Group 1 - The Hong Kong stock market experienced a rebound after several days of decline, attributed to profit-taking and short-selling activities [1] - The U.S. non-farm payrolls for August recorded an increase of only 22,000, significantly below the market expectation of 75,000, leading to speculation about potential interest rate cuts by the Federal Reserve [1] - China's official gold reserves increased by 60,000 ounces to 74.02 million ounces as of the end of August, marking the 10th consecutive month of gold accumulation by the central bank, which is expected to benefit gold stocks [1] Group 2 - The first Deep Space Economy and Industry Development Conference was held in Hefei, China, proposing a framework for the "deep space economy" and identifying ten industry directions, with a projected global market size of one trillion dollars by 2040 [1] Group 3 - Shou Cheng Holdings (00697) reported a 36% year-on-year increase in revenue to 731 million and a 30% increase in net profit to 339 million, aligning with market expectations [3] - The company declared a special dividend of 768 million and an interim dividend of 271 million, totaling 1.039 billion in dividends for the first half of the year, resulting in a yield of 5.83% [3] - CICC raised its profit forecast for Shou Cheng Holdings for 2025 and 2026 by 7% and 6%, respectively, reflecting growth in core business and potential investment returns [3] Group 4 - The construction machinery industry saw a total excavator sales volume of 16,523 units in August, a year-on-year increase of 13%, with domestic sales up 15% [5] - Domestic demand for small excavators drove growth, with a 26% increase in sales, while large excavators saw a decline of 22% [5] - The U.S. market is recovering, with overall demand increasing by 8% in July, and North America showing a significant 26% growth [6] Group 5 - The investment sentiment in the Chinese stock market is improving, with foreign institutional clients indicating a more optimistic outlook [11] - Goldman Sachs reported that there is still room for growth in the Chinese stock market, driven by retail investors with substantial savings [11]
智通决策参考︱美联储降息已无悬念 恒指反弹或将延续