· 2025 年 4 月 17 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 39669.39 -1.73 标普 500 指数 5275.7 -2.24 纳斯达克综合指数 16307.16 -3.07 英国富时 100 指数 8275.6 0.32 德国 DAX 指数 21311.02 0.27 日经 225 指数 33920.4 -1.01 台湾加权指数 19468 -1.96 内地股市 上证指数 3276 0.26 深证成指 9774.73 -0.85 香港股市 恒生指数 21056.98 -1.91 国企指数 7779.01 -2.55 红筹指数 3708.09 -0.47 恒生科技指数 4796.28 -3.72 AH 股溢价指数 138.15 1.72 恒生期货 (04 月) 21008 -1.04 恒生期货 (05 月) 20900 -1.06 国都香港研究部 电话：852-34180288 网址：www.guodu.com.hk 每日投资策略 复活节假期前夕 港股料交投淡静 美国启动对稀土、铀等关键矿产进口调查，同时要求辉 达(Nvidia)对华出口 H20 芯片前须获得许 ...

Group 1: Market Overview - The report indicates that the Hang Seng Index (HSI) has shown a significant recovery, rising over 500 points after five consecutive weeks of decline, attributed to easing trade tensions and strong export performance from mainland China [3][6]. - The HSI opened high at 21,363 points, reaching a peak of 21,517 points during the day, ultimately closing at 21,417 points, reflecting a 2.4% increase [3]. - The total market turnover for the day was approximately 253.39 billion HKD [3]. Group 2: Economic Indicators - Mainland China's exports in March increased by 12.4% year-on-year, significantly surpassing market expectations of a 4.6% increase, while imports fell by 4.3% [6]. - The total value of imports and exports in March was 525.18 billion USD, with a trade surplus of 102.64 billion USD [6]. - For the first quarter, the total value of imports and exports was 1.43 trillion USD, with exports growing by 5.8% and imports declining by 7% [6]. Group 3: Company News - Pop Mart (09992) announced a comprehensive upgrade of its organizational structure to support its global strategy, with plans to establish regional headquarters in Greater China, the Americas, Asia-Pacific, and Europe [11]. - China State Construction Industry (00830) reported a slight increase in operating profit of 0.19% for the first quarter, with revenue rising by 2.99% [12]. - Dongfang Securities (03958) revealed a significant increase in net profit of 62.08% for the first quarter, driven by growth in its proprietary trading and wealth management businesses [13].

· 2025 年 4 月 14 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 40212.71 1.56 标普 500 指数 5363.36 1.81 纳斯达克综合指数 16724.46 2.06 英国富时 100 指数 7964.18 0.64 德国 DAX 指数 20374.1 -0.92 日经 225 指数 33585.58 -2.96 台湾加权指数 19528.77 2.78 内地股市 上证指数 3238.23 0.45 深证成指 9834.44 0.82 香港股市 恒生指数 20914.69 1.13 国企指数 7801.51 1.74 红筹指数 3683.96 1.11 恒生科技指数 4900.43 1.80 AH 股溢价指数 136.67 -1.95 恒生期货 (04 月) 21059 0.97 恒生期货 (05 月) 20980 1.14 国都香港研究部 电话：852-34180288 网址：www.guodu.com.hk 汇控(00005)与腾讯(00700)各跌 0.3%；友邦(01299)下 滑 1%；阿里巴巴(09988)降 1.7%；携程(09961)挫 4. ...

· 2025 年 4 月 10 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 | 40,608.45 | 7.87% | | 标普 500 指数 | 5,456.90 | 9.52% | | 纳斯达克综合指数 | 17,124.97 | 12.16% | | 英国富时 100 指数 | 7,679.48 | -2.92% | | 德国 DAX 指数 | 19,670.88 | -3.00% | | 日经 225 指数 | 31,714.03 | -3.93% | | 台湾加权指数 | 17,391.76 | -5.79% | | 内地股市 | | | | 上证指数 | 3,186.81 | 1.31% | | 深证成指 | 9,539.89 | 1.22% | | 香港股市 | | | | 恒生指数 | 20,264.49 | 0.68% | | 国企指数 | 7,535.68 | 1.41% | | 红筹指数 | 3,593.24 | 1.78% | | 恒生科技指数 | 4,689.19 | 2.64% | | AH 股溢价 ...

· 2025 年 4 月 9 日 星期三 | 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 | 37,645.59 | -0.84% | | 标普 500 指数 | 4,982.77 | -1.57% | | 纳斯达克综合指数 | 15,267.91 | -2.15% | | 英国富时 100 指数 | 7,910.53 | 2.71% | | 德国 DAX 指数 | 20,280.26 | 2.48% | | 日经 225 指数 | 31,771.17 | -3.76% | | 台湾加权指数 | 18,459.95 | -4.02% | | 内地股市 | | | | 上证指数 | 3,145.55 | 1.58% | | 深证成指 | 9,424.68 | 0.64% | | 香港股市 | | | | 恒生指数 | 20,127.68 | 1.51% | | 国企指数 | 7,430.62 | 2.31% | | 红筹指数 | 3,530.28 | 1.76% | | 恒生科技指数 | 4,568.38 | 3 ...

电话：852-34180288 网址：www.guodu.com.hk 每日投资策略 恒指收跌 3021 点 大市成交创史上最高 · 2025 年 4 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 | 37,965.60 | -0.91% | | 标普 500 指数 | 5,062.25 | -0.23% | | 纳斯达克综合指数 | 15,603.26 | 0.10% | | 英国富时 100 指数 | 7,702.08 | -4.38% | | 德国 DAX 指数 | 19,789.62 | -4.13% | | 日经 225 指数 | 31,136.58 | -7.83% | | 台湾加权指数 | 19,232.35 | -9.70% | | 内地股市 | | | | 上证指数 | 3,096.58 | -7.34% | | 深证成指 | 9,364.50 | -9.66% | | 香港股市 | | | | 恒生指数 | 19,828.30 | -13.22% | | 国企指数 | 7,262.72 | -13.7 ...

· 2025 年 4 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 | 38,314.86 | -5.50% | | 标普 500 指数 | 5,074.08 | -5.97% | | 纳斯达克综合指数 | 15,587.79 | -5.82% | | 英国富时 100 指数 | 8,054.98 | -4.95% | | 德国 DAX 指数 | 20,641.72 | -4.95% | | 日经 225 指数 | 33,780.58 | -2.75% | | 台湾加权指数 | 21,298.22 | 0.08% | | 内地股市 | | | | 上证指数 | 3,342.01 | -0.24% | | 深证成指 | 10,365.73 | -1.40% | | 香港股市 | | | | 恒生指数 | 22,849.81 | -1.52% | | 国企指数 | 8,420.14 | -1.31% | | 红筹指数 | 3,873.88 | 0.31% | | 恒生科技指数 | 5,313.26 | -2.09% | | ...

Group 1: Market Overview - The Hong Kong stock market is expected to experience low trading activity ahead of the Qingming Festival, with investors adopting a wait-and-see approach following the announcement of reciprocal tariff measures by the U.S. President [2][3] - The Hang Seng Index opened lower and fluctuated throughout the day, ultimately closing at 23,202, a slight decrease of 4 points, with total market turnover reaching 216.598 billion [3] Group 2: Macro & Industry Dynamics - Hong Kong is reportedly considering establishing an over-the-counter trading market for delisted stocks, providing investors with an opportunity to recover losses from nearly worthless securities [6] - Deloitte forecasts that Hong Kong's IPO market will remain strong, with expectations of 80 new listings and a fundraising scale of 130 to 150 billion, following a significant increase in new listings and capital raised in the first quarter [7] Group 3: Company News - Dongfeng and Changan Automobile are in the final stages of merger negotiations, which would create the largest automotive company in mainland China, focusing on electric vehicle development [9] - BYD has announced a price reduction for its electric vehicles in Japan, marking its first price cut in the country, aimed at boosting sales amid stagnant demand [10] - Postal Savings Bank of China plans to raise 130 billion RMB through A-share placement, which is expected to enhance its core Tier 1 capital ratio by 1.5 percentage points [11]

Group 1: Market Overview - The report indicates that the Hong Kong stock market is under pressure due to concerns over a potential resurgence of trade wars, with the Hang Seng Index experiencing a decline of 263 points or 1.1% last week, marking three consecutive weeks of losses [3] - The report highlights that the Hang Seng Index opened at 23,672 points but later fell to a low of 23,254 points during trading, ultimately closing at 23,426 points, down 152 points or 0.6% [3] - The total market turnover for the day was HKD 22.96 billion [3] Group 2: Real Estate Sector - The Rating and Valuation Department projects a 14% decrease in private residential completions in Hong Kong for 2025, estimating 20,860 units, down from 24,260 units in 2024 [6] - The report notes that the vacancy rate for private residential units rose to approximately 4.5%, the highest level since 2010, with 57,900 units remaining vacant by the end of 2024 [6] - In 2026, the New Territories are expected to be the primary supply area, accounting for 69% of completions, with Sai Kung contributing 27% [6] Group 3: Company News - Geely is reportedly consolidating its digital cockpit system development teams into a unified group, employing nearly 2,000 engineers to enhance efficiency and reduce redundancy [9] - Lenovo Holdings announced a turnaround with a net profit of RMB 133 million for the fiscal year ending December 2024, compared to a loss of RMB 3.874 billion in 2023, with total revenue increasing by 17.61% to RMB 512.806 billion [10] - Xindong Company reported a net profit of RMB 812 million for the year ending last December, a significant recovery from a loss of RMB 83.39 million in 2023, with revenue rising by 47.89% to RMB 5.012 billion [11] Group 4: Investor Sentiment - The CEO of Hong Kong Exchanges and Clearing noted an increase in interest from overseas investors in Chinese assets, particularly those listed in Hong Kong, following promotional activities in the U.S. [7] - The report mentions that over 130 companies are currently waiting to list in Hong Kong, including those with market capitalizations exceeding RMB 1 trillion, indicating a favorable trend for new listings [7]

· 2025 年 3 月 28 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 | 42,299.70 | -0.37% | | 标普 500 指数 | 5,693.31 | -0.33% | | 纳斯达克综合指数 | 17,804.03 | -0.53% | | 英国富时 100 指数 | 8,666.12 | -0.27% | | 德国 DAX 指数 | 22,678.74 | -0.70% | | 日经 225 指数 | 37,799.97 | -0.60% | | 台湾加权指数 | 21,951.76 | -1.39% | | 内地股市 | | | | 上证指数 | 3,373.75 | 0.15% | | 深证成指 | 10,668.10 | 0.23% | | 香港股市 | | | | 恒生指数 | 23,578.80 | 0.41% | | 国企指数 | 8,677.68 | 0.27% | | 红筹指数 | 3,875.42 | 0.67% | | 恒生科技指数 | 5,589.12 | 0.29% | | AH ...