Weekly outlook | Powell explodes the global market with US CPI data! Tencent, Ali, and JD financial reports hit big
In addition, Baidu, iQiyi, Tencent Music, etc. will also announce their results next week; Japan will announce the initial GDP value for the first quarter, and the yen exchange rate trend will become the focus of the market; Hong Kong stocks will be closed for one day on Wednesday due to the Buddha's birthday.
Hong Kong Stock Afternoon Review | The three major indices rose sharply, shipping stocks and gaming stocks rose, COSCO Marine Holdings rose more than 6%, and Aobo Holdings rose nearly 7%
Technology Network stocks had mixed ups and downs. Bilibili rose more than 5%, Kuaishou fell more than 1%; domestic housing stock trends were mixed; Shimao Group rose more than 7%, and Sunac China fell more than 3%.
Express News | Hong Kong Stock Afternoon Review: Hang Seng Technology Index rose 1.02%, Pharmaco-Ming Kangde rose more than 3%
Hong Kong Stock Afternoon Review: Hang Seng Index rose 0.47%, high-speed rail concept improved
Hong Kong stocks closed at noon. The Hang Seng Index rose 0.47%, the Hang Seng Technology Index rose 1.02%, the high-speed rail concept rose, CRRC rose more than 8%, and Times Electric rose more than 7%.
Xiaomi and JD comprehensively deepen strategic cooperation with a three-year target of 200 billion dollars
Xiaomi and JD recently reached a strategic cooperation. The two sides have clarified Xiaomi's omni-channel sales target of 200 billion dollars in JD over the next three years.
The three major indices of Hong Kong stocks all turned up, while the Hong Kong Technology ETF (159747), H-share ETF (159954), and Hang Seng Index ETF (513600) rose
Glonghui, May 13 | The main indices of Hong Kong stocks rose, and the Hang Seng Technology Index reached the 4,000 mark intraday, rising more than 1% during the day, before falling 1%. As of 11:00, Hong Kong Technology ETF (159747), H-share ETF (159954), and Hang Seng Index ETF (513600) had risen. Since April 22, the Hong Kong Technology ETF (159747) has risen by more than 19%, the H-share ETF (159954) has risen by more than 18%, and the Hang Seng Index ETF (513600) has risen by more than 17%. Cathay Pacific Junan Research Report pointed out that after the recent sharp rise in Hong Kong stocks, there will definitely be some
Intraday quick overview | The Science Index rose more than 1% to reach the 4,000 mark; port transport stocks were strong, and COSCO Marine Control rose more than 6%
Water stocks soared across the board. China Water Services rose more than 9%, Beijing Water Group rose more than 8%; high-speed rail infrastructure stocks collectively rallied, CRRC rose more than 9%, and Times Electric rose nearly 7%.
Express News | Hong Kong stocks rose in the intraday period, and the Hang Seng Index and the Science Index both turned higher
The Hong Kong Stock Connect dividend tax stirs up the market; can it take over ten consecutive increases? The agency's latest findings are here
① Can the dividend tax theme take over and drive Hong Kong stocks to continue to rise sharply? ② Why don't agencies recommend following up on the subject of dividend tax in the short term? Which industries may benefit the most?
Institutional outlook Tencent's Q1 performance: game growth is expected to pick up, net profit is expected to increase 28% year on year
Tencent Holdings' overall performance in Q1:1Q24 revenue is expected to be +4% YoY, gross profit +16% YoY, and non-IFRS net profit to mother +28% YoY.
Exploration | Are houses in these places selling well after the purchase restrictions were relaxed or lifted?
What is the impact of policy loosening on local real estate markets?
Express News | Hong Kong's Hang Seng Index opened down 0.31%. The Hang Seng Tech Index fell 0.94%.
Express News | The Hong Kong Hang Seng Index opened down 0.31%, and the Hang Seng Technology Index fell 0.94%
CICC: The Hong Kong stock market is close to our first phase target
After the recent rapid rebound, the market has basically reached the target point of the first phase of our benchmark situation, which corresponds to around 19,000 points for the Hang Seng Index.
Guangdong Foshan Releases 13 New Real Estate Policies to Implement Civil Water and Electricity Price Standards for Residential Apartments
The Housing and Urban-Rural Development Bureau of Foshan issued the “Notice on Certain Measures to Continuously Promote the Stable and Healthy Development of the Real Estate Market”, which announced the implementation of 13 new real estate policies, including optimizing the rules for calculating floor area ratios, paying land concession prices in installments, encouraging and supporting housing “trade-in”, and relaxing the home purchase and entry policy.
From now on, there will be an important adjustment in northbound funding!
Starting today, northbound funds will change in real time and disclosure rules will be adjusted.
Express News | CITIC Securities: If the Hong Kong Stock Connect dividend tax is adjusted, it is beneficial to tax fairness, but there is still uncertainty
Express News | CICC: Volatility and recovery is still the main theme. May is relatively optimistic about the market growth style
Featured announcements | Shunyu Optics' automotive lens shipments in April increased 15% year on year; sales of Yuexiu Real Estate fell nearly 50% year on year
Longyuan Electric Power: A total of 278.12,300 megawatt-hours of power generation was completed in the first 4 months, an increase of 2.59%; CGN New Energy completed a cumulative total of 6544.3 gigawatt-hours in the first 4 months, a decrease of 3.6% over the previous year.
Futu Morning Post | Wall Street's “Most Promising Prophet” Suggests: Buy Stocks Before the CPI Report Is Released
Jinglin Asset's US stock holdings revealed: Q1 drastically reduced its holdings in Pinduoduo and opened positions with Ali and JD; “New Federal Reserve News Agency”: High housing costs undermined the FED's interest rate cut plan.