金十数据5月2日讯，港股高开高走，截至收盘，恒生指数涨1.74%，恒生科技指数涨3.08%，国企指数 涨1.92%。盘面上，科网股全线上涨，小米集团(01810.HK)涨超6%，阿里巴巴(09988.HK)、京东 (09618.HK)涨超3%，快手(01024.HK)、联想集团(00992.HK)、哔哩哔哩(09626.HK)、腾讯控股 (00700.HK)涨超2%；汽车股集体走高，零跑汽车(09863.HK)涨超7%；CXO概念股整体大涨，药明涨超 7%；新茶饮股集体上行，奈雪的茶(02150.HK)涨超8%。 港股收评：恒生指数涨1.74% 恒生科技指数涨3.08% ...

Group 1 - The Hong Kong stock market closed significantly higher, with the Hang Seng Index rising by 1.74% [1] - The Hang Seng Tech Index increased by 3.08%, indicating strong performance in the technology sector [1] - Major tech stocks saw substantial gains, with Xiaomi Group up over 6%, Alibaba rising by 3.8%, Tencent increasing by 2.56%, and Kingsoft Cloud gaining over 4% [1]

港股开盘，恒指开涨0.42%，科指开涨0.57%。科网股多数上涨，理想汽车(02015.HK)、阿里巴巴 (09988.HK)涨近2%。 ...

金十数据4月23日讯，港股主要股指今日高开高走，恒生指数收于22000点上方。截至收盘，恒生指数收 涨2.37%，恒生科技指数涨3.07%；恒指大市成交额达2606.19亿港元；南向资金今日净卖出超180亿港 元。盘面个股方面，今日机器人概念股、汽车股多数走高；越疆(02432.HK)收涨17.83%，地平线机器人 (09660.HK)涨超10%，小鹏汽车(09868.HK)涨超8%；热门科网股中，小米集团(01810.HK)涨超6%，阿 里巴巴(09988.HK)、比亚迪电子(00285.HK)涨超5%。 恒生指数收涨2.37% 南向资金今日净卖出超180亿港元 ...

Group 1 - The Hong Kong stock market opened with the Hang Seng Index rising by 0.87% and the Tech Index increasing by 0.85% [1] - Major tech stocks opened higher, with Alibaba (09988.HK) up by 3.33% and Tencent Holdings (00700.HK) up by 2.33% [1]

Market Overview - The Hang Seng Index opened up 1.66%, with the Hang Seng Tech Index rising by 3.31%. Notable tech stocks such as NetEase, JD Group, Xiaomi, and Alibaba saw significant gains of 6.8%, 6.49%, 5.76%, and 4.34% respectively [1] Future Outlook for Hong Kong Stocks - According to a report from Founder Securities, the current rally in Hong Kong stocks is supported by the recovery of the Chinese economy, a rebound in corporate earnings, a favorable liquidity environment, and the catalytic logic of the tech industry. The overall market valuation is near historical averages, indicating potential for continued upward movement [1] - CICC's latest report emphasizes that the long-term pricing of Hong Kong stocks is dependent on earnings prospects. If earnings materialize, stock prices may rise while valuations decrease. Short-term fluctuations may occur for stocks that have already seen significant gains, but the long-term revaluation logic for Chinese tech assets remains unchanged [1] Investment Themes - Galaxy Securities identifies three main investment themes for the Hong Kong market: 1. The technology sector, which is expected to transition from valuation uplift to earnings realization due to policy support and technological advancements in AI [2] 2. The consumer sector, which is prioritized by the government to boost consumption, indicating potential for further supportive policies [2] 3. High dividend sectors that offer stable investment returns [2] Economic and Policy Environment - Analysts from Singapore Bank note that while overseas interest rate cuts are slowing, they will gradually decline, alleviating pressure on Hong Kong stocks. The Chinese government's focus on promoting consumption and supporting technological innovation is expected to benefit the stock market [2] - The market is also influenced by U.S. trade policy, with potential tariffs on 15 to 20 countries impacting stock market dynamics. This could lead to shifts in global capital flows and affect Hong Kong's market performance [3] Sector Rotation and Investment Strategy - The market is experiencing sector rotation, with funds flowing into sectors less affected by tariffs. Short-term operations may shift based on the implementation of trade policies [3] - Huatai Securities suggests that the relative return potential for Hong Kong stocks remains, supported by expanding domestic PMI, signs of real estate stabilization, and continuous inflow of southbound funds. Recommended sectors for investment include domestic consumption, hard tech with solid earnings expectations, and dividend stocks with stable earnings [3][4]

Market Overview - On March 27, Hong Kong's three major indices closed higher, with the Hang Seng Index rising by 0.41% to 23,578.80 points, the Hang Seng Tech Index up by 0.29%, and the National Enterprises Index increasing by 0.27% [1] - Technology stocks generally saw gains, with CXO concept stocks performing strongly and dairy products also rising overall [1] Key Stocks and ETFs - Notable individual stock performances included Bruker rising over 15%, Pop Mart increasing by over 9%, Haidilao up by over 6%, and Mixue Group gaining over 5% [1] - The Hang Seng Tech Index ETF (513180) rose by 0.78%, with a trading volume of 6.57 billion HKD, making it the top-performing tech-themed ETF in Hong Kong [1] U.S. Market Performance - On the previous night, U.S. stock indices collectively declined, with the Nasdaq down by 0.53%, the Dow Jones falling by 0.37%, and the S&P 500 decreasing by 0.33% [2] - Major tech stocks showed mixed results, with Nvidia dropping over 2% and Google and Meta down over 1%, while Apple rose over 1% [2] - The Nasdaq Golden Dragon China Index increased by 1.39%, with most popular Chinese concept stocks rising, including Bilibili up by 3.7% and JD.com, Alibaba, and Tencent at least up by 2.6% [2] New Indices Announcement - On March 27, the Hang Seng Index Company announced two new technology-related indices: the Hang Seng Tech Index Top 10 and the Hang Seng China Tech Top 10 Select Index, which will include the top 10 securities by market capitalization from the Hang Seng Tech Index [3] Gold Market Update - Gold prices surged by 1.3% to 3,059.63 USD, surpassing the record high reached a week prior, with Bank of America projecting a potential rise to 3,500 USD in the next 18 months [3] Short Selling Data - On March 27, a total of 613 Hong Kong stocks were short-sold, with total short selling amounting to 30.092 billion HKD [4] - The top three stocks by short selling amount were Xiaomi Group at 2.395 billion HKD, BYD at 1.776 billion HKD, and Alibaba at 1.485 billion HKD [4] Share Buyback Data - On March 27, 22 Hong Kong stocks were involved in share buybacks, with five stocks having buyback amounts exceeding 10 million HKD [5] - Tencent Holdings had the largest buyback amount at 501 million HKD, followed by China Hongqiao at 73.58 million HKD and Kuaishou at 69.84 million HKD [5] Related ETFs - Key ETFs mentioned include the Hang Seng Pharmaceutical ETF (159892), Hang Seng Internet ETF (513330), Hong Kong Consumer ETF (513230), Hong Kong Automotive ETF (159323), and Hang Seng Tech Index ETF (513180) [6]

Market Overview - A-shares experienced a narrow fluctuation with total trading volume dropping to 1.18 trillion yuan, a decrease of 107.36 billion yuan from the previous trading day [1] - The three major indices closed slightly down, with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index down 0.05%, and the ChiNext Index down 0.26% [1] Sector Performance - Over 3,500 stocks rose in the market, with notable strength in sectors such as chemicals and poultry, while banks faced adjustments [3][4] - Key sectors that saw gains included chemical fiber, poultry, industrial mother machines, and photovoltaic equipment, while oil and gas, banking, coal, and electricity sectors experienced declines [4] Notable Stocks - Evergrande Auto saw a significant increase, with its stock price rising over 200% at one point, closing at 0.239 HKD per share, marking a rise of over 100% [7][10] - Evergrande Property also experienced a surge, with its stock price increasing by over 20% during the trading session [8] Trading Dynamics - The market showed a mixed performance with various hot sectors, including robotics and industrial machinery, demonstrating active trading [3] - The Hong Kong stock market indices collectively rose, with the Hang Seng Index up 0.47%, the Hang Seng Tech Index up 0.79%, and the State-owned Enterprises Index up 0.31% [4]

张坤罕见参与了港股打新。 3月6日张坤通过QDII中签1000股的蜜雪集团收盘大涨约15%，考虑到易方达亚洲精选QDII基金规模达36亿 元，若仅是打新策略，该股对张坤的超大型基金产品无法构成实质性业绩拉动，考虑到他本次参与港股打新亦 是一次罕见的操作，背后或是该基金布局消费的前奏。 与此同时，由于市场赚钱效应在多个行业扩散，张坤所管的易方达亚洲精选基金实际上也迎来了仓位结构平衡 的节点，此前该QDII几乎全部指向科网股并淡出大部分消费品重仓股，截至去年12月末，消费品公司在十大 股票中仅剩一只，而食品饮料行业更是近三年未曾出现在这只明星QDII重仓席位上，本次张坤首次以打新的 方式覆盖奶茶赛道，或许是他在消费品乃至食品饮料行业重新布局的思考，而企业的自由现金流或将成为引导 他在二级市场买入的关键。 中签蜜雪集团1000股 显然，在整个消费品赛道中，食品饮料几乎是导致消费基金经理业绩压力最大的品种之一，而张坤在上一次将 食品饮料赛道股票纳入前十大重仓股，正好还是三年前的2022年6月，当时在港股上市的蒙牛乳业为易方达亚 洲精选基金的第六大重仓股，但在2022年第三季度的报告中，蒙牛乳业已被张坤卖出，自此之后， ...