Over RMB 5 trillion! An epic-level buy-in.

Witness history once again.

Gelonghui FinanceNov 11 16:58

"Dividend + Technology" Barbell Strategy! The CSI Hong Kong China Enterprise Dividend ETF Outperformed the Market in October, as Funds Flocked to the Southbound Stock Connect Technology ETF Amid Volatility; Institutions: Short-Term Fluctuations Present Be

Gelonghui, October 23 | The market today continued to exhibit a dividend-focused rally while technology stocks declined. Since October 3, the Hang Seng Tech Index has cumulatively retreated by more than 11%, whereas the Hong Kong-China SOE Dividend Index has risen over 4% during the same period, outperforming the broader market. Prior to key events including the 15th Five-Year Plan meeting, the Federal Reserve’s interest rate decision meeting, and the November 11 deadline for the extension of 'reciprocal tariffs,' the current volatile trading pattern is likely to persist. A barbell investment strategy balancing both dividend-paying stocks and technology stocks—offering both offensive and defensive positioning—may represent an optimal allocation choice for the near term. Recent capital flows reflect this trend: the Hong Kong SOE Dividend ETF has gained over 4% this month, with net inflows amounting to 3.

Gelonghui FinanceOct 23 13:27

Hong Kong stocks rebound! The Hong Kong Stock Connect Technology ETF and Hang Seng Medical ETF, which have seen continuous inflows despite declines, rose over 1%.

Gelonghui, October 15 | The Hong Kong stock market opened higher and trended upward today, with the Hang Seng Tech Index rising over 1%. The technology and internet stocks, as well as the innovative pharmaceuticals sector, led gains. JD Health and Bilibili surged over 4%, while Ali Health and Alibaba rose more than 3%, driving the Hang Seng Pharmaceuticals ETF and the Hong Kong Stock Connect Technology ETF to increase by over 1%. In terms of news: ① Federal Reserve Chair Powell warned on Tuesday that the U.S. labor market is showing further signs of distress, hinting at another rate cut opportunity before the October monetary policy meeting. ② On October 14, the Hong Kong Exchanges and Clearing Limited (HKEX) announced plans to launch futures based on the Hang Seng Biotechnology Index, further optimizing its expanding range of derivative products.

Gelonghui FinanceOct 15 10:50

RMB 200 billion floods into these ETFs!

Comprehensive Review of ETFs in September!

Gelonghui FinanceSep 30 17:41

ETF Spotlight | Luxshare Precision Industry Opens at Limit Up, Consumer Electronics ETF with Highest 'Apple Supply Chain' Exposure Rises 3%

Gelonghui, September 22 – Since early September, market indices have entered a phase of consolidation and fluctuation. Last week, the A-share market failed once again to break through the 3900-point level. Sector performance has shown rapid rotation and divergence. Despite ample liquidity, funds have tended to focus on exploring new leading themes. Over the weekend, consumer electronics information saw intense development, with Luxshare Precision Industry opening at its daily limit today, pushing its share price close to a historical high. This move drove the Consumer Electronics ETF up by 3.4%, leading gains across the entire market, with net inflows of 60 million yuan observed during trading. In terms of news: ① Reports suggest that OpenAI has reached an agreement with Luxshare Precision Industry to jointly produce its future AI hardware devices, with the first product expected in 20…

Gelonghui FinanceSep 22 10:07

Daiwa: Strength or weakness of the US dollar becomes pivotal; expects liquidity to support Chinese equities by year-end.

The bank remains cautious about a potential market pullback in the fourth quarter of 2025, which could be triggered by a cooling of sentiment leading to profit-taking, a slowdown in economic activity, or a resurgence of geopolitical risks.

Zhitong FinanceSep 19 16:39