Market Overview - The Hang Seng Index closed at 24,028, up 0.57% for the day and 19.78% year-to-date[3] - The Hang Seng China Enterprises Index rose 0.83% to 8,668, with a year-to-date increase of 18.91%[3] - The Hang Seng Tech Index fell 0.29% to 5,217, with a year-to-date increase of 16.75%[3] Capital Flows - Southbound capital recorded a net inflow of HKD 2.902 billion[9] Sector Performance - Major tech stocks generally declined, with Xiaomi, Meituan, Tencent, JD.com, and Baidu all falling, while Alibaba saw a slight increase[9] - Real estate stocks performed strongly, with China Oceanwide Holdings surging over 27% and Longfor Group rising nearly 21% due to debt restructuring progress[9] - Financial stocks also rose, with Zhengzhou Bank and Sunshine Insurance both increasing over 6%[9] U.S. Market Performance - The Dow Jones Industrial Average rose 0.43% to 44,651, while the S&P 500 increased by 0.27% to 6,280, both breaking previous highs[9] - The Nasdaq Composite gained 0.09% to 20,631, marking two consecutive days of record highs[9] Cryptocurrency Trends - Bitcoin surpassed USD 117,000, setting a new record, with cryptocurrency-related stocks also performing well[9] Japanese Market Insights - The Nikkei 225 index fell 0.4% to 39,821, ending a two-day rally due to concerns over U.S.-Japan tariff negotiations and upcoming elections[13] - The 20-year Japanese government bond auction saw lower demand, indicating market concerns over rising debt levels[13]
资讯日报-20250711
Guoxin Securities Hongkong·2025-07-11 04:29