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每日投资策略:恒指收升510点,三日累涨1015点-20250424
Guodu Securities Hongkong·2025-04-24 02:39

Market Overview - The Hang Seng Index rose by 510 points, closing at 22,072, marking a three-day cumulative increase of 1,015 points or 4.8% [3] - The total market turnover for the day was HKD 260.619 billion [3] - The Hang Seng Tech Index increased by 150 points or 3.1%, closing at 5,049 [3] Economic Indicators - Hong Kong's inflation rate for March remained at 1.4%, consistent with February's rate, but lower than the average of 1.7% for the first two months of the year [7] - The basic inflation rate, excluding government relief measures, was 1%, slightly down from 1.1% in February [7] - The Consumer Price Index for the first quarter showed an annual increase of 1.6% [7] Company News - New Oriental reported a slight increase in third-quarter profit of 0.1%, with net revenue of USD 1.183 billion, a year-on-year decrease of 2.01% [12] - NIO's founder expressed confidence that the Chinese automotive industry will eventually capture 40% of the global market share, citing current production levels of approximately 30 million vehicles [13] - Cathay Pacific's passenger numbers increased by 19.8% year-on-year in March, with a total of 2.2562 million passengers [14] Industry Developments - The MPF (Mandatory Provident Fund) scheme is set to allow employees to transfer their employer's contributions once a year, balancing various considerations to avoid administrative costs [8] - The Hong Kong government aims to expand its commercial network by signing free trade agreements with more economies, promoting opportunities for SMEs [9] - The U.S. Treasury Secretary indicated that the current tariff standoff with China is unsustainable and expects a resolution, which could ease market tensions [10]