每日投资策略：利好消息续淡化，港股后市料整固-20251031

Market Overview - The Hong Kong stock market is expected to consolidate as positive sentiment from the recent US-China summit fades, with the Hang Seng Index closing at 26,282.69, down 0.24% [2][3] - The trading volume for the day was 353.8 billion HKD, indicating a moderate level of market activity [3] Macro & Industry Dynamics - The Hong Kong Monetary Authority (HKMA) is set to announce a new financial technology development blueprint, aiming to keep Hong Kong at the forefront of fintech innovation [6] - The HKMA emphasizes the importance of a robust financial infrastructure, likening it to a highway for efficient capital flow, and plans to explore Central Bank Digital Currency (CBDC) and next-generation data infrastructure [6][7] - Recent adjustments in interest rates by major banks in Hong Kong, including HSBC and Standard Chartered, reflect the US Federal Reserve's rate cuts, with HSBC lowering its best lending rate by 0.125% to 5% [8] Company News - Standard Chartered reported a 2.56% year-on-year increase in pre-tax profit for Q3, amounting to 1.766 billion USD, with a focus on cross-border and wealth banking services driving growth [10] - The bank has raised its tangible shareholder equity return guidance for 2025 to approximately 13%, ahead of schedule, and expects revenue growth to approach the upper limit of 5% to 7% [11] - Budweiser APAC's Q3 net profit fell by 7.96% year-on-year to 185 million USD, with revenue declining by 8.8% to 1.555 billion USD, primarily due to challenges in the Chinese market [12]