BABA(HK:09988) Di Yi Cai Jing·2025-07-16 05:59Group 1 - The Hang Seng Index is expected to continue rising as uncertainties diminish following the disclosure of half-year data [1] - The relaxation of US chip export controls has led to a significant rebound in technology stocks, with Alibaba experiencing a five-day consecutive increase [1] - Analysts believe that the overall market outlook is positive due to favorable expectations for China's economy and the impact of relaxed US chip export restrictions on AI development and the chip supply chain [1] Group 2 - The upcoming half-year report disclosures will be crucial for assessing the sustainability of the upward trend in the market, particularly in the AI sector [2] - China's GDP growth of 5.3% in the first half of the year exceeded market expectations, with a smaller-than-expected negative impact from tariffs on economic growth [2] - Analysts suggest that the second half may see a shift towards fiscal stimulus and measures to boost consumption, while maintaining a stable RMB [2] Group 3 - Weak inflation in June may lead to improved PPI in the second half, with a focus on addressing low-price competition among enterprises [3] - Investment opportunities are seen in sectors benefiting from policy support, such as automotive, new consumption, innovative pharmaceuticals, and technology [3] - Caution is advised regarding potential impacts from US-China trade disputes, particularly for sectors with significant exposure to the US market [3]