Group 1 - The report from CMB International indicates that the Chinese stock market is rising, with the Hong Kong sectors of healthcare, information technology, and industrials leading the gains, while materials, consumer staples, and telecommunications lag behind [1] - Southbound net purchases amounted to HKD 1.48 billion, with WuXi Biologics (02269), Xiaomi Group-W (01810), and Xpeng Motors-W (09868) seeing the highest net inflows [1] - In the A-share market, semiconductor, defense, and machinery sectors showed the largest gains, while consumer services, daily consumer retail, and discretionary consumer retail experienced the most significant declines [1] Group 2 - The US stock market has seen a continuous rebound, with industrials, information technology, and communication services leading the increases, while consumer staples, healthcare, and discretionary consumer sectors have declined [1] - Recent US unemployment data does not affect the expectations for interest rate cuts this month, and ahead of the significant PCE inflation data release, the upward momentum in the US stock market has diminished, with the chip index halting its two-day rise [1] - Notably, NVIDIA (NVDA.US) has shown positive guidance, while Salesforce (CRM.US) increased by nearly 4% [1] Group 3 - Microsoft (MSFT.US) announced a price increase for its Office software targeted at business and government clients, with some enterprise packages seeing price hikes of over 10% starting July 1 next year [1]
招银国际：中国股市上涨 港股医疗保健、信息科技与工业领涨
Zhi Tong Cai Jing·2025-12-05 06:40