每日投资策略

Market Overview - The Hang Seng Index closed flat at 18,028, with a year-to-date increase of 5.75%[19] - The Hang Seng Technology Index fell by 0.65%, with a year-to-date decline of 2.31%[19] Sector Performance - Consumer stocks such as pork, food, and beer saw gains, with WH Group (288 HK) up 2.96% and Budweiser APAC (1876 HK) up 3.19%[1] - Home appliance and sports goods stocks also performed well, with Haier Smart Home (6690 HK) rising 1.81%[1] - Real estate stocks showed mixed results, with China Evergrande (3333 HK) down 3.61% while Midea Real Estate (3990 HK) surged by 69.87%[1] Notable Stock Movements - Semiconductor stocks continued to decline, with China Electric Power (0085 HK) down 6.72% and SMIC (981 HK) down 3.44%[1] - Pharmaceutical stocks, including medical beauty and traditional Chinese medicine, faced downward pressure, with Giant Biogene (2367 HK) down 5.45%[1] Investment Ratings - Ideal Auto (LI US) rated "Buy" with a target price of 26.00, indicating a potential upside of 45%[4] - Geely Auto (175 HK) rated "Buy" with a target price of 14.00, suggesting a 60% upside[4] - Midea Real Estate (3990 HK) rated "Buy" with a target price of 27.60, reflecting a significant upside potential[4] Capital Flow - Northbound trading saw a net inflow of 2.49 billion RMB from the Shanghai-Hong Kong Stock Connect and 0.99 billion RMB from the Shenzhen-Hong Kong Stock Connect[10]