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每日观点-20251114
光大新鸿基· 2025-11-14 05:47
Group 1: Market Performance - Tencent reported a quarterly profit of 70.6 billion HKD, an increase of 18% compared to the previous year, exceeding expectations[2] - The Hang Seng Index closed at 27,073 points, up 150 points or 0.56% for the day, with a year-to-date increase of 34.96%[3] - The Shanghai Composite Index rose to 4,029.50 points, reflecting a daily change of 0.73% and a year-to-date increase of 20.22%[3] Group 2: Economic Indicators - The foreign exchange fund earned 274 billion HKD in the first three quarters, marking a record high for the same period[2] - The foreign exchange fund's investment income for the last quarter was 60 billion HKD, a year-on-year decrease of 48%[2] - China's GDP grew by 4.8% year-on-year in Q3, surpassing market expectations of 4.7%[14] Group 3: Stock Recommendations - Wei Long Snacks (9985.HK) has a suggested buy price of 11.50 HKD, with a target price of 13.00 HKD, currently trading at 12.01 HKD[14] - Tencent Holdings (700.HK) has a target price of 550 HKD, with a current price of 554 HKD, reflecting a 6.18% increase from the suggested buy price[11] - BYD Company (1211.HK) has a suggested buy price of 125.22 HKD, with a target price of 141.89 HKD, currently trading at 135.6 HKD[11]