金十数据5月2日讯，当地时间5月1日，美国华盛顿、纽约、洛杉矶等主要城市爆发抗议活动。抗议者对 美国政府的多项政策表达不满，要求美国政府"把资金用于就业和教育，而不是对外发动战争"，同时要 求美国政府改变在削减政府开支、移民、巴以等问题上的立场。 美多地民众抗议美政府 ...

Core Viewpoint - CICC has downgraded the 2025 profit forecast for Poly Property (06049) by 6% to HKD 1.55 billion, reflecting a 5% year-on-year growth, while introducing a 2026 profit forecast of HKD 1.62 billion, also a 5% year-on-year growth. The target price has been reduced by 9% to HKD 38.6, indicating a 25% upside potential based on a 13x target P/E for 2025 [1] Group 1 - The bidding expansion strategy is expected to drive stable growth in the core property management segment, with a projected annual contract value of new third-party projects in 2024 at HKD 3.01 billion, remaining flat year-on-year. The commercial and public service sectors are expected to see a 13% year-on-year increase in contract value to HKD 2.75 billion [2] - The overall revenue growth rate for the core property management segment is anticipated to exceed 10%, with third-party project revenue growth potentially outpacing the overall growth [2] Group 2 - In the value-added services segment, non-owner value-added income may face pressure due to the current real estate market conditions and short-term challenges in office leasing. However, there is potential growth in community maintenance and elevator maintenance services. The company has shifted its strategy from a broad product range to focusing on core products, leading to a slight decline in overall revenue [3] - By 2025, the adjustment in business layout is expected to conclude, stabilizing profitability in community value-added services [3] Group 3 - The company reported a net operating cash flow of HKD 2.3 billion in 2024, with a coverage ratio of 1.6 times against net profit attributable to shareholders. This is expected to provide support for operating cash flow in 2025 [4] - The dividend payout ratio is set to increase by 10 percentage points to 50% in 2024, reflecting the management's commitment to shareholder returns. The company aims to enhance operational quality while steadily optimizing its dividend mechanism [4]

Group 1 - The automotive stocks have collectively risen, with notable increases in companies such as Xpeng Motors, Li Auto, and Leap Motor, reflecting positive market sentiment [1] - In April, several automakers reported significant year-on-year growth in vehicle deliveries, with Leap Motor leading the new forces with a 173% increase, followed by Xpeng Motors at 273% and NIO at 53% [1] - The overall retail sales of new energy vehicles in China for April reached 728,000 units, marking a 24% increase year-on-year, while the cumulative retail sales for the year reached 3.148 million units, up 33% [1] Group 2 - Recent analysis indicates that the impact of increased tariffs by the U.S. on Chinese automotive exports will be minimal, as exports to the U.S. are projected to be only 116,000 units in 2024, accounting for less than 2% of total exports [2] - The 2025 Shanghai Auto Show, along with local consumption promotion policies and increased travel demand during the May Day holiday, is expected to boost automotive consumption [2]

大华继显：削减ASMPT(00522.HK)目标价至68港元，下调净利润预测。 ...

关于港股后市 港股开盘，恒生指数高开0.33%，恒生科技指数高开0.48%。雨润食品涨超11%，比亚迪股份、香港交易 所、阿里巴巴、理想汽车、中芯国际、小米集团涨超1%。 平安证券指出，以DeepSeek系列大模型为代表的国产大模型性能已可比肩海外领军大模型，且成本更 低。大模型在我国已应用于端侧、教育、金融、办公、传媒、医疗、智能汽车、企业服务等多个应用场 景。德邦证券表示，在我国AI应用政策高度持续提升和以DeepSeek为代表的AI技术创新持续突破的情 况下，2025年"人工智能+"有望迎来黄金发展时期，加快AI技术深入场景，实现应用的规模化落地。 高盛称，工商银行(01398)、中国银行(03988)、建设银行(00939)、农业银行(01288)及邮储银行(01658)五 间内地大型国有银行首季拨备前利润及净利润均略逊预期，其他大型国有企业银行净利润亦同比下跌约 2%至4%，除农行外大多数内银贷款增长都未如预期强劲，相信将引发投资者对于全年度派息能否维持 的关注。 本文转载自腾讯自选股，智通财经编辑：陈雯芳。 光大证券认为当前恒生指数估值处于中等偏低位置，而恒生科技指数估值正处于历史低位，从估值角度 ...

智通财经5月2日电，截至发稿，美兰空港(00357.HK)涨6.88%。根据公告，海口美兰国际机场向海南机 场(内资股要约人)转让50.19%持股，总代价25.2亿港元，相当于每股作价10.62港元。完成后，要约人及 其一致行动人士共计持有公司股本52.05%，需提出强制性全面要约，每股H股现金价10.62港元，较上 一交易日收报溢价10.63%。 美兰空港涨近7% 控股权将易主 ...

汇丰控股(00005.HK)下跌2%，此前汇丰主席杜嘉祺宣布2025年底前退休。 ...

港股黄金股持续回落 潼关黄金跌超8% 智通财经5月2日电，截至发稿，潼关黄金(00340.HK)跌8.40%、赤峰黄金(06693.HK)跌7.45%、灵宝黄金 (03330.HK)跌3.15%、山东黄金(01787.HK)跌2.63%。消息面上，现货黄金跌破3230美元/盎司，日内跌 0.25%。 ...

Core Viewpoint - CICC has raised its adjusted net profit forecasts for Xiaomi Group for 2025 and 2026 by 4.6% and 3.8% to CNY 40.197 billion and CNY 54.743 billion respectively, maintaining a target price of HKD 70, indicating a potential upside of 40.1% from the current stock price [1] Group 1: Financial Performance - The adjusted net profit for Q1 2025 is expected to grow by 53.03% year-on-year, with revenue projected to increase by 44.85% to CNY 109.37 billion [2] - Xiaomi's smartphone shipments are expected to rise by 3% year-on-year to 41.8 million units globally, with a 40% increase in the Chinese market, leading to a revenue growth of 8.3% to CNY 50.327 billion [3] - IoT revenue is anticipated to grow by 52% year-on-year to CNY 30.968 billion, with a gross margin increase of 3.68 percentage points to 23.5% [4] Group 2: Automotive Business - The delivery of the Xiaomi SU7 is projected to reach 76,000 units in Q1 2025, generating revenue of CNY 18.18 billion, with a gross margin increase of 0.76 percentage points to 21.2% [5] - The company expects a 192% year-on-year growth in automotive shipments in 2025, reaching 400,000 units, driven by the sales of SU7 Ultra and the upcoming launch of YU7 [5]

零跑汽车(09863.HK)涨3.23%，4月以超四万辆的交付，连续第二个月摘得销量冠军。 ...