07300 CSOP HANG SENG INDEX DAILY
- 5.260
- -0.130-2.41%
The Dow rose “eight times in a row”, European stocks and British stocks reached record highs, and Hong Kong stocks rose more than S&P this year — a counterattack on global “value”!
From a valuation perspective, according to the industry-adjusted price-earnings ratio, the valuation of European stocks is cheaper, 18% lower than that of US stocks. The UK FTSE 100 currently has an average price-earnings ratio of 11 times, which is lower than the long-term average of 12.8 times.
This week's bullish stocks in Hong Kong | High-dividend stocks are sought after! China's foreign transport week rose by more than 23%, and China's building materials rose by more than 17%
In terms of individual stocks, net revenue from Q1 products increased by nearly 40% year on year, and Zaiding Pharmaceutical soared more than 26% this week; pre-sale of new iPad products began! The Apple concept stock, BYD shares surged nearly 20% this week.
Hong Kong stocks with high interest rates are going crazy again
One child fell, full of life
The benefits are frequent! Hong Kong stocks with high dividend stocks have collectively exploded. What do you think of the subsequent market?
CICC believes that if the Hong Kong Stock Connect dividend tax relief is implemented, it is expected to further boost the enthusiasm of mainland investors to invest in Hong Kong stocks, especially in high-dividend-related sectors, boost sentiment in the short term, and help improve the liquidity of the Hong Kong stock market in the long term.
Overview of the Hong Kong market | The three major indices rose sharply in the afternoon, and high-interest concept stocks such as domestic banks, domestic insurance, and coal were strong throughout the day! CCB rose nearly 7%, and China's Shenhua rose mo
The trend of TechNet shares was divided. Bilibili fell more than 2% and Ali rose more than 1%; domestic housing stocks continued to rise, with Shimao Group rising 60% and Xuhui Holdings rising more than 11%.
Hong Kong Stock Afternoon Review | The Hang Seng Index and China Index rose nearly 2%; domestic housing stocks and insurance stocks rose sharply, Shimao Group rose more than 58%, and China Taibao rose more than 8%
Technology Network stocks had mixed ups and downs. Kuaishou fell nearly 3%, and Ali rose more than 1%; bank stocks generally rose, and CCB and Agricultural Bank rose more than 6%.
Institutions: If the Hong Kong Stock Connect dividend tax is adjusted, how much impact will it have?
We believe that if the Hong Kong Stock Connect dividend tax relief is implemented, it is expected to further boost the enthusiasm of mainland investors to invest in Hong Kong stocks, especially in high-dividend-related sectors, boost sentiment in the short term, and help improve the liquidity of the Hong Kong stock market in the long term.
Futu Morning Post | Federal Reserve Voting Committee: Uncertainty about the inflation outlook is increasing; new news about Apple's AI strategy
Roblox, the “first stock in the metaverse,” plummeted by more than 22%, lowering full-year reservation expectations; Airbnb fell nearly 7%, and the Q2 revenue outlook fell short of expectations; the “Nvidia concept stock” SoundHound AI surged more than 15% after the market, and the Q1 earnings report exceeded expectations.
Featured announcements | SMIC's Q1 net profit of US$71.792 million, down 68.9% year on year; Teb International plans to sell business for nearly HK$1.2 billion
Aobo Holdings' net loss for the first quarter was HK$74 million, a year-on-year narrowing of 91.48%; Huahong Semiconductor's Q1 net profit of US$31.818 million decreased by 79.1% year-on-year.
A quick look at the Hong Kong market | The three major indices rose sharply, and the Tech Index rose nearly 2%; TechNet stocks and Apple concept stocks improved, Meituan rose nearly 4%, and BYD Electronics rose more than 9%
Domestic housing stocks were popular. Shimao Group rose more than 33%, and Sunac China rose 10%; beer stocks rose by many stocks, China Resources Beer rose nearly 5%, and Budweiser Asia Pacific rose 4%.
Hong Kong Stock Afternoon Review | The three major indices rose sharply, domestic housing stocks and biotech stocks strengthened, Shimao Group rose more than 42%, and Ziding Pharmaceutical rose nearly 17%
Science and network stocks generally rose; Meituan rose more than 4%, and Bilibili rose nearly 3%; shipping stocks generally rose, with COSCO Maritime Control rising by more than 6%, and Orient Overseas International rising more than 5%.
Futu Morning Post | A landmark breakthrough! Google DeepMind launches next-generation drug development AI model AlphaFold 3
Federal Reserve Collins: It may take longer to reach the 2% inflation target; Arm fell more than 9% after the market, and the revenue outlook for FY2025 is weak.
Featured announcements | BeiGene's Q1 revenue increased nearly 70% year on year; GAC's sales fell nearly 25% year on year in April
① BeiGene's revenue increased by nearly 70% in the first quarter. What is the profit situation? ② GAC's sales volume fell by about 24% during the year. How much was the impact on sales in April?
A quick look at the Hong Kong market | Most of Kewang stocks and domestic housing stocks declined. Xiaomi reversed the market and rose more than 6%, and Vanke fell nearly 7%
Most auto stocks declined; Xiaopeng fell more than 6%, ideally nearly 5%; coal stocks improved, China Coal Energy rose nearly 5%, and Yankuang Energy rose more than 4%; large financial stocks weakened, and CICC Securities, and Ping An of China fell about 4%.
Hong Kong Stock Afternoon Review | The three major indices soared and fell, the Tech Index fell more than 0.6%, and Xiaomi reversed the market and rose more than 6%
Auto stocks generally fell, with Xiaopeng and Ideal falling by about 4%; domestic housing stocks and property management stocks fell collectively, with Shimao Group falling nearly 10% and Country Garden Services falling nearly 4%; petroleum stocks generally rose, with CNPC rising nearly 2%.
Futu Morning Post | Federal Reserve Officials Say Current Interest Rates Are Not Enough to Calm Inflation; New iPad Pro Has M4 Chip
Damo postponed expectations of when the Federal Reserve would cut interest rates for the first time until September; Tesla fell nearly 4%, and US regulatory investigations against Tesla were upgraded; Disney's core streaming business was profitable for the first time, but the stock price plummeted by more than 9%.
Featured announcements | Zhonghai Real Estate's sales fell 30% year on year; Shangtang plans to build a joint venture to build a big data computing power platform
Guolian Securities: Major asset restructuring is still in the planning stage; Sunac China: cumulative contract sales in the first 4 months were 22.45 billion yuan, a year-on-year decrease of 39.86%.
A quick look at the Hong Kong market | The three major indices have collectively pulled back, and the science index fell more than 2% to 4,000 points; domestic housing stocks rose against the market, and Xincheng Development rose nearly 6%
Technology Network stocks generally fell; Bilibili fell more than 6%, Kuaishou fell nearly 5%, and Meituan fell nearly 4%; copper concept stocks strengthened, Wanguo International Mining rose nearly 10%, and China's nonferrous mining industry rose more than 4%.
A quick look at the Hong Kong market | The Hang Seng Index has risen ten times in a row! Most large technology stocks rose, Shangtang rose 5%; domestic housing stocks fell, and Shimao Group fell more than 9%
The three major indices of Hong Kong stocks closed slightly higher, with the Hang Seng Index rising slightly by 0.55%, achieving ten consecutive gains; most large technology stocks rose by more than 6%, Weibo by more than 5%, Shangtang by 5%, NetEase by more than 2%, Tencent by nearly 2%, and JD, Meituan, Baidu, and Alibaba all showed gains.
Hong Kong Stock Afternoon Review | The three major indices fluctuated slightly, pharmaceutical stocks strengthened against the market, and Pharmaceutical Biotech rose more than 5%
Most Technet stocks weakened, with Kuaishou falling nearly 2%, Meituan, Xiaomi, and Bilibili falling more than 1%; travel and tourism stocks generally rising, with Ctrip Group rising nearly 3%, Hong Kong China Travel up more than 2%, and Tongcheng Travel up more than 1%.