Group 1 - JD.com reported Q1 revenue of 301.1 billion yuan, a year-on-year increase of 15.8%, exceeding market expectations of 289.44 billion yuan [1] - Following the earnings report, JD.com shares rose over 4%, with Xiaomi and Tencent also gaining more than 2%, contributing to a significant increase in the Hong Kong Tech 50 ETF [1][3] - The Hong Kong stock market has seen a substantial increase in equity financing, with a total of 146.34 billion HKD raised this year, a year-on-year increase of 321.96% [4] Group 2 - The Hong Kong Tech Index includes 50 constituent stocks, compared to 30 in the Hang Seng Tech Index, allowing for a diversified investment strategy that includes both large and small tech companies [7] - The inclusion of the new energy vehicle sector and a higher weight in pharmaceuticals has contributed to the Hong Kong Tech Index outperforming the Hang Seng Tech Index by over 3% this year [8][9] - The recent trend of companies choosing to list in Hong Kong, such as Chery Automobile and Heng Rui Pharmaceutical, is driven by the more mature international investor structure in the Hong Kong market compared to A-shares [3][4]
港股大厂财报季关键时刻，野村：上调港股目标点位！
Jin Rong Jie·2025-05-14 03:08