港股三大指数均上涨超2.1%，尤其是恒生指数、国企指数全天呈现震荡上涨行情，截止收盘，恒指、国指分别上涨2.3%及2.47%，恒生科技指数 涨2.13%，继中美削减关税后市场虽有波动，但总体呈现上涨行情。 | 代码 | 名称 | | 最新价 | 涨跌额 | 张跌幅 | | --- | --- | --- | --- | --- | --- | | Concession of the control of 800000 | 恒生指数 | O | 23640.65 | +532.38 | 2.30% | | 800700 | 恒生科技指数 | | 5381.78 | +112.12 | 2.13% | | 800100 | 国企指数 | | 8593.07 | +206.86 | 2.47% | 影视娱乐股涨幅居前，乐华娱乐涨超29%，耀星科技集团涨超13%，腾讯音乐涨超12%，网易云音乐涨超10%，阿里影业、猫眼娱乐等跟涨。 盘面上，大型科技股集体上涨，其中，百度涨4%；午后大金融股持续走高，尤其是保险股、中资券商股拉升明显，弘业期货大涨12%，建设银 行、中信银行、中国银行、光大银行皆刷新上市新高价；航运市场 ...

截至发文，其他相关ETF表现如下：恒生消费ETF(159699)涨幅为1.1%，港股通创新药ETF(159570)涨幅 为0.84%，香港证券ETF(513090)涨幅为0.33%，港股科技50ETF(513980)涨幅为1.59%。 港股市场今日表现亮眼，港股通汽车ETF(159323)涨超2%，成交额2627.63万元，近1月份额减少 27.19%，减少3700.00万份，该基金支持T+0交易。 无需港股通，A股账户就能T+0买港股>> ...

蓝筹股表现 舜宇光学科技(02382)领跌蓝筹。截至收盘，跌7.64%，报68.3港元，成交额17.75亿港元，拖累恒指6.66 点。舜宇光学科技公布，2025年4月，手机镜头出货量1.03亿件，环比增长9.2%，同比增长1.3%。车载 镜头出货量1156.6万件，环比增长17.8%，同比增长28.9%。手机摄像模组出货量3924.7万件，环比增长 5.2%，同比下降14.1%。 智通财经APP获悉，港股未能延续昨日强劲走势，三大指数悉数回吐，恒指跌近2%终结八连涨，恒生 科技指数则跌超3%。截止收盘，恒生指数跌1.87%或441.19点，报23108.27点，全日成交额2198.45亿港 元，较上一交易日明显缩减；恒生国企指数跌2.02%，报8386.21点；恒生科技指数跌3.26%，报5269.66 点。 兴业证券全球首席策略分析师张忆东表示，过去压制中国资产的三座大山逐步被推翻。中国资产的风险 溢价将逐步从过去四年的历史高位回归正常，甚至可能回到历史低位水平。增量资金将成为港股市场震 荡向上的重要驱动力。后续依然战略性看多港股，认为港股将迎来一个新的大时代，长牛的趋势依然存 在。 其他蓝筹股方面，东方海 ...

国信（香港）基金周报 2025 年 5 月 12 日 美国利率维持不变符合预期，利好美元货基 一、国信香港精选基金表现 表 1 国信香港精选基金表现 | 基金名称 | 周涨跌幅 | 七天年化收益率 | 近一年收益率 | 基金净值 | | --- | --- | --- | --- | --- | | 华夏精选美元货币基金 | 0.035% | 4.420% | - | 113.4948 | | 泰康开泰美元货币基金 | 0.033% | 4.000% | - | 11.3983 | | 高腾微金美元货币市场基金 | 0.034% | 4.410% | - | 11.54196 | | 泰康开泰海外短期债券基金 | 0.181% | - | 6.440% | 13.2630 | | 华夏精选固定收益配置基金 | 0.015% | | 4.630% | 11.6571 | | 华夏恒生科技指数ETF-非上市份额* | -0.305% | - | 32.810% | 10.8526 | | | | | *因产品成立时间问题,近一年采用场内ETF同期的数据。 や五草金箔信日: 6月0日: 儒美利知 昭和草型科学会治植 ...

Group 1 - The Hong Kong stock market showed a strong rebound this week, with the Hang Seng Index, Hang Seng Composite Index, and Hang Seng Tech Index rising by 2.43%, 2.38%, and 5.24% respectively, driven by increasing expectations of negotiations between China and the US [6][16] - All primary industry sectors in the Hong Kong market experienced gains, with Information Technology, Consumer Discretionary, and Healthcare leading the way, achieving weekly increases of 5.0%, 3.7%, and 2.4% respectively [6][16] - The valuation level of the Hang Seng Composite Index reached a 5-year PE (TTM) percentile of approximately 58%, still below the 5-year average [6] Group 2 - The macroeconomic environment indicates that the Chinese manufacturing PMI for April was reported at 49.0, a decline from 50.5 in March, reflecting weaker-than-expected performance and pressure from US-China trade tensions [46][48] - The report highlights that over 80% of the profits in the Hong Kong market come from Chinese companies, which are closely tied to the economic conditions in mainland China [39][41] - The report anticipates that China will implement more proactive macroeconomic policies to achieve its annual growth targets, in response to external demand pressures [46][48] Group 3 - The report indicates a notable trend in share buybacks, with a total buyback amount of 1.44 billion HKD this week, slightly down from 1.53 billion HKD the previous week [27][30] - A total of 66 companies engaged in buybacks this week, an increase from 62 companies the prior week, indicating a stable market interest in share repurchases [27][30] - The top three companies by buyback amount were AIA Group (57.58 million HKD), China Hongqiao (30.47 million HKD), and COSCO Shipping Holdings (16.26 million HKD) [27][30] Group 4 - The report identifies key sectors for investment, including automotive, consumer, electronics, and technology, which are expected to benefit from favorable policies [46][48] - It also suggests focusing on undervalued state-owned enterprises that are likely to benefit from policy support, as well as local Hong Kong banks, telecommunications, and utility stocks that are relatively insulated from external pressures [46][48] - The report advises caution regarding sectors with significant exposure to US markets due to ongoing trade disputes [46][48]

港股震荡回落，恒生指数涨幅收窄至1%，此前涨超2%；恒生科技指数涨0.7%，此前涨近3%。 ...

Group 1 - The Hang Seng Index closed up by 0.51% [1] - The Hang Seng Tech Index increased by 1.35% [1] - The Hong Kong Tech ETF (159751) rose by 1.44% [1] - The Hang Seng Hong Kong Stock Connect ETF (159318) gained 0.58% [1] Group 2 - Meitu Inc. saw a rise of over 10% [1] - Chow Tai Fook Jewelry Group increased by over 8% [1] - Lao Poo Gold experienced a decline of over 5% [1] - Genscript Biotech Corporation (B) fell by over 4% [1]

Group 1: Hong Kong Stock Market - The Hong Kong stock market experienced a decline, with the Hang Seng Index closing at 23,426.6 points, down 1.11% for the week [1] - The Hang Seng Technology Index fell by 2.36%, while the National Enterprises Index decreased by 1.55% [1] - Notable declines in technology stocks included Xiaomi Group down 6.67%, Meituan down 4.5%, and Tencent Holdings down 0.4% [1] - Economist Hong Hao indicated that the market is at a critical resistance level, and further increases depend on the realization of expectations such as profit growth in tech companies and new economic policies [1] Group 2: Pop Mart Financial Performance - Pop Mart reported a revenue of 13.04 billion RMB for 2024, a year-on-year increase of 106.9%, with adjusted net profit reaching 3.4 billion RMB, up 185.9% [2] - Domestic revenue was 7.97 billion RMB, growing by 52.3%, while overseas revenue reached 5.07 billion RMB, a significant increase of 375.2% [2] - The stock price of Pop Mart rose over 9% to 153.70 HKD, with a market capitalization of 206.41 billion HKD [2] - The Southeast Asia market generated 2.4 billion RMB, accounting for 47.4% of overseas revenue, with a staggering growth of 619.1% [2] Group 3: Mengniu Dairy Financial Performance - Mengniu Dairy reported a revenue of 88.6748 billion RMB for 2024, a decline of 10.1%, with a net profit of only 104.5 million RMB, down 97.8% [3] - In the second half of 2024, Mengniu's revenue was 44 billion RMB, down 7.4%, with a net loss of 2.34 billion RMB [3] - The dairy industry is facing challenges, with overall sales down 2.7%, and Mengniu's specific issues include significant impairment losses related to its acquisitions [3][4] Group 4: CK Hutchison Holdings - CK Hutchison Holdings has postponed its plan to sell overseas port assets, with no agreements expected to be signed this week [5][6] - The company had previously reached a principle agreement to sell 80% of its port assets to a consortium led by BlackRock, covering 43 overseas ports in 23 countries [6][7]

我今天没在临海，和小伙伴约出来玩，你们看发布ip，跑江苏南京了。 今天的a股跌的不多，如果不和外面比的话会觉得还行，但... | 口例 | 取利11 | 100% King | の以大・岡 | 日17 | 11.14488 | 加床大郎 | / 広大 / 田 | 口例 | III. IM MITH | 川沢武沢 川八幡 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ● 上证指数 | 2862.19 | -7.71 | -0.27% | ● 欧洲斯托克50 7 | 4697.93 | 29.19 | 0.63% | ● 道琼斯 | 39446.49 | 683.04 | 1.76% | | ● 深证成指 | 8393.70 | -52.51 | -0.62% | ● 英国富时100 | 8193.74 | 48.77 | 0.60% | ● 标普500 | 5319.31 | 119.81 | 2.30% | | ● 中小100 | 5399.74 | -24.42 | -0.45% | ● 英国富 ...