Market Overview - The Hong Kong market experienced a slight decline, with the Hang Seng Index down by 0.08% amid ongoing U.S.-China trade negotiations focusing on rare earth elements [1] - South Korean and Japanese retail investors have shifted to net sellers of U.S. stocks and ETFs, indicating a potential change in investment sentiment [1] Investment Opportunities - The Norwegian Oil Fund has reduced its allocation to European stocks from 26% to 15% over the past decade, highlighting structural issues in the European capital market [2] - The Chinese market shows potential for capital inflow, with the offshore RMB rising over 100 points and gold stocks like China Gold International and other non-ferrous metal companies gaining traction [2] - Significant investments in the healthcare sector are anticipated, with companies like MicroPort Medical and HeartTech seeing stock increases of over 6% and 3% respectively [2] Infrastructure and Real Estate - Domestic infrastructure projects are gaining momentum, particularly in the central and western regions, with companies like China Liansu seeing stock increases of nearly 6% [3] - New financing avenues for private real estate companies are emerging, as New City Development plans to issue USD bonds worth between $250 million and $300 million, resulting in a stock increase of over 7% [3] Pharmaceutical Sector - Pharmaceutical stocks are experiencing speculation ahead of upcoming talks, with companies like Tigermed and WuXi AppTec seeing strong performance [3] - The demand for AI in pharmaceuticals remains robust, with companies like TSMC reporting a 39.6% year-on-year revenue increase [4] Solid-State Battery Market - The solid-state battery market is gaining traction, with projections indicating a compound annual growth rate of 133% from 2024 to 2030 [5] - Companies like Longpan Technology are benefiting from this trend, with stock increases of over 6% [5] Entertainment Sector - The adaptation of the novel "The Lychee of Chang'an" into a TV series has generated significant interest, leading to stock increases for related companies like Maoyan Entertainment [6] Company Performance - Hansoh Pharmaceutical reported a revenue of 12.261 billion yuan for 2024, a 21.3% increase year-on-year, driven by strong sales in innovative drugs [7] - The company has secured a licensing agreement with Regeneron, indicating high recognition of its product quality in the international market [8]
智通港股解盘 | 盘中急杀虚惊一场 《长安的荔枝》火爆来袭