Market Overview - The Hang Seng Index is expected to rise towards 26,000 points due to a stable economic outlook in mainland China and a postponement of tariffs by the US [2] - Active trading in the Hong Kong market indicates a positive risk appetite, with capital rotating among different sectors [2] Short-term Sector Outlook - Focus on upcoming economic indicators including the US Federal Reserve's interest rate decision, Q2 GDP, and earnings reports from major companies such as HSBC and Budweiser [3] Macro Focus - The IMF has slightly raised its global growth forecast for 2025 and 2026, predicting a 4.8% growth for China this year [4][9] - The US and China are expected to hold another round of trade talks within approximately 90 days, pending approval from President Trump [4][9] Corporate News - Baoshan International has issued a profit warning, expecting a 44% drop in interim profits [5][11] - Huaneng Power International reported a 23% increase in net profit for the first half of the year, exceeding expectations [5][11] - Ideal Automotive launched its second pure electric vehicle, priced starting at 320,000 RMB [5][11] International Market Outlook - The US Federal Reserve maintained interest rates, indicating a cautious approach towards future inflation uncertainties [6] - The ongoing trade negotiations are affecting oil demand growth, with OPEC+ increasing supply to limit international oil price increases [6] Index Performance - The Hang Seng Index closed at 25,524 points, with a year-to-date increase of 27.24% [6] - The Shanghai Composite Index rose by 0.33% to close at 3,610 points, reflecting a year-to-date increase of 7.70% [6] Commodity and Currency Market - The CRB Commodity Index increased by 0.81% year-to-date, while gold prices rose by 0.36% [6] - The US Dollar Index showed a slight increase of 0.26% year-to-date [6] Company Earnings Forecasts - China Ruyi Holdings expects to turn a profit for the first half of the year, projecting a net profit of approximately 1 to 1.2 billion RMB [11] - Huaneng Power International's revenue for the first half of the year was reported at 112.03 billion RMB, a decrease of 5.7% year-on-year [11]

Group 1: Market Overview - The Hang Seng Index (HSI) has reached a new high since February 2022, surpassing the 25,000 points mark, with bullish investors optimistic about reaching 26,000 points [1] - The index has shown a positive outlook as it breaks through the upper Bollinger Band, with resistance levels identified at 25,143 points and 25,700 points [1] Group 2: Company Analysis - Sinopec (00386.HK) - Sinopec's stock has broken its previous high, with potential to rise to 4.85 HKD, supported by a strong buy signal [3][4] - The stock has shown a volatility of over 6%, with resistance levels at 4.8 HKD and 4.86 HKD [4] Group 3: Company Analysis - PetroChina (00857.HK) - PetroChina's stock has also broken its previous high, with a strong buy signal and a closing price above the upper Bollinger Band [7] - Current resistance level is at 7.74 HKD, with potential to reach 7.96 HKD if it breaks through [7] Group 4: Company Analysis - Xiaomi (01810.HK) - Xiaomi's stock is performing well, with a buy signal and resistance levels at 59.8 HKD and 61.1 HKD [10] - Investors are optimistic about Xiaomi's AI initiatives, with a target price of 60 HKD and a call option strike price of 68.88 HKD [10] Group 5: Company Analysis - Alibaba (09988.HK) - Alibaba's stock is close to the upper Bollinger Band at 118.5 HKD, with a buy signal and resistance levels at 120.6 HKD and 128.4 HKD [13] Group 6: Company Analysis - NetEase (09999.HK) - NetEase's stock has surged past previous highs, with a strong buy signal and resistance at 128 HKD, potentially reaching 131 HKD if it breaks through [16]