Market Performance - The Hong Kong stock market continued its strong performance, with the Hang Seng Index and Hang Seng Tech Index both rising over 1% [1][2] - The Hang Seng Index closed at 26,710.45 points, up 363.21 points, a gain of 1.38% [1] - The Hang Seng Tech Index reached 5,825.26 points, increasing by 83.63 points, a rise of 1.46% [2] Sector Highlights - Financial stocks maintained strong performance, with brokerage stocks seeing significant gains: Guotai Junan International rose over 12%, and other firms like China Merchants Securities and Shenwan Hongyuan also saw increases exceeding 9% [3][5] - Insurance stocks were active, with Prudential up over 5% and several others, including China Ping An and Sunshine Insurance, rising over 4% [5] Insurance Industry Insights - According to the National Financial Regulatory Administration, the insurance industry achieved a total premium income of 57,629 billion yuan, a year-on-year increase of 7.6% [7] - Life insurance companies reported premium income of 41,472 billion yuan, up 9.1%, while property insurance companies saw 16,157 billion yuan, a 3.9% increase [7] - Citic Securities indicated that listed insurance companies have solid performance support, with expectations for life insurance new business growth to exceed expectations in 2026 [7] Capital Flow - Following a significant buy-in from southbound funds, there was a continued net purchase of Hong Kong stocks, exceeding 2.8 billion HKD by the end of the trading day [8] Market Outlook - Industrial analysts suggest that the Hong Kong market is poised for a new upward trend, with improved risk-reward ratios and signs of short covering in large tech stocks [10] - There is an expectation for a bull market in Hong Kong stocks in 2026, driven by earnings and liquidity [10] - Investment opportunities are recommended in the AI sector, insurance, banking, energy, property management, and public utilities, as well as in new consumer trends focusing on traditional service transformations and high-end consumption [10]
港股速报 | 港股放量上攻 恒指涨超1.38% 券商建议：积极做多！