| 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 41,368.45 | 0.62% | | 标普 500 指数 | 5,663.94 | 0.58% | | 纳斯达克综合指数 | 17,928.14 | 1.07% | | 英国富时 100 指数 | 8,531.61 | -0.32% | | 德国 DAX 指数 | 23,352.69 | 1.02% | | 日经 225 指数 | 37,369.85 | 1.19% | | 台湾加权指数 | 20,543.40 | -0.02% | | 内地股市 | | | | 上证指数 | 3,352.00 | 0.28% | | 深证成指 | 10,197.66 | 0.93% | | 香港股市 | | | | 恒生指数 | 22,775.92 | 0.37% | | 国企指数 | 8,300.25 | 0.70% | | 红筹指数 | 3,794.64 | 0.05% | | 恒生科技指数 | 5,228.91 | 0.56% | | AH 股溢价指数 | 135.75 | -0.10% | | 恒生期货 ...

每日投资策略 恒指收升 29 点 大市成交增长 · 2025 年 5 月 8 日 国都港股操作导航 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 41,113.97 | 0.70% | | 标普 500 指数 | 5,631.28 | 0.43% | | 纳斯达克综合指数 | 17,738.16 | 0.27% | | 英国富时 100 指数 | 8,559.33 | -0.44% | | 德国 DAX 指数 | 23,115.96 | -0.58% | | 日经 225 指数 | 36,779.66 | -0.14% | | 台湾加权指数 | 20,546.49 | 0.12% | | 内地股市 | | | | 上证指数 | 3,342.67 | 0.80% | | 深证成指 | 10,104.13 | 0.22% | | 香港股市 | | | | 恒生指数 | 22,691.88 | 0.13% | | 国企指数 | 8,242.25 | -0.23% | | 红筹指数 | 3,792.67 | 0.11% | | 恒生科技指数 | 5,20 ...

· 2025 年 5 月 7 日 国都港股操作导航 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 40,829.00 | -0.95% | | 标普 500 指数 | 5,606.91 | -0.77% | | 纳斯达克综合指数 | 17,689.66 | -0.87% | | 英国富时 100 指数 | 8,597.42 | 0.01% | | 德国 DAX 指数 | 23,249.65 | -0.41% | | 日经 225 指数 | 36,830.69 | 1.04% | | 台湾加权指数 | 20,522.59 | -0.05% | | 内地股市 | | | | 上证指数 | 3,316.11 | 1.13% | | 深证成指 | 10,082.34 | 1.84% | | 香港股市 | | | | 恒生指数 | 22,662.71 | 0.70% | | 国企指数 | 8,261.61 | 0.37% | | 红筹指数 | 3,788.52 | 0.01% | | 恒生科技指数 | 5,239.50 | -0.09% | | AH 股溢 ...

Market Overview - The Hang Seng Index rose by 385 points, closing at 22,504, marking a weekly increase of 523 points or 2.4% [3] - The Northbound trading was paused, resulting in a total market turnover of 133.728 billion [3] - The performance of major blue-chip stocks included AIA rising by 1.7%, Hong Kong Exchanges increasing by 3.1%, and Alibaba jumping by 3.8% [4] Economic Indicators - Hong Kong's retail sales value for March was estimated at 30.1 billion, down 3.5% year-on-year, which was better than the expected decline of 7% [7] - The GDP for the first quarter is estimated to have increased by 3.1% year-on-year, surpassing the market expectation of 2.1% [8] - The total value of goods exported increased by 8.7% year-on-year, while imports rose by 7.4% [8] Banking Sector - Standard Chartered reported a 26.51% year-on-year increase in pre-tax profit in Hong Kong, amounting to 711 million [13] - The bank's credit impairment decreased by 20.45%, indicating improved asset quality [13] Automotive Industry - Leap Motor reported a 173% year-on-year increase in vehicle deliveries for April, totaling 41,039 units [14] - NIO's vehicle deliveries for April increased by 53% year-on-year, reaching 23,900 units [15] Gaming and Hospitality - MGM China reported a 5.46% year-on-year decline in adjusted EBITDA for the first quarter, totaling 2.368 billion [16]

Group 1: Market Overview - The report indicates that the Hang Seng Index closed at 22,008.11, up 0.16%, with fluctuations throughout the day, including a high of 22,213 and a low of 21,918 [3] - The report highlights that the offshore RMB has strengthened, marking its strongest performance in over three weeks, which is expected to positively influence the Hong Kong stock market ahead of the holiday [2] Group 2: Company Performance - HSBC Holdings reported a 12.26% year-on-year increase in its first-quarter pre-tax profit, amounting to USD 6.126 billion, while its UK operations saw a decline of 5.52% [11] - New World Development experienced a significant increase in residential sales in mainland China, with a year-on-year growth of over 52%, achieving sales of over RMB 2.1 billion in the first quarter [12] - Seaspan Corporation reported a 38.55% increase in revenue for the first quarter, reaching approximately USD 761 million, driven by a rise in average freight rates [13] Group 3: Regulatory and Market Access Developments - The National Development and Reform Commission, along with other regulatory bodies, announced a campaign to eliminate unreasonable market access barriers, aiming to create a fair market environment [6] - The new version of the "Negative List for Market Access" has reduced the number of restricted items from 117 to 106, indicating a further relaxation of market access restrictions in mainland China [7] - The report notes that the potential supply of new private residential units in Hong Kong has decreased to 105,000, a reduction of 2,000 units compared to the end of last year, reflecting a continuous decline over four quarters [8]

· 2025 年 4 月 29 日 国都港股操作导航 星期二 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 40227.59 | 0.28 | | 标普 500 指数 | 5528.75 | 0.06 | | 纳斯达克综合指数 | 17366.13 | -0.10 | | 英国富时 100 指数 | 8417.34 | 0.02 | | 德国 DAX 指数 | 22271.67 | 0.13 | | 日经 225 指数 | 35839.99 | 0.38 | | 台湾加权指数 | 20034.41 | 0.81 | | 内地股市 | | | | 上证指数 | 3288.41 | -0.20 | | 深证成指 | 9855.2 | -0.62 | | 香港股市 | | | | 恒生指数 | 21971.96 | -0.04 | | 国企指数 | 8080.19 | 0 | | 红筹指数 | 3768.92 | 0.22 | | 恒生科技指数 | 4988.94 | 0.12 | | AH 股溢价指数 | 135.36 | -0.32 | | 恒生期 ...

Group 1: Market Overview - The report indicates that the Hong Kong stock market is expected to experience quiet trading as the May Day holiday approaches, with recent fluctuations influenced by U.S. trade policies and Federal Reserve hints at potential interest rate cuts [2][3]. - The Hang Seng Index opened higher but closed with a slight gain of 0.3%, reflecting a volatile trading session with a total turnover of approximately HKD 2080.36 million [3]. Group 2: Macro & Industry Dynamics - The Mandatory Provident Fund (MPF) reported an average loss of HKD 9,100 per member in April, with total losses estimated at HKD 434 billion, marking the worst performance for the first four months since 2022 [6][7]. - The total assets of the MPF are estimated to be around HKD 1.298 trillion, with an average account balance of HKD 270,800 per member, showing a monthly decrease of HKD 8,300 [7]. - The Hong Kong Monetary Authority stated that despite the volatility caused by U.S. tariffs, the overall financial market in Hong Kong remains stable, with a healthy liquidity in the Hong Kong dollar [8]. Group 3: Company News - Giordano International reported a revenue increase of 3.75% for the first quarter, reaching HKD 999.7 million, with significant growth in the Gulf Cooperation Council region [10]. - OneSun Holdings announced a placement of new H shares at a discount of approximately 14.89%, aiming to raise around HKD 195 million for business investments and overseas expansion [11]. - Zhonghui Group reported a 28% decline in interim profit, with a net profit of HKD 244 million, despite a revenue increase of 7.52% [12].

· 2025 年 4 月 25 日 国都港股操作导航 盈富(02800)跌 0.8%，报 22.22 元，成交居首达 147.35 亿元。成交第二大是小米(01810)，升 1.6%，报 48.2 元。成交第三大是阿里巴巴(09988)，跌 1.9%。京 东(09618)跌 6.2%，为表现最差蓝筹；美团(03690)亦挫 5.2%。金价反弹，黄金相关股普遍回稳。周大福(01929) 急弹6.9%，为表现最好蓝筹。生物科技指数逆市升2.1%； 翰森(03692)升 2.1%；荣昌生物(09995)升 17.1%；康方 生物(09926)升 7.6%；信达生物(01801)升 6.8%。 市场关注中美关税战会否缓和。港股三日飙逾千点 后，昨日回吐逾百点。 网址：www.guodu.com.hk 每日投资策略 海外市场重要指数 收市 幅度 道琼斯工业指数 40,093.40 1.23% 标普 500 指数 5,484.77 2.03% 纳斯达克综合指数 17,166.04 2.74% 英国富时 100 指数 8,407.44 0.05% 德国 DAX 指数 22,064.51 0.47% 日经 225 指数 35 ...

Market Overview - The Hang Seng Index rose by 510 points, closing at 22,072, marking a three-day cumulative increase of 1,015 points or 4.8% [3] - The total market turnover for the day was HKD 260.619 billion [3] - The Hang Seng Tech Index increased by 150 points or 3.1%, closing at 5,049 [3] Economic Indicators - Hong Kong's inflation rate for March remained at 1.4%, consistent with February's rate, but lower than the average of 1.7% for the first two months of the year [7] - The basic inflation rate, excluding government relief measures, was 1%, slightly down from 1.1% in February [7] - The Consumer Price Index for the first quarter showed an annual increase of 1.6% [7] Company News - New Oriental reported a slight increase in third-quarter profit of 0.1%, with net revenue of USD 1.183 billion, a year-on-year decrease of 2.01% [12] - NIO's founder expressed confidence that the Chinese automotive industry will eventually capture 40% of the global market share, citing current production levels of approximately 30 million vehicles [13] - Cathay Pacific's passenger numbers increased by 19.8% year-on-year in March, with a total of 2.2562 million passengers [14] Industry Developments - The MPF (Mandatory Provident Fund) scheme is set to allow employees to transfer their employer's contributions once a year, balancing various considerations to avoid administrative costs [8] - The Hong Kong government aims to expand its commercial network by signing free trade agreements with more economies, promoting opportunities for SMEs [9] - The U.S. Treasury Secretary indicated that the current tariff standoff with China is unsustainable and expects a resolution, which could ease market tensions [10]

· 2025 年 4 月 23 日 国都港股操作导航 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 39,186.98 | 2.66% | | 标普 500 指数 | 5,287.76 | 2.51% | | 纳斯达克综合指数 | 16,300.42 | 2.71% | | 英国富时 100 指数 | 8,328.60 | 0.64% | | 德国 DAX 指数 | 21,293.53 | 0.41% | | 日经 225 指数 | 34,220.60 | -0.17% | | 台湾加权指数 | 18,793.43 | -1.64% | | 内地股市 | | | | 上证指数 | 3,299.76 | 0.25% | | 深证成指 | 9,870.05 | -0.36% | | 香港股市 | | | | 恒生指数 | 21,562.32 | 0.78% | | 国企指数 | 7,950.79 | 0.68% | | 红筹指数 | 3,794.09 | 0.94% | | 恒生科技指数 | 4,899.21 | 0.24% | | AH 股溢价指数 ...