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[Brokerage Focus] HTSC believes that Android phone sales have bottomed out and stabilized, continuing to be bullish on the fruit chain benefiting from Apple's AI interaction upgrade.
Jingu Financial News | HTSC issued a research report stating that the fundamentals of consumer electronics are stabilizing and improving. In terms of the Android industry chain, according to IDC, global 2Q24 smart phone shipments reached 0.285 billion units, a year-on-year growth of 6.49%. The bank expects a 5% year-on-year growth in global Android phone shipments in 2024, with the overall industry chain stabilizing. GUI and other AI interactive features are expected to gradually be implemented. Hong Kong stocks targeted include Xiaomi Group (01810), Sunny Optical Technology (02382), and Q Tech (01478). In terms of the Apple industry chain, the bank noticed that the Apple IOS system has been continuously upgraded since October, with AI
"Bull market leader" sends a heavy signal, market optimism continues to rise! Is a major trend about to emerge?
The brokerage sector has always been a barometer of bull markets. Today, brokerage stocks once again surged across the board, indicating that the market still holds a generally optimistic outlook for the future performance of the Hong Kong stock market.
Hong Kong stock market anomaly | The mobile industry chain rose across the board in the morning market. Android stabilizes, benefiting from the upgrade of Apple's AI. Quest 3S is expected to promote the recovery of the MR market.
Early trading in the mobile industry chain, as of the time of publication, q tech (01478) rose by 7.9%, closing at 5.6 Hong Kong dollars; fih (02038) rose by 5.43%, closing at 0.97 Hong Kong dollars; byd electronic (00285) rose by 4.19%, closing at 33.55 Hong Kong dollars; Sunway Optoelectronics (02382) rose by 3.92%, closing at 59.7 Hong Kong dollars; aac tech (02018) rose by 3.97%, closing at 32.75 Hong Kong dollars.
What's going on? Hong Kong stocks plunge sharply, the technology index once fell more than 6%, with real estate, autos, and network technology sectors experiencing heavy losses.
At the morning opening, the Hong Kong stock market experienced an adjustment. The Hang Seng Index and the Hang Seng Tech Index both fell, with the Hang Seng Index dropping more than 3% and the Tech Index falling over 6% at one point.
Who's buying? The A-share market is closed, but the Hong Kong stock market is still going strong! There's a big shift in foreign capital underway.
According to the latest report published by Goldman Sachs, after the People's Bank of China announced easing measures and the September Political Bureau meeting, mainland consumer stocks rebounded strongly by an average of about 32% in the past week.
Hong Kong and A-shares are in high spirits! How much room is left in the market under the new round of policies?
Interest rate-sensitive growth stocks, export chains driven by usa real estate demand, Hong Kong stocks local dividends and real estate, all show greater resilience in this round of rise.
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