Futu Tan Zhile: Weekly Market Commentary
【Tam Sir Stock Talk 25.1.3】Opening of 2025 encountered a setback. Will the market improve in the near future?
Happy New Year to all mooer friends. This episode is the first issue of 2025, and the video was filmed on January 2nd (Thursday).
The video is in Cantonese, if there are mooer friends who do not understand Cantonese, you can open the AI subtitles in the upper right corner of the video (the cc icon).
Here are some key points from today's video:
US stock market
There is greater short-term adjustment pressure on the US Stocks market, mainly because the market expects the Fed to have less room for interest rate cuts this year.
To determine whether the US Stocks market is improving, pay close attention to two factors: the 10-year US Treasury yield (whether it is falling, whether it remains below 4.5), and tonight's (January 3rd) non-farm payroll data.
The market is waiting to see if corresponding economic stimulus policies will be introduced during Trump's term in office.
US Stocks investors need to pay attention to recent market volatility and take hedging measures; if you want to speculate on a rebound, you may consider choosing some Stocks with strong fundamentals, ample cash flow, and not high Q4 increases, such as NVIDIA, Apple, META, Netflix, etc.
2. Hong Kong stock market
The overall Hong Kong stock market is still in a "waiting for news" state, with a strong sense of "wait and see", the market hopes for bullish news before the Chinese New Year.
On the first trading day of 2025, the performance of Hong Kong stocks was not satisfactory, mainly due to the net removal of Chinese financial stocks; excluding this reason, the overall market conditions are not very bad, Xiaomi, Meituan, Tencent are still worth paying attention to.
Also pay attention to the Chinese financial stocks that have fallen the most after the net removal, such as Industrial And Commercial Bank Of China, China Construction Bank Corporation, if they subsequently fall to the technical support level, consider making medium to long-term deployments.
(The above content is for educational purposes only and does not involve any recommendations)
(Tam Chi Lok is a licensed person of the SFC. Neither he nor his associates have any financial interests in the above recommended issuers)
