Hong Kong stock review: Hang Seng Index rose 0.46%, and non-ferrous metals stocks led the rise, SMIC rose more than 7% at the end of the session
The net daily inflow of capital from the South was HK$5.114 billion, and the market turnover was HK$108.3 billion.
On April 14, Hong Kong stocks rose again in the afternoon, and the three major indices showed volatile markets throughout the day. $Hang Seng Index (800000.HK)$ up 0.46%, $Hang Seng China Enterprises Index (800100.HK)$ up 0.57%; $Hang Seng TECH Index (800700.HK)$ Up 0.1%. The performance of the three major indices was relatively lackluster this week. $Hang Seng China Enterprises Index (800100.HK)$ Weekly increase of 0.57%, $Hang Seng Index (800000.HK)$ Weekly increase of 0.81%, only $Hang Seng TECH Index (800700.HK)$ The weekly decline was 1.74%.
On April 14, Hong Kong stocks rose again in the afternoon, and the three major indices showed volatile markets throughout the day. $Hang Seng Index (800000.HK)$ up 0.46%, $Hang Seng China Enterprises Index (800100.HK)$ up 0.57%; $Hang Seng TECH Index (800700.HK)$ Up 0.1%. The performance of the three major indices was relatively lackluster this week. $Hang Seng China Enterprises Index (800100.HK)$ Weekly increase of 0.57%, $Hang Seng Index (800000.HK)$ Weekly increase of 0.81%, only $Hang Seng TECH Index (800700.HK)$ The weekly decline was 1.74%.
On the market, large technology stocks had mixed ups and downs. $NTES-S (09999.HK)$ An increase of 3%, $BABA-W (09988.HK)$ 、 $TENCENT (00700.HK)$ A slight increase, $BIDU-SW (09888.HK)$ fell 3%, $JD-SW (09618.HK)$ It fell by more than 1%; the trend in international gold prices was rising, and gold stocks led to a sharp rise in non-ferrous metals stocks. $MMG (01208.HK)$ At one point, it surged more than 28%, and the performance was the most impressive; the industry welcomed positive news, and semiconductor stocks continued to be active, leading the way $SMIC (00981.HK)$ Prices rose more than 7% at the end of the session; electricity stocks, automobile stocks, shipping stocks, and sporting goods stocks were active. On the other hand, Japan approved the construction of a casino resort in Osaka, and Macau Gaming stocks declined in response. The performance of restaurant stocks was sluggish, and yesterday's strong traditional Chinese medicine stocks were weak throughout the day. The net daily inflow of capital from the South was HK$5.114 billion, and the market turnover was HK$108.3 billion.
Let's take a look specifically:
Electricity stocks continue to be strong. $HUADIAN POWER (01071.HK)$ 、 $DATANG POWER (00991.HK)$ Up more than 4%, $HUANENG POWER (00902.HK)$ 、 $CHINA POWER (02380.HK)$ 、 $CHINA RES POWER (00836.HK)$ Both increased by more than 3%.
Let's take a look specifically:
Electricity stocks continue to be strong. $HUADIAN POWER (01071.HK)$ 、 $DATANG POWER (00991.HK)$ Up more than 4%, $HUANENG POWER (00902.HK)$ 、 $CHINA POWER (02380.HK)$ 、 $CHINA RES POWER (00836.HK)$ Both increased by more than 3%.
According to the latest report by Guojin Securities, in the context of major domestic manufacturers entering the AI model one after another, the mining and power industry is expected to be the first to benefit from the iteration of the big model. The bank said the AI+ energy industry is expected to help “3060 peak neutralization”; at the practical level, AI models drive intelligent transformation of “source network cargo storage”. Currently, the HUAWEI Cloud Pangu Big Model and Ali Tongyi Qianwen Big Model have both released relevant industry models, which may enable the refinement and intelligent upgrading of traditional new energy power plant operation systems.
Most lithium battery stocks have risen. $TIANQI LITHIUM (09696.HK)$ 、 $Ganfeng Lithium Group (002460.SZ)$ Up more than 7%, $HONBRIDGE (08137.HK)$ 1%, $CALB (03931.HK)$ 、 $TIANNENG POWER (00819.HK)$ Keep up.
According to the news, lithium prices have been falling since this year, and recently surpassed 200,000 yuan/ton in “Ning Wangdi”. In response, many industry insiders expect that as lithium prices continue to fall, lithium mining companies will face a reshuffle, some small and medium-sized mining enterprises will withdraw from the market, and industry concentration will further increase in the future.
Auto stocks had mixed ups and downs. $GWMOTOR (02333.HK)$ Up more than 9%, $BRILLIANCE CHI (01114.HK)$ Up more than 4%, $GEELY AUTO (00175.HK)$ An increase of more than 3%, $Li Auto (LI.US)$ A slight drop, $XPeng (XPEV.US)$ It fell nearly 2%.
According to the news, according to data from the Passenger Federation, the passenger car market retailed 328,000 vehicles from April 1 to 9, an increase of 47% over the same period last year, and an increase of 8% over the same period last month. Since this year, 4.614 million vehicles have been sold, down 10% from the previous year. From April 1 to 9, the passenger car NEV market retailed 910,000 units, down 8% from the same period last year and 5% from the same period last month. Since this year, a total of 1,414,000 vehicles have been sold, an increase of 21% over the previous year.
Gold stocks have strengthened collectively, $CHINAGOLDINTL (02099.HK)$ 、 $LINGBAO GOLD (03330.HK)$ Up more than 4%, $SD GOLD (01787.HK)$ Up nearly 4%, $ZIJIN MINING (02899.HK)$ with $ZHAOJIN MINING (01818.HK)$ Keep up.
According to the news, the year-on-year increase in US PPI has slowed beyond expectations. At the same time, the number of applicants exceeded market expectations at the beginning of last week, suppressing the probability that the Federal Reserve will raise interest rates further. Non-US currencies, risk assets, and spot gold and silver have collectively risen. On Thursday, spot gold surged 30 US dollars a day, approaching 2,050 US dollars/ounce, the highest level since March last year.
Shipping port stocks continued to rise. $SEACON (02409.HK)$ An increase of more than 5%, $SITC (01308.HK)$ Up more than 4%, $COSCO SHIP ENGY (01138.HK)$ An increase of more than 3%, $OOIL (00316.HK)$ 、 $CHINA MER PORT (00144.HK)$ 、 $COSCO SHIP HOLD (01919.HK)$ An increase of more than 2%.
Shipping port stocks continued to rise. $SEACON (02409.HK)$ An increase of more than 5%, $SITC (01308.HK)$ Up more than 4%, $COSCO SHIP ENGY (01138.HK)$ An increase of more than 3%, $OOIL (00316.HK)$ 、 $CHINA MER PORT (00144.HK)$ 、 $COSCO SHIP HOLD (01919.HK)$ An increase of more than 2%.
Gaming stocks generally declined, $PARADISE ENT (01180.HK)$ 、 $SANDS CHINA LTD (01928.HK)$ A drop of more than 3%, $MGM CHINA (02282.HK)$ fell by more than 1%, $SJM HOLDINGS (00880.HK)$ 、 $WYNN MACAU (01128.HK)$ 、 $GALAXY ENT (00027.HK)$ Wait until it falls.
According to the news, Japanese Prime Minister Fumio Kishida revealed at the Casino Resort (IR) Promotion Headquarters meeting that the construction plans submitted by Osaka Prefecture and Osaka City will be approved. This is the first time that the government has approved an IR plan, and the opening of a casino in Japan has ushered in a major milestone. Osaka aims to open a casino resort in the fall and winter of 2029. If the contract procedure with the operator is completed, the government's “Casino Management Committee” review, and subsequent license delivery procedures, etc. are completed, the opening of the business will be officially decided.
Today, there was a net inflow of capital of HK$5.113 billion, including a net inflow of HK$3,037 billion from Hong Kong Stock Connect (Shanghai) and a net inflow of HK$2,076 billion from Hong Kong Stock Connect (Shenzhen).
Today, there was a net inflow of capital of HK$5.113 billion, including a net inflow of HK$3,037 billion from Hong Kong Stock Connect (Shanghai) and a net inflow of HK$2,076 billion from Hong Kong Stock Connect (Shenzhen).
Looking ahead to the future market, US inflation is gradually declining, but the rate of decline is uncertain. The minutes of the March FOMC meeting showed that members of the committee began to pay attention to the impact of banks taking the initiative to tighten credit on the economy and inflation, but they are still inclined to raise interest rates above 5%. It is difficult for US long-term debt to return to more than 4%, and it fluctuates downward in the general direction. This has greatly eased the valuation squeeze on Hong Kong stocks. Large foreign shareholders' huge sales may have another liquidity impact on Hong Kong stocks. Unless corporate profit expectations improve positively, reducing holdings by major foreign shareholders will limit the room for a short-term rebound in stock prices. The opportunity for the one-sided rebound in the technology index since mid-March has come to an end, but considering 1) improved overseas liquidity expectations; 2) mainland policy support; and 3) improvements in fundamentals, China and Thailand believe that capital will shift from leading technology stocks to second- and third-tier Internet technology stocks, including games, software, and semiconductors.
Next Week's Stars: $AK MEDICAL (01789.HK)$
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