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%.
Chip recovery is spreading, and Nomura judges that the global semiconductor industry will enter an upward cycle
Nomura believes that if the cyclical technological recovery extends to other electronic terminal markets, it will support semiconductors to enter the next upward cycle, which will continue from the second half of this year to 2025.
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%.
Changes in Hong Kong stocks | Foundry Shuangxiong will deliver results today, Huahong Semiconductor (01347) and SMIC (00981) both rose more than 4%
Chip stocks generally rose in early trading. As of press release, Huahong Semiconductor (01347) rose 5.11% to HK$16.46; SMIC (00981) rose 4.31% to HK$15.96; CLP Huada Technology (00085) rose 2.92% to HK$1.41; and Shanghai Fudan (01385) rose 2.52% to HK$11.4.
After the sharp rise, how do you understand the value of Hong Kong stocks in asset allocation, and how will the market develop in the future?
In the short term, the rise in Hong Kong stocks will rely more on improved risk appetite, and there is still some room for improvement in the Hang Seng Index's forward PE.
Sanchao New Materials (300554.SZ): The subsidiary supplies some categories of semiconductor consumables in small quantities to companies owned by SMIC
Gelonghui, May 9 | Sanchao New Materials (300554.SZ) said on the investor interactive platform that its subsidiary Jiangsu Sanjing Semiconductor Materials Co., Ltd. supplies semiconductor consumables in small quantities in some categories of products to SMIC's companies.
Zhitong Hong Kong Stock Investment Calendar | May 9
Hong Kong Stock Investment Calendar | May 9, 2024
Intraday Overview | The three major indices of Hong Kong stocks rose sharply, most of the TechNet stocks rose, and the Xiaomi Group surged nearly 7%
Apple concept stocks rallied; Ruisheng Technology rose more than 5%; coal stocks strengthened, and China Coal Energy rose more than 6%.
Hong Kong stock bank stocks rose, Agricultural Bank rose nearly 2%, Bank of Communications and SMIC rose more than 1.5%, and HSBC Holdings and China Construction Bank rose nearly 1%.
Hong Kong stock bank stocks rose, Agricultural Bank rose nearly 2%, Bank of Communications and SMIC rose more than 1.5%, and HSBC Holdings and China Construction Bank rose nearly 1%.
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Hong Kong Stock Afternoon Review | The three major indices of Hong Kong stocks pulled back, and the Tech Index fell nearly 2%; PV stocks reversed the market, and GCL Technology rose more than 6%
Technology Network stocks declined; Bilibili fell more than 6%, NetEase fell more than 4%, Kuaishou and Meituan fell nearly 4%; as concept stocks declined, Huazhu Group fell more than 3%, and Jiumaojiu fell nearly 3%.
Intraday Overview | The three major indices of Hong Kong stocks surged and fell, and GCL Technology rose more than 6%
Apple concept stocks rose; BYD Electronics rose nearly 4%; Shunyu Optical Technology rose nearly 3%; gold stocks strengthened, Shandong gold rose nearly 3%, and China Gold International rose more than 2%.
Opinions | There is still room for Hong Kong stocks
In terms of industry choices, growth styles are spreading, and the Internet, semiconductors, automobiles, and pharmaceuticals may dominate, but high dividends are still valuable.
Futu Morning Post | The Federal Reserve's “Big Three” Release Pigeons: Interest Rates Will Eventually Be Cut; Tesla Reported to Begin a New Round of Layoffs
Federal Reserve Barkin: The current interest rate level has been able to reduce inflation to 2%; news: Apple is developing artificial intelligence chips for servers; Lucid's loss per share in the first fiscal quarter was higher than expected.
Opinion | How much room is left for Hong Kong stocks after two weeks of sharp gains? Optimistic estimate: 20%!
If subsequent policies continue to be effective, profit growth of 10% under optimistic conditions will correspond to an increase of about 20%.
This week's Hong Kong stock news preview: SMIC and other companies will announce their results and release a series of major domestic macro data
① A number of popular companies will announce their results, which ones are worth focusing on? ② A series of major domestic macro data has been released. What aspects do we need to pay attention to overseas?
Weekly preview | Many Federal Reserve Officials Take Turns! Big results from Disney, Palantir, Occidental Petroleum and others hit
Data such as the number of initial jobless claims in the US, the University of Michigan consumer confidence index, and China's Caixin service industry PMI for April will be revealed one after another.
According to CounterpointResearch's foundry service data, in the fourth quarter of 2023, the global foundry industry's revenue increased by about 10% month-on-month but decreased by 3.5% year-on-year. Both PC and smartphone apps have seen urgent orders, p
According to CounterpointResearch's foundry service data, in the fourth quarter of 2023, the global foundry industry's revenue increased by about 10% month-on-month but decreased by 3.5% year-on-year. Both PC and smartphone apps have seen urgent orders, particularly in the Android smartphone supply chain. TSMC continued to lead the OEM industry with a 61% market share in the fourth quarter of 2023. As smartphone restocking continues, the Samsung foundry still occupied the second position with 14% market share in the fourth quarter of 2023. Data indicates SMIC's market in the fourth quarter of 2023
Express News | Last year's Q4 global foundry market share: TSMC 61%, Samsung 14%, SMIC 5%
Data reveal | What did Beishui buy in April? Bank of China sold over HK$10.5 billion and Tencent raised over HK$5.3 billion
Since July 2023, the southbound capital has maintained a net inflow for 10 consecutive months, with a cumulative net purchase of HK$408.792 billion during this period.
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