5月30日，香港恒生指数收市报23289.77点，下跌283.61点，跌幅为1.20%，全日成交金额为2715.63亿港 元。中新社记者 陈永诺 摄 来源：中国新闻网 中新社香港5月30日电 (记者 戴小橦)30日，港股5月交易收官，三大指数全月走势均有涨幅，恒生指数 涨5.29%，国企指数涨4.41%，恒生科技指数涨1.63%。 安永大中华区上市服务主管合伙人何兆烽表示，港股市场对优质资产的追捧热度较高，市场环境相对有 利。 30日当天，恒生指数跌283.61点，跌幅1.2%，收报23289.77点，全日主板成交2715.63亿港元；国企指数 跌1.49%，收报8432.02点；恒生科技指数跌2.48%，收报5170.43点。板块方面，医药股逆势走强，复星 医药涨9.89%，石药集团涨6.30%，德琪医药涨7.73%，先声药业涨5.25%。(完) 中国工商银行(亚洲)证券业务部分析员叶泽恒表示，今年以来港股集资金额同比显著增加，其中不乏大 型的中国内地企业。目前，亦有不少大型企业已经向香港交易及结算所有限公司(简称"香港交易所")递 交初步招股文件，若市场反应理想兼再有资金流入的话，估计对港交所及证券行业板 ...

港股收盘，恒生指数涨1.35%，恒生科技指数涨2.46%。港股科技ETF(159751)收盘上涨1.81%，恒生港 股通ETF(159318)收盘上涨1.26%。众安在线大涨30%，小鹏汽车、美团涨超5%，泡泡玛特涨超4%。 无需港股通，A股账户就能T+0买港股>> ...

Group 1 - The regulatory environment for domestic companies going public overseas has become more transparent, efficient, and predictable, with 249 domestic companies completing overseas listing filings since the implementation of the new regulations on March 31, 2023 [1][2] - Nearly 90 of the listed companies are technology firms, primarily in sectors such as information technology, new energy, and advanced manufacturing [1] - As of May 23, 2023, there are 168 companies in the filing process, with 133 in the supplementary materials stage and 35 already accepted [1] Group 2 - The new regulations allow companies to reasonably arrange the timing of their filing applications and require that filings be completed before overseas issuance and listing [2] - The pace of overseas listing filings has accelerated, with 64 companies receiving filing notices in 2023, including seven companies in just a few days [2] - The new guidelines provide more flexibility in fundraising and foreign exchange risk management for companies going public overseas [2] Group 3 - Companies are increasingly looking to invest locally and expand globally after listing overseas, with examples like CATL planning to invest 90% of its Hong Kong IPO proceeds in projects in Hungary [3] - The new regulations aim to simplify the procedures for domestic companies going public overseas, shifting some processes from the foreign exchange bureau to banks [3][4] - Common issues in filing supplementary materials include ownership structure, shareholder information, and compliance with foreign investment regulations [4] Group 4 - Hong Kong has become the primary choice for companies going public overseas, with 127 out of 168 companies intending to list on the Hong Kong Stock Exchange [5] - The liquidity of the Hong Kong market has significantly improved, with an average daily trading volume of HKD 250.4 billion in the first four months of 2025, a 144% increase from the previous year [6] - Southbound capital has also surged into Hong Kong stocks, with a net inflow of HKD 621.36 billion in 2023, contributing to a 16.06% increase in the Hang Seng Index [6]

本周A股先扬后抑，前三天以小涨为主，最后两天连跌。上证综指全周累计下跌0.57%至3348.37点；深 综指、创业板综指、科创50、北证50全周分别下跌0.67%、1.05%、1.47%、3.68%。 A股虽然有所回落，但整体形态并未破坏，目前仍维持震荡盘整格局，操作上建议投资者继续持股观 望。 周一A股各大股指以微涨为主，大市值个股表现较平淡，而小微盘股表现强劲。周一统计局公布了4月 份经济指标，除工业产值数据优于预期外，其余多数指标表现稍弱。 就我们国内的经济情况看，中美之前畸高的关税已降去了一大部分。即使后续关税谈判前景难测，但最 坏情况已过去。个人相信A股虽然一时很难看到太大的上涨空间，但应该也没有太大的下跌空间。 周二A股小幅上涨，小微盘股表现继续领先，当天新型消费股表现较好。周二国内多家大型银行调低了 存款利率，且当天新公布的各期限5月贷款市场报价利率（LPR）均下调了10个基点。 周三A股窄幅震荡，各股指大致平收，小微盘股虽然继续上涨，但涨势已大为放缓。 周四A股普跌，之前表现强劲的小微盘股忽然大幅杀跌，不少大市值个股逆势上涨。 周五A股前三个小时表现颇为平稳，但最近一个小时跳水，收盘时所有股指 ...

Group 1 - The core viewpoint is that the Hong Kong stock market is currently in a phase of policy support and uncertainty, leading to a rebalancing situation [1] - The AH premium index has dropped to a near four-year low, with southbound capital becoming cautious and even taking profits, indicating a potential market consolidation phase due to technical overbought pressure [1] - The internal fundamentals show a "weak recovery + differentiation" characteristic, with the manufacturing PMI returning to contraction, and both resident and corporate credit demand remaining sluggish [1] Group 2 - The external environment reflects a conflict between "tactical easing" and "strategic encirclement," with the US-China tariff pause boosting risk appetite, but ongoing technology wars and export restrictions creating pressure in critical sectors [1] - Policy measures such as interest rate cuts and consumption loans are aimed at driving domestic demand recovery, particularly in service consumption and commodities [2] - The strategy suggested is to maintain a "defensive counterattack" approach, focusing on high-dividend defensive sectors and consumer sectors benefiting from policy support and events like the e-commerce "618" promotion [2]

Market Performance - Hong Kong stocks experienced pressure with the Hang Seng Index dropping over 2% before narrowing losses, ultimately closing slightly down [1] - On Tuesday, the Hang Seng Index opened up 0.28% at 23,398.35 points, with the Hang Seng Tech Index up 0.22% at 5,266.61 points, and the National Enterprises Index up 0.31% at 8,486.65 points [1] - Notable stock movements included Alibaba up 0.67%, Tencent down 0.29%, and Xiaomi up 1.24%, while pharmaceutical stocks saw significant gains, with Sanofi rising nearly 15% [1] Institutional Insights - Huatai Securities noted that lower-than-expected US tariffs on China could enhance growth expectations for China, particularly as the RMB and RMB assets have room for appreciation [2] - Caisun Securities projected a continued recovery in the tourism sector due to ongoing domestic demand policies and improving consumer confidence, recommending attention to leisure tourism and business travel sectors [2] - CITIC Securities highlighted that the cement industry is expected to see improved profitability in 2024, with leading companies reducing output to maintain market conditions, leading to a potential recovery in cement prices [2] Industry Analysis - CITIC Jian Investment reported stable demand in the domestic music industry, with leading companies leveraging community building and independent music content support for differentiation [3] - The music platform sector benefits from higher switching costs, longer content lifecycles, and stronger payment stickiness, with short videos providing effective promotional channels [3] - The end of exclusive copyright agreements is expected to reduce cost pressures and foster healthy competition, enhancing growth potential for domestic music platforms [3]

美团：卖空股份从14日的608.85万股大幅攀升至16日的1211.13万股，接近翻倍。 | 明细数据 | | --- | | lili 一日期 : | 期末总股本(万股) | 区间卖空交易 | | 未平仓卖空期末值 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 卖空股数(万股) | 金額(万元) ⇒ | 股数(万股) ⇒ | 金额(万元) ⇒ | 收盘价(元) ; | 涨跌幅 ◆ | | 2025-05-16 | 610,975.37 | 1,211.13 | 159,311.40 | | | 131.40 | | | 2025-05-15 | 610,975.37 | 974.56 | 132,647.67 | | | 135.40 | | | 2025-05-14 | 610,975.37 | 608.85 | 84.795.33 | | | 139.40 | | | 2025-05-13 | 610,975.37 | 1,504.07 | 208,810.66 | | | 137.40 | | | 2025-05-12 ...

Investment Rating - The report maintains an "Outperform" rating for the Hong Kong stock market [4] Core Viewpoints - The Hong Kong stock market is experiencing accelerated capital inflow, particularly benefiting the automotive and financial sectors [2] - The Hang Seng Index rose by 2.1% this week, with the automotive sector leading at +6.5% and financials at +3.7% [1][12] - Overall, 23 industries saw capital inflows, with significant contributions from automotive (+1.8 billion HKD/day) and non-bank financials (+0.9 billion HKD/day) [2] Summary by Relevant Sections Market Performance - The Hang Seng Index closed at 23,345, reflecting a weekly increase of 2.1% and a 9.1% rise over the past four weeks [12] - The automotive sector has shown strong performance, with a 58.4% increase year-to-date [16] Capital Flow - The average daily capital intensity for the Hong Kong Stock Connect was +5.2 million HKD/day, up from +1.7 million HKD/day the previous week [2] - The automotive sector is a key beneficiary of this capital flow, indicating strong investor interest [2] Earnings Forecast - The overall EPS forecast for the Hong Kong Stock Connect was revised upward by 0.8%, with 27 industries seeing upward revisions [3] - Notable upward revisions include the automotive sector (+1.5%) and financials, indicating positive earnings momentum [3]

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>> ...