每日投资摘要-20251201
2025-12-01 05:20

Economic Overview - China's manufacturing PMI rose to 49.2, indicating a contraction for the eighth consecutive month[2] - Hong Kong's Hang Seng Index closed at 25,858.89, down 0.34% for the day and up 28.91% year-to-date[5] Market Performance - The average first-day gain for new stocks in November was 32%, but the market is cooling[2] - The total turnover in Hong Kong was HKD 146.204 billion, a decrease of 28.6% from the previous day[7] Sector Analysis - The technology index increased by 0.02%, while the financial index decreased by 0.63%[5] - Pharmaceutical stocks faced selling pressure, with WuXi AppTec down 3.8% and Hansoh Pharmaceutical down 2%[7] Investment Recommendations - For Misse Group (2097.HK), a buy recommendation at HKD 420 with a target price of HKD 450 was suggested, with a stop-loss at HKD 390[16] - The Chinese ready-to-drink tea market is projected to reach CNY 354.72 billion by 2024, indicating growth potential for Misse Group[14] Global Market Insights - The Dow Jones Industrial Average rose by 0.61% to 47,716.42, while the S&P 500 and Nasdaq increased by 0.54% and 0.65%, respectively[7] - The U.S. dollar index decreased by 0.03% year-to-date, down 8.35% overall[5]