Market Performance - The Hang Seng Index closed at 19,924.58, up 4.16% on the day and 16.88% year-to-date[5] - The Hang Seng Technology Index rose 7.27%, while the Hang Seng China Enterprises Index increased by 4.75%[5] - The Shanghai Composite Index gained 3.61%, closing at 3,000.95, with a year-to-date increase of 0.87%[5] Economic Indicators - Japan's ruling party election is expected to influence monetary policy, with candidates showing varying stances on interest rates[3] - The U.S. initial jobless claims fell to 218,000, the lowest in four months, indicating a resilient labor market despite hiring slowdowns[9] - China's Central Political Bureau meeting emphasized fiscal support and measures to stabilize the real estate market, including potential interest rate cuts[10] Investment Opportunities - Southbound capital inflow reached HKD 5.993 billion, indicating strong investor interest in Hong Kong stocks[2] - Analysts recommend focusing on consumer and healthcare sectors for investment opportunities following recent market rallies[2] Corporate News - GIC increased its stake in Zijin Mining by acquiring 4 million H-shares for approximately HKD 63.93 million[12] - Capital Group reduced its holdings in New Oriental Energy by selling 964,000 shares for about HKD 510 million[13]
港股盘前分析:新生代政客小泉进次郎在货币政策上被视为相
Xin Yong An Guo Ji Zheng Quan·2024-09-27 08:03