CSC Financial: The AI industry will continue to drive the growth of technology sectors in A-share and Hong Kong stock markets.

According to a research report by CITIC Securities, the price of gold will continue to rise. The US Dollar Index will remain weak; the Federal Reserve’s interest rate cuts will drive down US Treasury bond yields; and the US stock market will continue to be supported by loose liquidity. The renminbi exchange rate against the US dollar is expected to appreciate slightly; government bond yields will remain near their peak in the short term; and both the A-share and Hong Kong stock markets will continue with the 'New Four Bulls' trend, remaining stable with an upward trajectory. The internationalization of the renminbi, the development of AI infrastructure, and AI-related international trade will accelerate and reinforce each other, reshaping the landscape, which will have a positive and far-reaching impact on the economy and markets. The AI industry will continue to lead rapid growth in China’s related technology sectors and further drive the upward momentum of the tech sectors in the A-share and Hong Kong stock

Gelonghui FinanceOct 9 12:45

CMBI Strategy Hong Kong Stock Market September Strategy Report: Liquidity-Driven New Round of Gains for Hong Kong Stocks, Focus on Three Offensive + Two Defensive Positions

Gelonghui, September 15 | A research report by China Merchants Securities Strategy pointed out that looking ahead, the Hong Kong stock market will still be mainly driven by liquidity. With abundant internal and external liquidity, Hong Kong stocks are expected to usher in a new round of increases. According to the mid-year reports of Hong Kong-listed companies, earnings growth rates are at historically low levels, with notable structural divergence between old and new economies. The structural performance led by technology is underpinned by solid profitability. In terms of allocation strategies, focus on three offensive sectors (technology, non-ferrous metals, non-banking finance) and two defensive sectors (turnaround plays and dividend stocks).

Gelonghui FinanceSep 15 21:55

ETF Review | The gold price experienced a significant pullback, with the Golden Industrial Concept ETF and GF Shanghai Gold ETF dropping by 7% and 6% respectively.

On April 23, according to Gelonghui | The three major A-share Indexes exhibited mixed performance today. By the close, the Shanghai Composite Index fell by 0.1%, the Shenzhen Component Index rose by 0.67%, the Chinext Price Index increased by 1.07%, and the Beijing 50 Index rose by 0.48%. The All Market transaction volume was 1262.5 billion yuan, an increase of 141.3 billion yuan compared to the previous day. Over 3100 individual stocks in the All Market experienced gains. In terms of sectors, Siasun Robot&Automation, Auto Parts, overall automotive, low-altitude economy, and Consumer Electronics sectors led the gains; Gold, Food Processing, retail, Logistics, and aquaculture sectors showed significant losses. In terms of ETFs, Hong Kong stocks rose across the board, with Haitong Fund's Hong Kong Stock Connect Technology E Fund CSI Technology 50 ETF, and Invesco Great Wall.

Gelonghui FinanceApr 23 15:12

ETF Market Review | Cross-border ETFs are active against the trend, S&P 500 ETF rose nearly 7%, the innovative drug sector suffered a sharp decline, and the Hong Kong Stock Connect Yinhua CSI Innovative Drugs Industry ETF fell nearly 5%.

On March 21, Gelonghui reported that the three major A-share indices collectively fell today. By the close, the Shanghai Composite Index decreased by 1.29%, the Shenzhen Component Index fell by 1.76%, the Chinext Price Index dropped by 2.17%, and the Northern Stock Exchange 50 Index decreased by 4.17%. The total market turnover was 1579.7 billion yuan, an increase of 103.1 billion yuan compared to the previous day. Over 4,200 individual stocks in the entire market declined. In terms of sectors, Offshore Equipment, Oil & Gas extraction, Traditional Chinese Medicine, Steel, and tourism and hotel sectors had the largest gains; on the downside, Huawei smartphones, humanoid robots, Asia Vets, AI glasses, and AI PC concept stocks saw the largest declines. In terms of ETFs, cross-border ETFs were active against the trend, with the Cathay Fund S&P.

Gelonghui FinanceMar 21 15:21

ETF Afternoon Review | The S&P 500 ETF continues to rise significantly with a premium increase of 7%, led by the Oil & Gas Sector, ZIYUANETF, and both the Oil & Gas ETF and the Oil & Gas ETF from Bosera rising more than 1%.

On March 21, Gelonghui reported that the three major A-share indices collectively fell in the morning, with the Shanghai Composite Index down 0.94%, the Shenzhen Component Index down 1.42%, the Chinext Price Index down 1.7%, and the North CERT 50 Index down 3.14%. The All Market half-day turnover was 979.5 billion yuan, an increase of 98.7 billion yuan compared to the previous day. More than 4,300 individual stocks in the All Market declined. In terms of sectors, Offshore Equipment, Oil & Gas extraction, port shipping, Traditional Chinese Medicine, Steel, and Wind Power Equipment sectors led in gains; while Huawei mobile phones, humanoid robots, AI glasses, and DRG/DIP concept stocks had the largest declines. Regarding ETFs, the three major U.S. stock indices fell slightly, while China Universal Fund reported.

Gelonghui FinanceMar 21 11:41

Invesco Great Wall CSI Hong Kong Stock Connect Technology ETF Investment Value Analysis: Continuous Inflow of Southbound Funds How to Configure Hong Kong Technology Companies with One Click?

Due to multiple Bullish factors such as the Federal Reserve's interest rate cuts and breakthroughs in AI large model technology, the Hong Kong stock market is expected to continue performing well in 2025. Invesco CSI Hong Kong Stock Connect Technology E Fund CSI Technology 50 ETF allows for easy allocation to quality technology companies in the Hong Kong market, making it worth investing in.

China MerchantsMar 12 00:00