農銀國際證券有限公司及/或與其聯屬公司，曾在過去12個月內，與建設銀行,光大銀行,中金公司,中信建投,農業銀行, 每天導讀 3,600 3,800 4,000 4,200 4,400 4,600 4,800 5,000 5,200 5,400 03/2304/2305/2306/2307/2308/2309/2310/2311/2312/2301/2402/24 來源：彭博 | --- | --- | --- | --- | |--------------------------|------------|----------|------------| | 指數 | 收市 | 日比(%) | 5日(%) | | 恒生 | 16473.64 | (0.16) | (1.57) | | H股 | 5754.65 | (0.05) | (1.60) | | 紅籌 | 3487.47 | 0.06 | (1.41) | | HSC大型股 | 1501.89 | (0.22) | (1.80) | | HSC中型股 | 3349.42 | (0.32) | (2.43) | | AH股溢價 | 150.88 | 0. ...

每天導讀 世界經濟論壇：氣候及自然轉型涉及資金 每年增加逾3萬億美元 紫金礦業：在當前鋰價範圍內 "兩湖一礦 "順利投產後仍將有一定利潤 | --- | --- | --- | --- | |--------------------------|------------|----------|------------| | 指數 | 收市 | 日比(%) | 5日(%) | | 恒生 | 16473.64 | (0.16) | (1.57) | | H股 | 5754.65 | (0.05) | (1.60) | | 紅籌 | 3487.47 | 0.06 | (1.41) | | HSC大型股 | 1501.89 | (0.22) | (1.80) | | HSC中型股 | 3349.42 | (0.32) | (2.43) | | AH股溢價 | 150.88 | 0.70 | 0.90 | | 滬深300 | 3525.76 | (0.54) | (2.16) | | 富時中國A50 | 12083.87 | 0.00 | (0.52) | | 上證180 | 7689.65 | (0.30) | (1 ...

2024年3月19日 免责声明 . 收市 日比(%) 5日(%) 16,737.12 0.10 0.90 5,848.15 0.48 1.73 3,537.45 0.56 3.53 1,529.39 0.31 1.22 3,432.80 0.69 1.53 149.53 0.27 (1.41) 3,603.53 0.94 0.40 12,189.21 0.00 (0.47) 7,834.05 0.77 (0.02) 5,257.70 1.04 0.87 19,879.85 1.00 0.78 (0.26) 38,707.64 (0.29) 38,790.43 0.20 0.05 5,149.42 0.63 0.62 16,103.45 0.82 0.53 17,932.68 (0.02) 1.05 (0.06) 7,722.55 0.70 8,148.14 (0.20) 1.60 市价 日比(%) 5日(%) 82.75 0.04 6.69 2,165.50 0.06 -0.03 582.40 1.23 3.67 287.24 0.92 3.33 3,842.19 0.82 2.49 1个月(%) 汇率 5日 ...

˙中国人民银行要求完善银行卡受理环境 ˙欧盟拟调查中国芯片风险 根据中原地产，周末香港十大屋苑录得28宗成交，按周下跌24%；而前一周末录得37宗 成交，创三年最高。如周末数据可作为风向参考，香港房屋销售的反弹势头开始降温。 (彭博） 香港十大屋苑周末成交量下滑 2 2024年3月19日 | --- | --- | |---------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

经济透视 中国首 2 月宏观经济有所回升 2024 年 3 月 18 日 分析员:姚少华博士 电话: 852-2147 8863 电邮: yaoshaohua@abci.com.hk 今年首 2 个月城镇固定资产投资同比增长 4.2%1，高于市场预期的 3.2%增速，亦高于去年全年 3.0%以 及 12 月单月 4.1%的增速（图 1）。分投资领域来看，首 2 个月制造业投资增长 9.4%，增速比去年全年 加快 2.9 个百分点；基建投资增长 6.3%，增速比去年全年加快 0.4 个百分点；房地产投资同比下降 9.0%， 比去年全年9.6%的跌幅有所收窄。今年首2个月社会消费品零售销售同比增长5.5%，较去年12月7.4% 的增幅有所放缓，略低于市场所预期的 5.6%增幅（图 2）。今年首 2 个月工业增加值增速由去年 12 月 的 6.8%回升至 7.0%，大幅高于市场预期的 5.2%增速（图 3）。 图 1：中国城镇固定资产投资年初至今增长（%） 来源: 国家统计局, 农银国际证券 -15.0 -10.0 -5.0 0.0 5.0 10.0 15.0 20.0 25.0 02/22 04/22 06/22 ...

2024年3月19日 每天导读 收市 日比(%) 5日(%) 16,737.12 0.10 0.90 5,848.15 0.48 1.73 3,537.45 0.56 3.53 1,529.39 0.31 1.22 3,432.80 0.69 1.53 149.53 0.27 (1.41) 3,603.53 0.94 0.40 12,189.21 0.00 (0.47) 7,834.05 0.77 (0.02) 5,257.70 1.04 0.87 19,879.85 1.00 0.78 (0.26) 38,707.64 (0.29) 38,790.43 0.20 0.05 5,149.42 0.63 0.62 16,103.45 0.82 0.53 17,932.68 (0.02) 1.05 (0.06) 7,722.55 0.70 8,148.14 (0.20) 1.60 市价 日比(%) 5日(%) 82.75 0.04 6.69 2,165.50 0.06 -0.03 582.40 1.23 3.67 287.24 0.92 3.33 3,842.19 0.82 2.49 1个月(%) 汇率 5日(% ...

2024年3月19日 | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------| | | | | 指数 | | | 恒生 | | | H 股 | | | 红筹 | | | HSC 大型股 | | | HSC 中型股 | | | AH股溢价 | | | 沪深300 | | | 富时中国A50 | | | 上证180 上证380 | | | 台北加权 | | | 日经225 | | | 道琼斯 | | | 标普500 | | | 纳斯达克 德国DAX 30 富时100 ...

Core Insights - The report highlights the strong performance of China's industrial value-added and fixed asset investment in the first two months of the year, with industrial value-added growing by 7% year-on-year, surpassing the expected 5.2% [9][10]. - The report notes that fixed asset investment excluding rural households increased by 4.2% year-on-year, significantly above the forecast of 3.2% [9][10]. - The real estate sector remains a drag on the economy, with real estate development investment declining by 9% [9][10]. Company News - Apple is reportedly in discussions with Google to integrate the Gemini AI model into the iPhone, which could lead to a significant agreement in the AI industry [17]. - Tsinghua Unigroup has optimized its debt repayment plan for two USD bonds, including options for cash prepayment and increased buyback prices [17]. - Longi Green Energy, the world's largest solar company, is planning to cut nearly one-third of its workforce due to industry overcapacity and intense competition [17]. - Evergrande Group has been penalized by the China Securities Regulatory Commission for inflating revenues by over 564.1 billion yuan (approximately 78 billion USD) through financial fraud in 2019 and 2020 [17]. Market Trends - The report indicates that U.S. residential builder confidence has risen to an eight-month high, with the National Association of Home Builders/Wells Fargo Housing Market Index increasing by 3 points to 51 [27]. - The report also mentions that the yield on the 2-year U.S. Treasury bond has reached its highest level since December, reflecting a decrease in expectations for interest rate cuts by the Federal Reserve [5][25]. - The European Union is reportedly considering an investigation into the use of Chinese mature process or low-end chips by local companies, highlighting potential risks to national security and global supply chains [6]. Investment Insights - The report provides a detailed overview of various companies listed in Hong Kong and their respective market performance, including price-to-earnings ratios and price-to-book ratios, indicating potential investment opportunities [19]. - The report notes that the Hong Kong property market is showing signs of cooling, with a 24% week-on-week decline in transactions in the top ten housing estates [15][16]. Economic Indicators - The report summarizes key economic indicators for China, including fixed asset investment growth of 4.2% and industrial value-added growth of 7% for the first two months of the year, both exceeding market expectations [24]. - It also highlights the retail sales growth of 5.5%, which aligns with forecasts, and a decline in property investment, indicating ongoing challenges in the real estate sector [24].

2024年3月19日 每天导读 免责声明 . | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------| | | | | 指数 | | | 恒生 | | | H 股 | | | 红筹 | | | HSC 大型股 | | | HSC 中型股 | | | AH股溢价 | | | 沪深300 | | | 富时中国A50 | | | 上证180 上证380 | | | 台北加权 | | | 日经225 | | | 道琼斯 | | | 标普500 | | | 纳斯达克 德国 ...

中国1-2月工业增加值及固定资产投资的增 长超乎预期 中国人民银行近日在上海召开"加强卡基市场建设 完善卡基生态"座谈会，称要加强 卡基市场建设，完善卡基产业生态，打通产业发展堵点难点，不断提升支付服务的包容 性。会议要求，银行卡产业各方要加大资源投入，完善银行卡受理环境。(彭博） 中国人民银行要求完善银行卡受理环境 香港吸引外资的行动，获得了一批引人注目的国际投资者响应，其中就包括迪拜酋长阿 勒马克图姆的侄子Sheikh Ali Al Maktoum — 他的家族理财室也开到了香港。这间将 管理至多5亿美元资产的投资机构，正在亚洲的人工智能、电动汽车、旅游和金融科技 等领域寻找机会。(彭博） 迪拜酋长之侄在香港开设家族理财室 根据中原地产，周末香港十大屋苑录得28宗成交，按周下跌24%；而前一周末录得37宗 成交，创三年最高。如周末数据可作为风向参考，香港房屋销售的反弹势头开始降温。 (彭博） 香港十大屋苑周末成交量下滑 2 2024年3月19日 | --- | --- | |---------------------------------------------------------------|-- ...