宝通证券港股每日策略-20260212

Market Performance - The Hang Seng Index (HSI) rose by 83 points or 0.3%, closing at 27,266 points, after reaching a high of 27,325 points during the day[1] - The National Index increased by 25 points or 0.3%, closing at 9,268 points[1] - The Hang Seng Tech Index gained 48 points or 0.9%, closing at 5,499 points[1] - Total market turnover for the day was HKD 217.218 billion[1] Currency and Monetary Policy - The RMB/USD central parity rate was adjusted up by 20 points to 6.9438, marking the highest level since May 11, 2023[1] - The People's Bank of China conducted a 7-day reverse repurchase operation of RMB 78.5 billion at a rate of 1.4%, with a net injection of RMB 403.5 billion for the day[1] U.S. Market Insights - The Dow Jones Industrial Average fluctuated, ultimately closing down 66 points or 0.1% at 50,121 points, after peaking at 50,499 points[2] - The Nasdaq Composite fell by 36 points or 0.2%, closing at 23,066 points[2] - Non-farm payrolls in the U.S. increased by 130,000 in January, significantly exceeding the revised December figure of 48,000 and market expectations of 70,000[2] Cryptocurrency Trends - Bitcoin dropped by 3.05% to USD 66,796, reflecting a lack of investor confidence in economic recovery[3] - Ethereum also fell by 2.79% to USD 1,949[3] Company Performance - Budweiser APAC reported a revenue of USD 5.764 billion for the year ending December, a year-on-year decline of 7.7%[3] - Net profit was RMB 489 million, down 32.6% year-on-year, with earnings per share at HKD 0.037[3] - Net profit for NetEase-S was RMB 6.242 billion for the fourth quarter, a year-on-year decrease of 28.8%[5]