每日投资策略：市场续观望贸易战，后市不容乐观-20260122

Group 1: Market Overview - The market is currently observing the developments in the US-EU trade war, leading to a cautious outlook for the future [2][3] - The Hang Seng Index experienced a rebound after several days of decline, closing up 97 points or 0.37% at 26,585 points, with a total turnover of 250.45 billion [3] - The net inflow from northbound trading was 13.93 billion, indicating continued interest from mainland investors [3] Group 2: Macro & Industry Dynamics - Manulife Investment Management has given a "neutral" rating on Hong Kong and China stocks, favoring Chinese stocks due to positive GDP data and potential returns from tech stocks [6] - The Asian stock markets are expected to benefit from a weaker US dollar, with positive earnings forecast adjustments observed in Hong Kong, South Korea, and Taiwan [6] - The focus on high-value exports in China, including industrial equipment and new energy vehicles, aligns with the "14th Five-Year Plan" emphasizing high-tech innovation sectors such as AI and advanced manufacturing [6] Group 3: Company News - China Longgong anticipates a net profit increase of over 23% year-on-year, reaching approximately 1.25 to 1.33 billion RMB, driven by steady sales growth and new product development [11] - Vanke's proposal for the extension of its domestic bond repayment was approved by over 90% of bondholders, indicating strong support for its financial restructuring efforts [10] - Skyworth Group plans to distribute its holdings in Skyworth Photovoltaic shares to shareholders and will seek to delist, with a proposed cash payment of 4.03 HKD per share [12]