避險情緒
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恒指升37點,滬指跌26點,標普500跌84點
宝通证券· 2026-02-06 03:57
港股先跌後升,恒指低開 219 點,早市曾跌 436 點一度低見 26,410 點,午後曾 轉升 72 點高見 26,919 點,全日升 37 點或 0.1%,收 26,885 點;國指升 44 點或 0.5%,收 9,093 點;恒生科指升 39 點或 0.7%,收 5,406 點。大市全日成交總額 3,151.12 億元。 人民銀行 5 日在公開市場開展 1,185 億元人民幣七天期逆回購操作,操作利率 持平於 1.4%,另開展 3,000 億元 14 天期逆回購操作。有 3,540 億元逆回購到期, 單日淨投放 645 億元。人民幣兌美元中間價按日下調 37 點,報 6.9570 兌一美 元。A 股三大指數低開 0.7%至 1%後跌幅擴大,午後跌幅略為回順。上證指數全 日跌 26 點或 0.6%,報 4,075 點,成交額 9,470 億元。深證成指跌 203 點或 1.4%, 報 13,952 點,成交額 1.23 萬億元。創業板指跌 51 點或 1.6%,報 3,260 點,成 交額 5,523 億元。 投資者避險情緒升溫,科技股拋售壓力持續,美股周四低開低走。道指愈跌愈 有,全日收跌 592 點或 ...
1月6日【中銀做客】恆指、紫金礦業、江西銅業、中金公司、國泰海通、李寧
Ge Long Hui· 2026-01-07 04:28
Market Overview - The Hang Seng Index has shown significant improvement, rising to around 26,700 points, marking a recent high after fluctuating around 26,000 points in December [1][2] - The trading volume has reached approximately 250 billion, indicating a robust market atmosphere [1] - The A-share market has also reached a ten-year high, contributing to a positive sentiment in both markets [1] Investment Opportunities - The Hong Kong stock market experienced nearly a 30% increase last year, making it one of the best-performing years in recent times, with expectations for continued momentum into 2026 [2] - Key sectors to watch include chip stocks, technology shares, and resource stocks, particularly precious metals, which are gaining attention due to rising prices driven by geopolitical tensions [2] Specific Stocks - Zijin Mining (02899) has been performing well, with its stock price reaching recent highs. Investors are encouraged to consider related products, such as a call warrant with a strike price of 48.6 HKD [7] - Jiangxi Copper (00358) has also seen strong performance, with its stock price peaking at 45.96 HKD, benefiting from high copper prices and a portion of revenue from gold [8][9] - China International Capital Corporation (3908) has shown significant gains, rising 8% to 22.3 HKD, with expectations for continued interest in brokerage stocks due to increased trading volumes [10] - Guotai Junan (2611) has also performed well, with a 7.6% increase to 18.41 HKD, reflecting positive sentiment in the brokerage sector [11] Consumer Sector - Li Ning (2331) has seen its stock price rise to nearly 20 HKD, supported by government policies aimed at stimulating domestic consumption [12] - Investors are advised to consider related products, such as a call warrant with a strike price of 23.33 HKD, which offers significant leverage [12]