大涨！港股5月迎开门红，离岸人民币汇率直线拉升

Market Performance - The Hong Kong stock market opened positively on May 2, with the Hang Seng Index rising by 1.74% to close at 22,504.68 points, the Hang Seng Tech Index increasing by 3.08%, and the National Enterprises Index up by 1.92% [1][2]. Sector Performance - Technology stocks saw a significant increase, with Xiaomi Group rising over 6%, Alibaba and JD Group up more than 3%, and Kuaishou, Lenovo Group, Bilibili, and Tencent Holdings each gaining over 2% [2][3]. - New energy vehicle companies collectively surged, with Li Auto's stock increasing by over 7% [3]. - CXO concept stocks experienced a substantial rise, with WuXi AppTec gaining over 7% [3]. - New tea beverage stocks also performed well, with Nayuki's Tea rising by over 8% [3]. Company Updates - Xpeng Motors reported a year-on-year increase of 273% in new car deliveries for April, while Li Auto's new car deliveries grew by 31.6% [4]. - Xiaomi's automotive division delivered over 28,000 vehicles in April, with the Xiaomi SU7 Ultra model starting to be delivered [4]. Currency and Trade Insights - The offshore RMB to USD exchange rate saw a significant increase, rising over 370 points to reach 7.24, the highest level since April 4 [4]. - China is currently evaluating trade negotiations with the United States, with indications of a marginal easing in trade tensions, leading to a release of market bullish sentiment [6]. Future Market Outlook - China Galaxy Securities suggests that investor risk appetite is gradually recovering, supported by positive fiscal policies and moderately loose monetary policies, which may lead to stable earnings growth in the Hong Kong stock market [6]. - Guotai Junan Securities indicates that under increasing external pressures, domestic demand-related sectors may benefit from rising consumer policy expectations, predicting a short-term consolidation in the Hong Kong market with a gradual shift towards technology growth style investments [6].