants slightly increased, inflow of light positions funds into Hang Seng Index, Tencent.
Overnight, hsi futures current closed at 20,432 points, up 82 points or 0.40%, with a high of 115 points.
Selected Announcement | li auto inc Q3 revenue increased by 23.6% year-on-year to 42.874 billion yuan; cspc pharma's net profit in the first 9 months decreased by 16% year-on-year to 4.495 billion yuan
Huishang Bank's revenue in the first 9 months was 29.655 billion yuan, a year-on-year increase of 2.66%; Asia Cement's revenue in the first 9 months was 4.119 billion yuan, a year-on-year decrease of 27.94%, resulting in a loss of 0.459 billion yuan.
Express News | The China-US Financial Working Group held its sixth meeting, where both sides communicated on topics such as the macroeconomic and financial situations of the two countries, monetary and financial policies, financial stability and regulation, and capital
500 billion yuan! The central bank's first implementation of buy-back reverse repurchase, what is the impact on the market?
Looking at the comprehensive use of various monetary policy tools, the central bank injected net long-term liquidity of over 600 billion yuan in October, maintaining a relatively large net injection intensity. The central bank did not disclose the interest rate of this outright reverse repo operation, and Mizuho Securities believes that the effect of the 500 billion yuan injection is equivalent to a 25 basis point reserve requirement cut.
Bullish news is here! The unexpectedly positive data, foreign institutions continue to be bullish on the Chinese stock market.
In recent trading days, A-shares have remained volatile, but the market trading atmosphere remains active, and the financing balance continues to rise. At the same time, multiple foreign institutions have spoken out, continuing to be bullish on the Chinese stock market.
Hong Kong Market Quick Take | The three major indices collectively fell, with brokerages and real estate stocks rising against the trend, China Jinmao surged 10%, citic sec rose nearly 6%.
Network technology stocks weakened, Xiaomi Group-W rose 2.69%, Tencent fell 1.56%; auto stocks declined, Geely Auto fell 5.27%, BYD company fell 4.61%; Hong Kong retail stocks rose, Prada rose 7.49%, Bossini Int'l rose 2.11%.
Hong Kong stocks midday review | The three major indices collectively rose, with the technology index up nearly 1%; the real estate, brokerage sectors rose, sunac soared more than 10%, citic sec rose more than 6%.
Network technology stocks are mostly up, Xiaomi Group-W up 3.65%, bilibili-W up 2.55%; Hong Kong retail stocks are rising, prada up 6.41%, bossini int'l up 4.21%; lithium battery stocks are generally down, ganfenglithium up 5.61%, honbridge up 3.37%.
Goldman Sachs firmly calls for the rise of Chinese stocks: expected to rise within 2-3 months after the US election!
①Goldman Sachs strategists' latest forecast predicts that Chinese stocks will rise within two to three months after the US presidential election; ②The firm believes that China's economic stimulus measures have created the so-called "policy put options" to protect investors in the Chinese stock market from the impact of declines.
Express News | China's official manufacturing PMI was 50.1 in October, with a previous value of 49.8.
Goldman Sachs continues to be bullish on the Chinese stock market: it will rise within 2-3 months after the US election.
Goldman Sachs believes that China's economic stimulus measures have created the so-called "policy put options", which can protect investors in the Chinese stock market from the impact of declines.
Daily Bull Bear | Hang Seng Index night market slightly up, with a net inflow of 0.14 billion Hong Kong dollars to the good warehouse! Morgan Stanley: Tencent tests the low since mid-October, with market funds tending to deploy rebounds.
On Wednesday, the Hang Seng Index opened low and closed lower, ending the day down 1.55% at 20,380 points, reaching a high of 20,681 and a low of 20,270 during the day. Overnight, HSI futures current closed at 20,511 points, up 71 points or 0.35%, reaching a high of 130 points.
Southbound funds regain pricing power, is it time for opportunities in the Hong Kong cni mid-small cap.index?
Source: Wall Street News, Author at CITIC Securities: Xu Guanghong, Wang Yihan. CITIC Securities believes that with the continuation of inflows of Southbound funds and no significant shift in foreign capital yet, the middle-small cap may have a greater opportunity compared to large cap. However, insufficient liquidity and performance volatility in small caps make middle cap a better choice at present. From the perspective of valuation and performance matching, industries such as medical care, real estate construction, utilities, and technology news are more worthy of attention in the middle cap. After the policy package was announced on September 24th, Hong Kong stocks experienced a significant increase, with the small and medium-sized caps outperforming the large caps, a relatively rare occurrence in history. Looking back in history, since 2019, Southbound funds have been significant.
Featured Announcement | Industrial and Commercial Bank of China's net income exceeded 98.5 billion yuan in the third quarter, a year-on-year increase of 3.82%; BYD Company's Q3 net income increased by 11% to 11.6 billion yuan.
The industrial and commercial bank of china made a profit of nearly 270 billion yuan in the year, how is the growth rate? China Railway Construction Corporation's net profit in the third quarter decreased by nearly 20% year-on-year, how significant is the impact?
Express News | Citic Securities: Hong Kong stocks cni mid-small cap.index have greater opportunities compared to large cap, which may be a better choice at present.