Market Performance - The Hang Seng Index closed at 26,629.96, up 44 points or 0.17%[3] - The total market turnover was HKD 234.86 billion, with a net inflow of HKD 5.24 billion from northbound trading[3] - Among 88 blue-chip stocks, 50 saw an increase in their prices[3] Economic Outlook - Global economic confidence remains weak, with a slight improvement noted in the Asia-Pacific region's confidence index, reaching its highest since Q2 2024[6] - Despite a resilient global economy, risks such as geopolitical tensions and trade restrictions continue to pose challenges[6][7] Gold Price Forecast - Goldman Sachs raised its gold price forecast for the end of 2026 from USD 4,900 to USD 5,400 per ounce, anticipating monthly purchases of 60 tons by central banks[8] - Spot gold prices fell 0.8% to USD 4,799.79, influenced by easing geopolitical tensions and a stronger dollar[8] Corporate Developments - Baidu launched its Wenxin 5.0 model, which has 24 trillion parameters and supports various forms of media[10] - WH Group's subsidiary Smithfield announced the acquisition of Nathan's Famous for USD 102 per share, valuing the deal at approximately USD 450 million[11][12] - China Shipbuilding Leasing plans to issue HKD 2.338 billion convertible bonds, with a conversion price of HKD 2.39 per share, representing a 7.17% premium[13]
每日投资策略：关税战降温，后市可望重回2万7
Guodu Securities Hongkong·2026-01-23 02:40