国信证券(香港)资讯日报-2025-04-03

Market Overview - The Hang Seng Index closed at 23,203, down 0.02% for the day but up 15.67% year-to-date[4] - The Hang Seng Tech Index rose by 0.35%, with a year-to-date increase of 21.45%[4] - The US Dow Jones increased by 0.56%, while the S&P 500 and Nasdaq rose by 0.67% and 0.87%, respectively, but are down 0.75% and 8.85% year-to-date[4] Sector Performance - Major tech stocks in Hong Kong saw mixed results, with Kuaishou up over 2% and Baidu up over 1%, while Xiaomi fell over 4%[8] - Heavy machinery stocks performed well, with Sany International up over 6% and Zoomlion up over 5%[8] - Gold stocks were sluggish, and copper and aluminum stocks fell, while semiconductor and insurance stocks generally rose[8] Capital Flows - Southbound capital recorded a net inflow of HKD 11.717 billion, marking nine consecutive days of net inflows, primarily targeting pharmaceuticals and technology sectors[8] US Market Insights - In the US, large tech stocks showed mixed performance, with Apple up 0.31% and Tesla up 5.33%[8] - The Nasdaq China Golden Dragon Index fell by 0.09%, with mixed results among Chinese concept stocks[8] Japanese Market Trends - The Nikkei 225 index rose by 0.28%, supported by gains in major stocks like Fast Retailing, which increased by 3.74%[8] - The Topix index opened high but reversed direction, ultimately closing down 0.43%[8]