Market Overview - On January 5, 2026, the Hang Seng Index closed at 26,338, up 2.76% for the day and 2.76% year-to-date[3] - The Hang Seng Technology Index surged 4.00% to close at 5,736, marking a strong start to the year[3] - The Nasdaq China Golden Dragon Index rose 4.38%, achieving its largest single-day gain since May 12, 2025[2] Sector Performance - Baidu Group's stock increased by over 9% following the announcement of its subsidiary Kunlun Chip's IPO application, with expected revenue of approximately 5 billion yuan for 2025[9] - Aerospace and defense stocks saw significant gains, with Asia Pacific Satellite rising 34.53% and Goldwind Technology up over 20%[9] - Semiconductor stocks performed strongly, with Hua Hong Semiconductor up over 9% and SMIC rising over 5%[9] Economic Indicators - The U.S. Federal Reserve President anticipates a moderation in inflation and stable employment, projecting economic growth around 2% for the year[13] - The Chinese government has adjusted the weight of the U.S. dollar, euro, and yen in the CFETS RMB exchange rate index effective January 1, 2026[13] Investment Trends - The tourism and leisure sector showed active performance, with Hong Kong Travel and Ctrip Group both rising over 5%[9] - Institutional forecasts suggest that the net profit growth rate for Hong Kong Stock Connect constituents is expected to reach high single digits in 2026, with technology and healthcare sectors leading the growth[9]
资讯日报：特朗普宣称将接管委内瑞拉直至完成权力过渡安排-20260105
Guoxin Securities Hongkong·2026-01-05 05:11