每日晨报│2025 年 12 月 5 日 主要市场指数表现 | | 收市价 | 上个交易日升 | YTD 升跌 | | --- | --- | --- | --- | | 恒生指数 | 25,935 | +0.68% | +29.29% | | 恒生科技指数 | 5,615 | +1.45% | +25.68% | | 国企指数 | 9,106 | +0.86% | +24.92% | | 沪深 300 | 4,546 | +0.34% | +15.54% | | 上证综合指数 | 3,875 | -0.06% | +15.63% | | 深证成份指数 | 13,006 | +0.40% | +24.89% | | 中小板指 | 7,904 | +0.26% | +23.85% | | 道琼斯指数 | 47,850 | -0.07% | +12.47% | | 标普 500 指数 | 6,857 | +0.11% | +16.59% | | 纳斯达克指数 | 23,505 | +0.22% | +21.72% | | 伦敦富时指数 | 9,710 | +0.19% | +18.82% | | CAC40 指数 ...

Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market turnover decreased to 82.799 billion HKD, with net inflows of 484 million HKD recorded in the Hong Kong Stock Connect [1][5] - The US stock market showed mixed results, with the Dow Jones down 31 points or nearly 0.1%, while the Nasdaq and S&P 500 saw slight increases [2] Key Companies Performance - WuXi Biologics saw a significant increase of 7.1% after receiving clinical trial approval for its selective 5-HT2A receptor agonist in the US [1][5] - WuXi AppTec rose by 5.4%, and Xiaomi Group increased by 4.4% [1] - Meta Platforms (META.US) rose by 3.4% amid reports of budget cuts to its metaverse plans [2] Investment Opportunities - The report emphasizes the attractiveness of low-valuation, high-dividend sectors in the Hong Kong market, particularly in technology and state-owned enterprises [3] - Key sectors to watch include artificial intelligence, semiconductors, and industrial software, which are expected to benefit from long-term growth opportunities [3] - The report suggests that the upstream non-ferrous metals sector may benefit from expectations of interest rate cuts by the Federal Reserve [3] IPO Market Insights - The Hong Kong IPO market is projected to raise at least 300 billion HKD in 2025, with an increase in the number of listings compared to the current year [9] - The Hong Kong Stock Exchange is expected to maintain its position as the top global IPO fundraising venue [9] Economic Data - Recent economic indicators show a decrease in unemployment claims in the US, bolstering investor confidence in potential interest rate cuts by the Federal Reserve [2] - The report highlights the importance of monitoring economic data, including personal income and spending, which are set to be released soon [14]