香港交易所信息显示，贝莱德在哔哩哔哩(09626.HK)的持股比例于04月09日从5.21%降至4.95%。 ...

智通财经APP获悉，美豁免部分产品"对等关税"，港股今日全天强势，三大指数均收涨逾2%，实现五连 涨。截止收盘，恒生指数涨2.4%或502.71点，报21417.4点，全日成交额2533.89亿港元；恒生国企指数 涨2.11%，报7965.81点；恒生科技指数涨2.34%，报5015.12点。 华泰证券指出，往前看，在第一波对等关税扰动发生后，坚定看好港股相对收益表现，原因是：1）产 业上，市场中业绩与关税敏感性较高的出口链及中游制造企业市值占比较低；2）科技企业盈利表现或 将持续支持港股行情演绎；3）外部冲击扰动下，市场或对内需政策存在较大预期。 蓝筹股表现 港交所(00388)表现亮眼。截至收盘，涨6.91%，报334港元，成交额57.31亿港元，贡献恒指43.24点。4 月13日，香港特区政府财政司司长陈茂波发表网志表示，针对全球最新变化，已指示证监会和港交所做 好准备，若在海外上市的中概股希望回流，必须让香港成为它们首选的上市地。港交所亦会加紧做好在 东盟和中东市场的联系和推广工作，吸引更多当地优质企业来港上市，同时汇聚更多国际资金到港，进 一步提升香港国际金融中心的实力和地位。 其他蓝筹股方面，石药 ...

金融界4月14日消息，上证指数高开高走，中证香港300现代服务指数 (H300现代服务，H30107)报 1442.23点。 从中证香港300现代服务指数持仓样本的行业来看，金融占比34.49%、通信服务占比27.84%、可选消费 占比24.40%、房地产占比4.48%、公用事业占比3.79%、工业占比2.25%、医药卫生占比1.61%、信息技 术占比1.14%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样本中剔除。样本公司发生收 购、合并、分拆等情形的处理，参照计算与维护细则处理。 据了解，中证香港300主题指数系列从中证香港300指数样本中根据中证行业分类选取符合相应主题的证 券作为指数样本，反映了在香港交易所上市各主题证券的整体表现。该指数以2004年12月31日为基日， 以1000.0点为基点。 从指数持仓来看，中证香港300现代服务指数十大权重分别为：腾讯控股（17.81%）、阿里巴巴-W （12.17%）、汇丰控股（8.41%）、美团-W（5.41%）、建设银行（4.82%）、友邦 ...

Group 1 - UBS Group increased its stake in Miniso from 8.99% to 9.74% as of April 7 [1]

Group 1 - Deutsche Bank's stake in Li Auto-W decreased from 17.13% to 16.97% on April 7 [1]

Group 1 - FIL Limited's stake in Li Ning decreased from 5.27% to 4.97% as of April 7 [1] - The average share price during this period was 15.5828 HKD [1]

Group 1 - The core point of the article is that American Capital Group has reduced its stake in Trip.com Group Ltd from 10.04% to 9.97% as of April 7 [1] - The average share price during this reduction was reported at 421.3210 HKD [1]

Group 1 - Morgan Stanley increased its stake in WuXi AppTec from 1.67% to 5.75% as of April 2 [1]

Core Viewpoint - CICC maintains a target price of HKD 435 for Hong Kong Exchanges and Clearing (00388) and an outperform rating, with earnings forecasts largely unchanged [1] Group 1: Revenue and Earnings Forecast - For Q1 2025, revenue is expected to increase by 31% year-on-year and 7% quarter-on-quarter to HKD 6.83 billion, with fee income (excluding investment income) projected to rise by 47% year-on-year and 10% quarter-on-quarter to HKD 5.65 billion [1] - Profit is anticipated to grow by 36% year-on-year and 7% quarter-on-quarter to HKD 4.05 billion [1] Group 2: Market Activity and Trading Performance - The average daily trading (ADT) for Hong Kong stocks in Q1 2025 is expected to rise by 144% year-on-year and 30% quarter-on-quarter to HKD 242.7 billion, with southbound ADT increasing by 255% year-on-year and 41% quarter-on-quarter to HKD 109.9 billion [2] - The number of IPOs completed in Q1 2025 is 15, raising HKD 18.2 billion, which represents a 279% year-on-year increase but a 43% quarter-on-quarter decline [2] Group 3: Investment Income and Margin Trends - Investment income is projected to decline by 15% year-on-year and 5% quarter-on-quarter to HKD 1.14 billion, primarily due to high base effects from external equity investment returns [3] - The margin size may decrease quarter-on-quarter due to a decline in derivative trading margin ratios influenced by lower volatility [3] Group 4: Market Outlook and Valuation - The current forward P/E ratio for Hong Kong Exchanges is at historical relative lows, trading at the 36% and 24% percentiles of the last three and five years, respectively [4] - Anticipated policy developments and market reforms are expected to support trading activity and provide a catalyst for valuation recovery [4]

Core Insights - The article highlights the top short-selling stocks in the Hong Kong market, indicating significant investor sentiment against these companies [1][2]. Short Selling Ratios - The top three stocks with the highest short-selling ratios are Great Wall Motors-R (89.22%), Li Ning-R (82.43%), and BYD Company-R (79.48%) [1][2]. - Other notable companies with high short-selling ratios include Baidu Group-SWR (77.03%) and Lenovo Group-R (73.78%) [2]. Short Selling Amounts - The highest short-selling amounts are recorded for Tencent Holdings (67.43 billion), Xiaomi Group-W (56.17 billion), and Alibaba-SW (52.37 billion) [1][2]. - BYD Company also appears in the top short-selling amounts with 38.64 billion [2]. Deviation Values - The stocks with the highest deviation values, indicating a significant difference from their average short-selling ratios over the past 30 days, are Hong Kong Exchanges-R (60.43%), Baidu Group-SWR (52.06%), and BYD Company-R (37.56%) [1][2]. - Great Wall Motors-R and China Bank Hong Kong-R also show notable deviation values of 35.61% and 35.39%, respectively [2].