Group 1: Market Overview - The Hang Seng Index (HSI) has shown a positive trend, closing at 25,801 points, up 111 points or 0.4%, marking its fourth consecutive day of gains [3] - The market experienced a high opening, reaching 25,859 points before facing resistance, and later fluctuated around the 20-day moving average [3] - The total market turnover was approximately HKD 169.77 billion, with a net inflow of HKD 3.125 billion from northbound trading [3] Group 2: Macro & Industry Dynamics - The Hong Kong government plans to focus on developing the gold market in 2025, aiming to establish an international gold trading center and enhance cooperation with Shanghai and Shenzhen [6][7] - The Hong Kong Stock Exchange is currently processing over 300 listing applications, indicating sustained market momentum, with expectations for continued interest from international investors [7] - The Mandatory Provident Fund (MPF) is projected to achieve a return rate of 15.35% for the year 2025, which would be the sixth-best annual performance in its 25-year history, translating to an estimated investment income of HKD 200.9 billion [8] Group 3: Company News - Country Garden (碧桂园) announced a share placement at HKD 0.4 per share, representing a discount of approximately 12.09% from the previous closing price, which will increase its issued share capital by about 0.48% [10] - Precision medical technology company, Jingfeng Medical Technology, has passed the listing hearing with plans to list on the Hong Kong main board, focusing on surgical robots [11] - GeneTech (吉因加科技) has submitted a listing application to the Hong Kong Stock Exchange, aiming to leverage AI in precision medicine and address unmet medical needs in China [12]
每日投资策略：承接外围向好，恒指有望重越 2 万 6-20251223
Guodu Securities Hongkong·2025-12-23 01:28