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恒指两连扬,后市续造好
Guodu Securities Hongkong·2025-11-12 03:01

Group 1: Market Overview - The Hang Seng Index experienced a two-day increase, rising over 400 points, with a closing gain of 47 points or 0.18%, ending at 26,696 points [3] - The market showed volatility, reaching a high of 26,788 before facing selling pressure, dropping to a low of 26,511 [3] - The total market turnover for the day was 210.23 billion HKD [3] Group 2: Company News - Far East Development (00035) is in discussions to sell certain rights of the Ritz-Carlton hotel in Perth to Shangri-La Group for an initial payment of 20 million AUD (approximately 101 million HKD) [10] - GAC Group (02238) has signed a comprehensive strategic cooperation agreement with CATL (03750) to enhance collaboration in smart chassis and battery swapping technologies over the next ten years [11] - JD.com (09618) reported that its daily order volume for its food delivery service exceeded 25 million, with over 200,000 merchants and more than 150,000 full-time delivery riders [12] Group 3: Industry Insights - UBS's China equity investment director noted that the valuation re-evaluation phase for Chinese stocks may have ended, with a focus shifting to fundamental factors [6][7] - JPMorgan Private Bank predicts that gold prices could exceed 5,000 USD per ounce by the end of next year, driven by purchases from central banks in emerging markets [8]