Group 1: Market Overview - The Hong Kong stock market showed mixed performance, with the Hang Seng Index closing at 26,346.14, down 87 points or 0.33%, while maintaining above the 20-day moving average [3] - The trading volume for the day was 242.7 billion HKD, with 30 blue-chip stocks rising and 57 falling [3] - The market is expected to open higher after the Federal Reserve's decision to cut interest rates by 0.25% [2] Group 2: Economic Indicators - The Mandatory Provident Fund (MPF) reported an average loss of 821 HKD per member in October, with total losses amounting to approximately 3.9 billion HKD [5] - Year-to-date returns for the MPF remain strong at over 30%, despite a potential monthly loss in October [5][6] - The property price index in Hong Kong rose by 1.3% in September, marking four consecutive months of increases [7] Group 3: Company News - HSBC's credit loss expectations for Q3 are stable at 1 billion USD, with signs of recovery in the commercial real estate sector [9] - Joyson Electronics is set to raise over 3.66 billion HKD through its IPO, with a share price not exceeding 23.6 HKD [10] - China Southern Airlines reported a 20.26% year-on-year increase in Q3 profit, amounting to 3.84 billion RMB [11]
每日投资策略-20251030
Guodu Securities Hongkong·2025-10-30 01:49