Ge Long Hui·2026-01-07 04:28Market Overview - The Hang Seng Index has shown significant improvement, rising to around 26,700 points, marking a recent high after fluctuating around 26,000 points in December [1][2] - The trading volume has reached approximately 250 billion, indicating a robust market atmosphere [1] - The A-share market has also reached a ten-year high, contributing to a positive sentiment in both markets [1] Investment Opportunities - The Hong Kong stock market experienced nearly a 30% increase last year, making it one of the best-performing years in recent times, with expectations for continued momentum into 2026 [2] - Key sectors to watch include chip stocks, technology shares, and resource stocks, particularly precious metals, which are gaining attention due to rising prices driven by geopolitical tensions [2] Specific Stocks - Zijin Mining (02899) has been performing well, with its stock price reaching recent highs. Investors are encouraged to consider related products, such as a call warrant with a strike price of 48.6 HKD [7] - Jiangxi Copper (00358) has also seen strong performance, with its stock price peaking at 45.96 HKD, benefiting from high copper prices and a portion of revenue from gold [8][9] - China International Capital Corporation (3908) has shown significant gains, rising 8% to 22.3 HKD, with expectations for continued interest in brokerage stocks due to increased trading volumes [10] - Guotai Junan (2611) has also performed well, with a 7.6% increase to 18.41 HKD, reflecting positive sentiment in the brokerage sector [11] Consumer Sector - Li Ning (2331) has seen its stock price rise to nearly 20 HKD, supported by government policies aimed at stimulating domestic consumption [12] - Investors are advised to consider related products, such as a call warrant with a strike price of 23.33 HKD, which offers significant leverage [12]