Group 1: Market Overview - The report highlights a positive outlook for the Hang Seng Index (HSI) due to easing US-China trade tensions, with expectations for the index to return to 27,000 points [2][3] - The HSI closed at 26,649 points, up 407 points or 1.55%, with a total market turnover of 214.79 billion [3] Group 2: Macro & Industry Dynamics - The Hong Kong government proposes three recommendations to expand the commodity market, aiming to enhance economic resilience and solidify its status as an international financial center [6][7] - The report emphasizes the need to strengthen the spot trading foundation before developing futures trading, which will gradually increase demand for related derivatives [6] - Key commodities such as gold, iron ore, copper, and aluminum are identified as having significant growth potential due to strong demand from mainland China and global energy transition trends [6][7] Group 3: Company News - Nissin Foods reported a 2.73% increase in net profit for the first three quarters, amounting to HKD 258 million, driven by robust performance in Hong Kong and other regions [10] - HKTVmall's total order value in October increased by 6.01% month-on-month, although it decreased by 4.31% year-on-year, reflecting changing consumer patterns and increased competition [11] - Boyaa Interactive anticipates a doubling of profits for the first three quarters, primarily due to an increase in the fair value of digital assets [12]
中美贸易现曙光,恒指有望重回2万7
Guodu Securities Hongkong·2025-11-11 03:46