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港股开盘 | 港股三大指数集体高开 科网股全面上涨
智通财经网· 2025-06-24 01:40
Market Overview - The Hong Kong stock market opened higher on June 24, with the Hang Seng Index rising by 0.61%, the Hang Seng Tech Index increasing by 0.96%, and the National Enterprises Index up by 0.60% [1] - Technology stocks saw a broad increase, with Meituan and Alibaba both rising over 1%, while Xiaomi and Baidu also performed positively [1] Market Analysis - Tianfeng Securities noted that the difficulty of sector rotation is increasing, and there are rising pressures from overseas geopolitical conflicts and tightening domestic liquidity, suggesting a cautious approach to future market movements [2] - CICC highlighted that the Hong Kong market significantly outperformed A-shares in the first half of the year, showing resilience, but the rebound has been characterized by "pulse-like surges followed by pullbacks," with only about 35% of stocks outperforming the index [2] - Guosen Securities reported that the Hong Kong stock market's returns have led globally due to strong performance and reasonable valuations, with external factors like a weaker dollar and geopolitical tensions prompting a reevaluation of long-term investment value in Hong Kong stocks [2] Short-term Outlook - In the short term, the market's willingness to recover is weak until geopolitical situations become clearer, and a clear turning point signal is awaited [3] - Guotai Junan believes that despite a lack of upward elasticity at the macro level, profound changes are occurring at the industrial level, with new consumption and AI applications becoming more attractive to the market [3] - Yuanta International indicated that the external environment for Hong Kong stocks is stable, with improved market sentiment and significant valuation increases in certain sectors, suggesting that structural opportunities still exist [3] Regulatory Developments - The Hong Kong Stablecoin Regulation will take effect on August 1, with the Hong Kong Monetary Authority setting high entry standards for stablecoin issuers, expecting to issue only a few licenses initially for specific uses like cross-border trade [4] Company News - Horizon Robotics completed a placement of 681 million shares at a price of HKD 6.93 per share on June 16, 2025 [5] - China Hongqiao expects a 35% year-on-year increase in net profit for the first half of the year, driven by rising sales prices and quantities of aluminum alloy and alumina products [5] - Shenzhen Expressway subscribed to a structural deposit product from a bank for HKD 1 billion [6] - Tencent repurchased 1.001 million shares for HKD 5.01 billion at prices ranging from HKD 495.2 to HKD 504.0 [6] - AIA repurchased 3 million shares for HKD 204 million at prices between HKD 66.65 and HKD 68.65 [6] - HSBC repurchased 476,800 shares for HKD 43.68 million at prices between HKD 91.5 and HKD 91.9 [6]
5月国内经济呈现温和修复与结构分化态势,社零消费环比改善但内部分化延续,金融数据喜忧参半,降息降准等一揽子
ZHONGTAI INTERNATIONAL SECURITIES· 2025-06-17 02:34
Market Overview - On June 16, despite escalating tensions in the Middle East, the Hong Kong stock market showed resilience, with the Hang Seng Index rising 0.7% to close at 24,060 points[1] - The Hang Seng Tech Index increased by 1.2%, closing at 5,299 points, with a trading volume of HKD 229.2 billion, indicating relative market activity[1] - Net inflow from the Hong Kong Stock Connect was HKD 5.7 billion, reflecting continued interest in the market[1] Sector Performance - Technology stocks generally performed well, with Xiaomi (1810 HK) up 4.2% and Kuaishou (1024 HK) rising over 3%[1] - Real estate and Chinese brokerage stocks remained strong, with major banks like China Construction Bank (939 HK) and Agricultural Bank of China (1288 HK) reaching historical highs[1] - Defensive sectors saw a decline, particularly gold stocks, with Lingbao Gold (3330 HK) dropping 12%[1] Economic Insights - In May, China's economy showed signs of moderate recovery, with retail sales improving month-on-month but continuing to exhibit internal structural disparities[2] - The International Institute of Finance (IIF) reported a USD 5.2 billion inflow into the Chinese market from the beginning of the year until May, although foreign investment in Chinese stocks remains significantly underweight[2] - The Hang Seng Index's valuation is at the 60th percentile of the past seven years, with the AH premium near a three-year low, suggesting limited short-term catalysts for the market[2] Real Estate Trends - New home sales in 30 major cities reached 1.74 million square meters, a year-on-year decline of 3.0%, but an improvement from the previous week's 18.1% drop[3] - The decline in new construction and completion areas was less severe than in April, with decreases of 18.7% and 19.1%, respectively[3] Automotive Sector Developments - Xiaomi announced the upcoming launch of its new car model YU7, alongside several other significant product releases, boosting its stock price by 4.2%[4] Pharmaceutical Sector Updates - CSPC Pharmaceutical (1093 HK) is set to receive USD 1.1 billion in upfront payments from AstraZeneca for multiple drug candidates, with potential milestone payments reaching USD 16.2 billion[5] Investment Strategy - The report suggests a focus on high-dividend defensive sectors like energy and telecommunications, while also considering undervalued tech stocks with growth potential as market conditions stabilize[2][10]
郑眼看盘丨消息面暂平静,A股横盘
Mei Ri Jing Ji Xin Wen· 2025-06-12 11:20
每经记者|郑步春 每经编辑|彭水萍 继周一及周二来回震荡后,周四A股转为窄幅横盘,消息面暂时平静。截至收盘,上证综指微涨0.01% 至3402.66点;深综指微涨0.15%,创业板综指涨0.43%,科创50指数跌0.3%,北证50指数跌0.25%。全A 总成交额为13036亿元,较周三的12867亿元微有放大。 从行业来看,贵金属、美容护理、珠宝首饰、多元金融、文化传媒、家用轻工、生物制品等板块涨幅居 前,航运港口、酿酒行业、电子化学品等板块跌幅居前。 汇市方面,已横盘数日的美元指数于周三后半盘开始明显走弱,周三美元指数最终跌0.42%,周四亚欧 交易时段再度下跌,至北京时间16时左右暂跌0.3%至98.33点。人民币汇率周三小幅贬值,周四明显升 值,至上述时间暂于7.185上下波动。 美元下跌与新公布物价数据相关,隔夜美国公布的5月CPI同比涨2.4%,低于预期的2.5%;5月CPI环比 涨0.1%,低于预期的0.2%。在数据公布前,市场中曾有个说法,即关税战有可能使5月物价指标大幅超 预期,故事实上弱于预期的CPI数据公布后即对美元构成些压力,因市场认为美联储或有更大理由降 息。 顺便说下,美国总统特朗普 ...
港股开盘,恒指开涨0.14%,科指开涨0.13%。科网股多数上涨,金山软件(03888.HK)涨0.9%,快手(01024.HK)涨0.46%。
news flash· 2025-06-06 01:23
港股开盘,恒指开涨0.14%,科指开涨0.13%。科网股多数上涨,金山软件(03888.HK)涨0.9%,快手 (01024.HK)涨0.46%。 ...
港股开盘,恒指开涨0.53%,科指开涨0.54%。科网股多数上涨,网易(09999.HK)涨超2%,哔哩哔哩(09626.HK)、腾讯控股(00700.HK)涨超1%。
news flash· 2025-06-03 01:23
港股开盘,恒指开涨0.53%,科指开涨0.54%。科网股多数上涨,网易(09999.HK)涨超2%,哔哩哔哩 (09626.HK)、腾讯控股(00700.HK)涨超1%。 ...
港股收评:恒指水下震荡收跌1.35% 汽车整车板块表现疲软
news flash· 2025-05-26 08:13
金十数据5月26日讯,恒指今早低开低走,午后维持水下震荡态势持续下探,最低见23234.27点。恒生 科技指数午后一度跌逾2%。截至收盘,恒指收跌1.35%,报23282.33点,科指收跌1.7%,报5157.65点, 恒指大市成交额达2235.2亿港元(上一交易日为2036.71亿港元)。盘面上,美股核电板块大涨带动港股 核电板块表现突出,科网股走势分化,汽车股领跌大盘,医药股回调走弱。个股方面,中核国际 (02302.HK)收涨129.78%,同程旅行(00780.HK)收涨4.39%,名创优品(09896.HK)绩后收跌18.22%,比亚 迪股份(01211.HK)收跌8.6%,宁德时代(03750.HK)收跌2.61%,小米集团(01810.HK)收跌3.21%,恒瑞医 药(01276.HK)收跌2.63%。 港股收评:恒指水下震荡收跌1.35% 汽车整车板块表现疲软 ...
恒生科技指数尾盘跌幅扩大至2%,科网股多数飘绿,百度(09888.HK)跌近5%,快手(01024.HK)跌超3%。
news flash· 2025-05-22 07:22
恒生科技指数尾盘跌幅扩大至2%,科网股多数飘绿,百度(09888.HK)跌近5%,快手(01024.HK)跌超 3%。 ...
港股午评:恒指水下震荡收跌0.55% 微博绩后大涨6%
news flash· 2025-05-22 04:14
金十数据5月22日讯,恒指今早低开后维持水下震荡,盘中一度跌逾200点,最低见23609.48点,午盘前 跌幅收窄。恒生科技指数受科网股表现不佳影响跑输大盘。截至午间收盘,恒指收跌0.55%,报 23695.88点,科指收跌0.66%,报5306.98点,恒指大市成交额达1076.24亿港元。盘面上,汽车股、黄金 股领涨大盘,医药股小幅回调,科网股走势分化。个股方面,英诺赛科(02577.HK)收涨15.31%,微博 (WB.O)绩后收涨5.94%,小鹏汽车(09868.HK)绩后收涨7.29%,百度(09888.HK)绩后收跌3.25%,药明生 物(02269.HK)收跌1.82%。 港股午评:恒指水下震荡收跌0.55% 微博绩后大涨6% ...
港股收评:恒指低开高走收跌0.05% 医药、消费板块逆市跑出
news flash· 2025-05-19 08:15
港股收评:恒指低开高走收跌0.05% 医药、消费板块逆市跑出 金十数据5月19日讯,恒指今早低开,一度跌近300点,随后于23000点上方寻得支撑反弹,午后一度转 涨,恒生科技指数早盘跌超2%,尾盘一度转涨后小幅回落。截至收盘,恒指收跌0.05%,报23332.72 点,科指收跌0.50%,报5255.06点,恒指大市成交额达1847.04亿港元(上一交易日为1907.22亿港 元)。盘面上,医药股领涨大盘,半导体、消费股逆市跑出,苹果概念股、科网股跌幅居前。个股方 面,中芯国际(00981.HK)收涨1.80%;四环医药(00460.HK)收涨16.42%;泡泡玛特(09992.HK)收涨5.77% 刷新历史新高;阿里巴巴(09988.HK)收跌3.40%,阅文集团(00772.HK)收跌7.58%。 ...
港股持续走低,恒指跌1%,恒生科技指数跌1.76%,科网股分化,京东(09618.HK)跌4.3%。
news flash· 2025-05-15 06:13
Group 1 - The Hong Kong stock market continues to decline, with the Hang Seng Index dropping by 1% [1] - The Hang Seng Tech Index fell by 1.76%, indicating a downturn in technology stocks [1] - JD.com (09618.HK) experienced a significant drop of 4.3%, reflecting the mixed performance of tech stocks [1]