观点网讯：1月18日，新鸿基旗下西沙SIERRA SEA第2A期次轮229伙单位沽清后，发展商紧急加推6号 价单，涉及155伙单位，实用面积297至700平方呎，扣除最高15%折扣后折实价370万元起，折实呎价 10698至15300元。同时项目将于周三推售218伙单位。 过往报道，1月16日，新鸿基地产旗下西沙SIERRA SEA第2A期次轮经核实共接获49257个购楼意向登 记，当中881张票为代理入票，以1月17日推售的229伙单位计算，超额认购逾214倍。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

智通财经APP获悉，周五，美股三大指数齐跌。恒生指数ADR下跌，按比例计算，收报26581.34点，较香港收市跌263.62点或0.98%。 大型蓝筹股多数下跌，汇丰控股收报128.695港元，较香港收市涨0.15%;腾讯控股收报612.833港元，较香港收市跌0.76%。 | 序号 | 名称 | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADR代码 | ADR换算价(HKD) | 较浅 较港股升跌 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 0) 00700 | 617.500 | -4.500 | -0.72% | TCEHY | 612.833 | -4.667 | | 2 | M-BBBB08 | 09988 | 166.200 | +1.600 | 0.97% | BABA | 161.200 | -5.000 | | 3 | 汇丰控股 | 00005 | 128.500 | +0.300 | 0.23% | HSBC | 128.695 | +0.195 | | 4 | 建设银行 | 0093 ...

Core Viewpoint - As of January 15, a total of 105 stocks reached their 52-week highs, with notable performers including 德莱建业 (01546), 东曜药业－Ｂ (01875), and 大森控股 (01580) achieving high rates of 78.00%, 51.36%, and 37.61% respectively [1]. Summary by Category 52-Week Highs - 德莱建业 (01546) closed at 0.355, with a peak of 0.445, marking a high rate of 78.00% [1]. - 东曜药业－Ｂ (01875) closed at 4.190, reaching a high of 4.450, with a high rate of 51.36% [1]. - 大森控股 (01580) closed at 0.275, with a peak of 0.300, achieving a high rate of 37.61% [1]. - 顺兴集团控股 (01637) and 怡园酒业 (08146) also showed significant increases, with high rates of 36.36% and 24.74% respectively [1]. Additional Notable Stocks - JBB BUILDERS (01903) reached a high rate of 24.12% with a closing price of 2.830 [1]. - 天臣控股 (01201) and 江苏创新 (02116) had high rates of 15.38% and 15.00% respectively [1]. - 万国黄金集团 (03939) and 竣球控股 (01481) also performed well, with high rates of 12.95% and 12.44% respectively [1]. 52-Week Lows - The report also noted stocks reaching 52-week lows, with 天彩控股 (03882) showing a low rate of -14.42% [3]. - 中国智慧能源 (01004) and 基石控股 (01592) followed with low rates of -13.64% and -12.86% respectively [3]. - 弘毅文化集团－旧 (02990) and 中原建业 (09982) also reported significant declines of -9.09% and -6.06% respectively [3].

| 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 阿里巴巴-W(09988) | 40.31 亿元 | 9.88% | -4.41% | | 腾讯控股(00700) | 25.53 亿元 | 14.07% | 3.39% | | 阿里健康(00241) | 17.76 亿元 | 23.84% | 1.53% | | 美团-W(03690) | 13.57 亿元 | 16.66% | -0.03% | | 小米集团-W(01810) | 10.94 亿元 | 16.34% | -4.90% | | 快手-W(01024) | 9.57 亿元 | 16.38% | 1.36% | | 中国人寿(02628) | 8.95 亿元 | 24.11% | 3.90% | | 泡泡玛特(09992) | 8.79 亿元 | 36.21% | 13.10% | | 中国平安(02318) | 7.50 亿元 | 19.75% | -8.73% | | 携程集团-S(09961) | 7.09 亿元 | 22.75% | 6.46% | 前十大沽空偏离值排行 ...

Market Overview - The Hang Seng Index (HSI) closed at 26,783.18, down by 216.63 points or 0.80% as of January 14, 16:00 Eastern Time [1] - The index reached a high of 26,918.58 and a low of 26,724.89 during the trading session, with a trading volume of 82.41 million [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 127.501, up by 0.39% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 632.594, down by 0.06% compared to the Hong Kong close [2] Stock Price Movements - Tencent Holdings (00700) latest price is HKD 633.000, with an increase of HKD 5.500 or 0.88%, but its ADR price is HKD 632.594, showing a decrease of HKD 0.406 [3] - Alibaba Group (09988) latest price is HKD 169.000, up by HKD 9.100 or 5.69%, with an ADR price of HKD 165.595, down by HKD 3.405 [3] - HSBC Holdings (00005) latest price is HKD 127.000, up by HKD 0.600 or 0.47%, with an ADR price of HKD 127.501, up by HKD 0.501 [3] - Other notable movements include Meituan (03690) down by 3.24% and Ctrip Group (09961) down by 6.49% [3]

免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：1月14日，新鸿基地产位于香港粉岭北第10区项目获屋宇署批出建筑图则，将建两幢16层商 住大厦，总楼面约38.99万平方呎，预计2025年11月动工。 根据公开资料整理，项目已于2024年完成补地价，设3层平台、1层地库及住客休憩设施，并附设公共交 通交汇处；住宅楼面约27.9万平方呎，非住宅楼面约11.1万平方呎，将分期推进。 ...

Market Performance - The Shanghai Composite Index rose by 3.8%, the Shenzhen Component Index increased by 4.4%, and the ChiNext Index went up by 3.9% this week [1] - The real estate sector (Shenwan) saw a rise of 5.1% [1] - The top five stocks by percentage increase were Chengjian Development (+34.5%), Yingxin Development (+22.0%), Shangshi Development (+20.8%), *ST Rongkong (+19.7%), and *ST Yangguang (+16.0%) [1] - The bottom five stocks by percentage decrease included Hainan Airport (-7.9%), Guangming Real Estate (-7.2%), Hezhan Energy (-5.5%), Shoukai Shares (-5.0%), and China Wuyi (-2.0%) [1] Real Estate Data Tracking - New homes: In the week of January 3-9, 42 key cities recorded a total transaction of 1.37 million square meters, a month-on-month decrease of 46.7% [1] - For January up to the week of January 9, new home transactions totaled 1.55 million square meters, down 30.1% month-on-month and 46.6% year-on-year [1] - Second-hand homes: In the week of January 3-9, 21 key cities saw a total transaction of 2.06 million square meters, a month-on-month increase of 25.4% [1] - For January up to the week of January 9, second-hand home transactions totaled 2.14 million square meters, down 16.1% month-on-month and 23.9% year-on-year [1] Industry News - The State Council, led by Premier Li Qiang, held a meeting to implement a package of fiscal and financial policies to boost domestic demand, including expanding the scope of public rental housing [2] - The central bank emphasized the continuation of a moderately loose monetary policy and the integration of incremental and stock policy effects [2] - Local policies include Shanghai's efforts to improve fair competition review mechanisms and Henan's support for local governments to issue special bonds for purchasing existing homes for affordable housing [2] - In Shenyang, the down payment for housing has been reduced to 15% until the end of 2026, while Chengdu extended its housing mutual assistance policy until the end of 2026 [2] Company Announcements - In December 2025, the sales figures for major real estate companies were as follows: Poly Development at 12.16 billion yuan (-18.9%), China Merchants Shekou at 25.84 billion yuan (-14.5%), and New Town Holdings at 1.35 billion yuan (-57.8%) [2] - China Overseas Development issued bonds with a 3-year term at an interest rate of 1.60%-2.60% and a 5-year term at 1.80%-2.80% [2] Personnel Changes - Vanke A's Yu Liang retired due to age, resigning from his positions as director and executive vice president [3] Investment Analysis - The real estate sector remains a crucial asset allocation and investment direction for Chinese households, with stable housing prices being significant for economic circulation [3] - The 20th Central Committee's emphasis on promoting high-quality development in real estate suggests potential policy support [3] - High-quality residential properties may see a development wave due to policy guidance and changes in supply-demand structure [3] - The Hong Kong private residential market sentiment is gradually recovering, indicating a potential revaluation for Hong Kong developers [3] - The sector is rated "positive," with recommended companies including China Resources Land, China Merchants Shekou, New Town Holdings, and others [3]

Core Viewpoint - The Hang Seng Index (HSI) experienced a slight decline, closing at 26,787.80, down 0.23% from the previous close, indicating a mixed performance in the Hong Kong stock market [1]. Group 1: Market Performance - The Hang Seng Index closed at 26,787.80, down 60.67 points or 0.23% [1]. - The index reached a high of 26,950.81 and a low of 26,739.26 during the trading session, with a trading volume of 52.77 million shares [1]. - The average price for the session was 26,845.04, with a 52-week high of 27,275.90 and a low of 19,335.70 [1]. Group 2: Major Blue-Chip Stocks - HSBC Holdings closed at HKD 127.188, up 0.62% compared to the previous close [2]. - Tencent Holdings closed at HKD 624.864, down 0.42% from the previous close [2]. - Alibaba Group saw a price increase of 3.63%, closing at HKD 159.900 [3]. - Other notable performances include AIA Group up 0.84% at HKD 84.400 and China Construction Bank up 1.17% at HKD 7.810 [3].

近日，新鸿基地产公布，旗下香港西沙SIERRA SEA第2A期首轮销售共收到约4.2万个购房意向登记， 以价单形式推出的213伙计算，超额认购逾196倍，刷新2023年8月油塘亲海駅II逾3.8万票纪录，成为新 的"盘票王"。而在1月10日正式开售后，首批213伙房源当日便宣告沽清。 事实上，香港楼市的热度已从2025年持续蔓延至2026年初，而背后一大推手是全面"撤辣"政策（即撤销 所有楼市"辣招"，包括取消买家印花税、新住宅印花税及额外印花税）效应的持续显现。中原地产亚太 区副主席兼住宅部总裁陈永杰表示，2025年，香港一手私人住宅成交量达2万宗，创"一手新例"后新 高。 在此背景下，业内对2026年香港楼市走势普遍持乐观态度，认为其已步入一个基本面更健康、发展更可 持续的全面上行新周期。 一二手成交宗数均创近年新高 "相比美元指数下跌、金价一年内上涨约六成，香港楼价较2021年高位仍低逾两成，现已触底，兼具追 落后条件及保值功能，相信可吸引投资者趁低吸纳。"陈永杰说。 租赁市场的新格局也为楼市回暖提供了重要支撑。陈永杰指出，香港租金持续高企，2025年9月CRI回 报率最新报3.56%，为近14年次高。 ...

蓝筹股方面，腾讯控股涨0.72%，收报627.5港元；香港交易所涨1.31%，收报431.8港元；中国移动跌 0.25%，收报80.95港元；汇丰控股涨1.85%，收报126.4港元。 香港本地股方面，长实集团跌0.19%，收报42.56港元；新鸿基地产涨1.22%，收报107.9港元；恒基地产 涨2.99%，收报31.72港元。 新华社香港1月13日电香港恒生指数13日涨239.99点，涨幅0.9%，收报26848.47点。全日主板成交 3151.92亿港元。 中资金融股方面，中国银行涨0.9%，收报4.48港元；建设银行涨1.17%，收报7.81港元；工商银行涨 0.96%，收报6.3港元；中国平安涨2.19%，收报70港元；中国人寿涨3.51%，收报33港元。 国企指数涨65.33点，收报9285.41点，涨幅0.71%。恒生科技指数涨6.59点，收报5869.79点，涨幅 0.11%。 （文章来源：新华社） 石油石化股方面，中国石油化工股份涨0.65%，收报4.65港元；中国石油股份涨1.36%，收报8.22港元； 中国海洋石油涨2.58%，收报21.48港元。 ...