每日晨报│2026 年 2 月 10 日 -主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 27,027 | +1.76% | +5.45% | | 恒生科技指数 | 5,417 | +1.34% | -1.78% | | 国企指数 | 9,168 | +1.52% | +2.86% | | 沪深 300 | 4,719 | +1.63% | +1.92% | | 上证综合指数 | 4,123 | +1.41% | +3.89% | | 深证成份指数 | 14,208 | +2.17% | +5.05% | | 中小板指 | 8,594 | +1.74% | +4.01% | | 道琼斯指数 | 50,135 | +0.04% | +4.31% | | 标普 500 指数 | 6,964 | +0.47% | +1.74% | | 纳斯达克指数 | 23,238 | +0.90% | -0.01% | | 伦敦富时指数 | 10,386 | +0.16% | +4.58% | | CAC40 指数 | 8,323 ...

Market Performance - The Hang Seng Index closed at 26,413, down 1.10% for the day but up 3.05% year-to-date [1] - The Hang Seng Tech Index fell 2.91% to 5,211, with a year-to-date decline of 5.52% [1] - The Dow Jones Index increased by 0.47% to 49,625, with a year-to-date gain of 3.25% [1] Currency Trends - The Renminbi Index stands at 98.340, showing a 1M increase of 0.36% and a 6M increase of 1.44% [2] - The USD/JPY exchange rate is at 155.570, with a 1M increase of 1.66% but a 6M decrease of 5.30% [2] Commodity Prices - Brent crude oil is priced at $71.460 per barrel, up 11.37% over the last month and 9.20% over the last six months [3] - Gold is trading at $5,038.03 per ounce, reflecting a significant increase of 50.48% over the last six months [3] Economic News - The U.S. GDP growth for Q4 last year was estimated at 1.4%, significantly below the expected 3% [5][14] - The unemployment rate in Hong Kong has risen to 3.9%, an increase of 0.1 percentage points [20] Company Updates - JD.com reported a 150% increase in robot order volume during the Spring Festival, driven by a significant rise in search and inquiry volumes [22][23] - Xuan Bamboo Biotechnology has been included in the Hang Seng Composite Index, effective March 9, 2026 [25] Sector Performance - The technology sector has shown a decline, with the Hang Seng Tech Index down nearly 3% [6] - The financial and real estate sectors remained stable, with notable increases in certain real estate stocks [6]

Market Overview - The Hang Seng Index closed at 27,032, down 0.86% for the day and up 5.47% year-to-date [1] - The Hang Seng Tech Index fell 1.65% to 5,408, with notable declines in major tech stocks [5] - The A-share market saw the Shanghai Composite Index close at 4,134, up 0.05%, while the Shenzhen Component Index rose 0.86% to 14,283 [5] Currency Performance - The Renminbi Index stood at 98.340, increasing by 0.36% over the past month and 1.44% over six months [2] - The US Dollar Index decreased by 2.10% in the last month and 1.34% over six months [2] Commodity Prices - Brent crude oil rose by 10.06% over the past month, reaching $69.570 per barrel [3] - Gold prices increased by 10.36% in the last month, currently priced at $5,073.21 per ounce [3] Company News - Grab reported its first annual profit of $268 million, a significant turnaround from a loss of $105 million the previous year, with Q4 profit soaring 533% year-on-year [13] - SoftBank's investment in OpenAI has yielded substantial returns, with an estimated investment gain of $19.8 billion, contributing to a return to profitability for the company [14][15] - MINIMAX launched its new programming model, MiniMax M2.5, which is designed for high-performance coding and competes with top international models [16] Stock Performance - Zijin Mining rose by 3.45% to HKD 45.02, making it the best-performing blue-chip stock [19] - Budweiser Asia saw a decline of 5.21% to HKD 7.83, marking it as one of the worst performers [19] IPO Information - Recent IPOs include Xian Dao Intelligent, which debuted at HKD 43.80, and Aixin Yuan Zhi, which started at HKD 24.12, both showing varied performance in their initial trading days [26] Economic Indicators - Hong Kong's overall export volume increased by 21.6% year-on-year in December, with significant growth in exports to Taiwan and the US [10][11]

Market Performance - The Hang Seng Index closed at 27,027, up 1.76% with a year-to-date increase of 5.45% [1] - The Hang Seng Technology Index rose by 1.34% to 5,417, but is down 1.78% year-to-date [1] - The Shanghai Composite Index increased by 1.41% to 4,123, with a year-to-date rise of 3.89% [4] - The Dow Jones Index reached a new high, closing at 50,135, up 0.04% year-to-date [4] Currency Trends - The Renminbi Index is at 98.340, up 0.36% over the last month and 1.44% over the last six months [2] - The Euro to USD exchange rate is at 1.187, increasing by 1.98% in one month and 2.17% in six months [2] Commodity Prices - Brent crude oil is priced at $67.63 per barrel, up 7.71% in one month and 4.01% in six months [3] - Gold is priced at $5,022.91 per ounce, with an increase of 11.38% in one month and 50.27% in six months [3] - Silver has seen a significant rise of 117.60% over the last six months, currently priced at $81.85 per ounce [3] Company Financials - Hong Kong Telecom (06823) reported a 4% increase in EBITDA for the year ending December 31, 2025, with total revenue rising by 5% to HKD 36.553 billion [9] - The number of 5G plan users in Hong Kong Telecom's postpaid customer base exceeded 2 million, representing 60% of the total postpaid customers [10] - Local data service revenue grew by 6% to HKD 14.31 billion, contributing to a 3% increase in overall local telecom service revenue [10] Mortgage Insurance Trends - In January, new mortgage insurance applications in Hong Kong fell by 8.7% to 460 cases, the lowest since November 2018 [11] - The total amount of new mortgage insurance also decreased by 7.1% to HKD 2.36 billion [11] - The usage ratio of mortgage insurance has dropped to 12.1%, the lowest level since November 2019 [12] Economic Indicators - The New York Federal Reserve reported a decrease in one-year inflation expectations to 3.1% in January, down from 3.4% in December [13][14] - The Federal Reserve's outlook on the U.S. fiscal situation and economic growth remains optimistic, with expectations of a significant GDP growth boost due to tax policy changes [15]

每日晨报│2026 年 2 月 5 日 -主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 26,847 | +0.05% | +4.75% | | 恒生科技指数 | 5,366 | -1.84% | -2.71% | | 国企指数 | 9,048 | -0.05% | +1.51% | | 沪深 300 | 4,698 | +0.83% | +1.48% | | 上证综合指数 | 4,102 | +0.85% | +3.36% | | 深证成份指数 | 14,156 | +0.21% | +4.67% | | 中小板指 | 8,526 | +0.02% | +3.18% | | 道琼斯指数 | 49,501 | +0.53% | +2.99% | | 标普 500 指数 | 6,882 | -0.51% | +0.54% | | 纳斯达克指数 | 22,904 | -1.51% | -1.45% | | 伦敦富时指数 | 10,402 | +0.85% | +4.74% | | CAC40 指数 | 8,262 | ...

Market Performance - The Hang Seng Index closed at 26,775, down 2.23% for the day and up 4.47% year-to-date [1] - The Hang Seng Tech Index fell 3.36% to 5,526, with most tech stocks declining [5] - The A-share market saw significant declines, with the Shanghai Composite Index down 2.48% to 4,015, marking a new low for over a month [6] Currency and Commodity Trends - The Renminbi Index is at 96.990, down 0.67% over the past month but up 1.34% over six months [2] - Brent crude oil prices increased by 8.99% over the past month, currently priced at $65.880 per barrel [2] - Gold prices rose by 8.43% in the last month, reaching $4,697.45 per ounce, while silver prices surged by 9.75% [2] Key News and Developments - The U.S. non-farm payroll report for January has been delayed due to a government shutdown, impacting market expectations [12] - Elon Musk's SpaceX and xAI are reportedly planning a merger, with a combined valuation of $1.25 trillion [14] - Trump's proposed $12 billion critical mineral reserve plan aims to reduce reliance on Chinese rare earths, leading to a surge in related stocks [15] - China's manufacturing PMI for January dropped to 49.3, indicating a contraction and falling short of expectations [16] Company-Specific Updates - BYD launched a new sub-brand, "Linghui Auto," targeting the B-end market with a range of electric and hybrid models [21] - Xpeng Motors reported new car deliveries of approximately 20,011 units in January, expanding its global presence to 60 countries [22] Sector Performance - The telecommunications sector in mainland China is facing potential price increases due to a rise in VAT rates from 6% to 9% for certain services [18][19] - The semiconductor and automotive sectors are under pressure, with significant declines in related stocks [5][6]

每日晨报│2026 年 1 月 30 日 -主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 27,968 | +0.51% | +9.12% | | 恒生科技指数 | 5,841 | -1.00% | +5.89% | | 国企指数 | 9,552 | +0.42% | +7.17% | | 沪深 300 | 4,753 | +0.76% | +2.68% | | 上证综合指数 | 4,157 | +0.16% | +4.77% | | 深证成份指数 | 14,300 | -0.30% | +5.73% | | 中小板指 | 8,663 | -0.91% | +4.84% | | 道琼斯指数 | 49,071 | +0.11% | +2.10% | | 标普 500 指数 | 6,969 | -0.13% | +1.80% | | 纳斯达克指数 | 23,685 | -0.72% | +1.91% | | 伦敦富时指数 | 10,171 | +0.17% | +2.42% | | CAC40 指数 | 8,071 ...

每日晨报│2026 年 1 月 26 日 -主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 26,749 | +0.45% | +4.37% | | 恒生科技指数 | 5,798 | +0.62% | +5.11% | | 国企指数 | 9,160 | +0.51% | +2.77% | | 沪深 300 | 4,702 | -0.45% | +1.57% | | 上证综合指数 | 4,136 | +0.33% | +4.22% | | 深证成份指数 | 14,439 | +0.79% | +6.76% | | 中小板指 | 8,883 | +0.69% | +7.50% | | 道琼斯指数 | 49,098 | -0.58% | +2.15% | | 标普 500 指数 | 6,915 | +0.03% | +1.02% | | 纳斯达克指数 | 23,501 | +0.28% | +1.12% | | 伦敦富时指数 | 10,143 | -0.07% | +2.14% | | CAC40 指数 | 8,143 ...

Market Performance - The Hang Seng Index closed at 26,923, down 0.28% with a year-to-date increase of 5.05% [1] - The Hang Seng Tech Index closed at 5,828, down 1.35% with a year-to-date increase of 5.66% [1] - The CSI 300 Index closed at 4,751, up 0.20% with a year-to-date increase of 2.62% [1] - The S&P 500 Index closed at 6,944, up 0.26% with a year-to-date increase of 1.45% [1] Currency and Commodity Trends - The Renminbi Index is at 98.540, up 0.91% month-on-month and 3.40% over six months [2] - Brent crude oil is priced at $64.320 per barrel, up 6.67% month-on-month but down 2.91% over six months [2] - Gold is priced at $4,608.91 per ounce, up 7.06% month-on-month and 38.64% over six months [2] Economic Indicators - China's M2 money supply grew by 8.5% year-on-year in December, exceeding the previous rate of 8% [4][9] - New Renminbi loans in China for the year totaled 16.27 trillion, surpassing the market expectation of 16.1617 trillion [11] - The People's Bank of China conducted a net injection of 6 trillion Renminbi in open market operations last year [12] Company Highlights - TSMC reported a 35% increase in net profit for Q4, reaching 505.7 billion NTD (approximately $16.01 billion), exceeding market expectations [15] - The U.S. imposed a 25% tariff on certain imported AI chips, with exemptions for data center applications [16][17] Sector Performance - The semiconductor sector showed strong performance, driven by TSMC's robust earnings and demand for AI-related semiconductors [6] - The real estate sector in Hong Kong saw positive movement, with companies like Longfor and New World Properties increasing by nearly 2% [5] IPO and Market Activity - Recent IPOs include companies like Hongxing Cold Chain and Zhaoyi Innovation, with significant first-day performance [31] - The upcoming IPO of Longqi Technology in the smartphone sector is set for January 22, 2026 [31]

每日晨报│2026 年 1 月 15 日 -主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 26,999 | +0.56% | +5.34% | | 恒生科技指数 | 5,908 | +0.66% | +7.11% | | 国企指数 | 9,315 | +0.32% | +4.51% | | 沪深 300 | 4,741 | -0.40% | +2.42% | | 上证综合指数 | 4,126 | -0.31% | +3.96% | | 深证成份指数 | 14,248 | +0.56% | +5.35% | | 中小板指 | 8,746 | +0.18% | +5.84% | | 道琼斯指数 | 49,149 | -0.09% | +2.26% | | 标普 500 指数 | 6,926 | -0.53% | +1.18% | | 纳斯达克指数 | 23,471 | -1.00% | +0.99% | | 伦敦富时指数 | 10,184 | +0.46% | +2.55% | | CAC40 指数 | 8,330 ...