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富力地產:董事會會議日期
Bank of America: Do not bet solely on AI; recommends going long both “Pride” and “Prejudice,” while positioning in gold and Hong Kong real estate.
Bank of America posits that the optimal strategy amid the AI bubble is to simultaneously go long on "arrogance" (AI technology stocks) and "prejudice" (neglected, underperforming assets shunned by the market), while shorting AI-related bonds. Although Bank of America’s Bull & Bear Indicator is in extreme territory, capital is flowing into gold and commodities, with private client equity allocations hitting record highs. Amid debt pressures and yield volatility, avoiding the U.S. dollar and bonds remains the central theme.
Selected HK Stock Exchange Announcements | MINISO's H1 Revenue Rises by Approximately 20% YoY; CALB's Interim Profit May Exceed CNY 1.5 Billion
1. MINISO's revenue increased by approximately 20% year-on-year in the first half of the year; what is its profitability status? 2. CALB's interim profit may exceed RMB 1.5 billion; which factors contributed to this performance?
R&F Properties (02777) reported total contracted sales of approximately RMB 8.03 billion in the first seven months, a year-on-year decrease of 3.6%.
R&F Properties (02777) announced that the Group's total contracted sales for July 2026 amounted to approximately RMB 683 million, a year-on-year decrease of 33.69%, with total sold floor area reaching approximately 61,100 square meters.
HK Stock Market Movements | Chinese Property Stocks Decline in Unison; JPMorgan Attributes Yesterday’s Sharp Rise to Lack of Clear Catalysts, Expects Current Rebound to Be Short-Lived
Shares of mainland Chinese property developers fell broadly. As of press time, Sunac China (01918) dropped 4.92% to HKD 0.58; Seazen Holdings (01030) declined 4.38% to HKD 1.42; and R&F Properties (02777) slipped 1.9% to HKD 0.207.
Hong Kong Stocks Market Movement | Mainland China Property Developers Decline Again; Institutions Note New Policies Aim to Improve Trading Volume and Liquidity First, Price Recovery Remains to Be Seen
Mainland China property stocks declined again. As of the time of writing, Sunac China (01918) fell 5.79% to HK$0.57; Midea Real Estate (03990) dropped 5.26% to HK$2.52; Guangzhou R&F Properties (02777) decreased 2.4% to HK$0.203; and Seazen Holdings (01030) slid 1.07% to HK$1.385.