NVDA
NVIDIA
-- 109.670 TSLA
Tesla
-- 263.550 CRWV
CoreWeave
-- 40.000 PLTR
Palantir
-- 85.850 GOOGL
Alphabet-A
-- 154.330 
Is the once-in-a-decade big bull market coming? I'm optimistic about these industries!
The three major indices of Hong Kong stocks opened higher and lower. At the close, the Hang Seng Index fell 0.5% to 20311.28 points, the Hang Seng Technology Index fell 1.39%, and the State-owned Enterprises Index fell 0.74%. On the Hong Kong Stock Connect side, Hong Kong Stock Connect (southbound) had a net outflow of HK$10.324 billion yesterday.
On the market, stocks in the Science Network sector are weak, $Shangtang-W ( $SENSETIME-W (00020.HK)$ ) $ fell 13.51%, $Kuaishou-W ( $KUAISHOU-W (01024.HK)$ ) $ fell 2.68%, $Tencent Holdings ( $TENCENT (00700.HK)$ ) $ fell 1.81%, $JD Group-SW ( $JD-SW (09618.HK)$ ) $ rose 0.72%, $Alibaba-W ( $BABA-W (09988.HK)$ ) $ fell 0.35%, $NetEase S (09999.HK) $ rose 0.20%, $Meituan-W ( $MEITUAN-W (03690.HK)$ ) $ rose 0.06%, $Bilibili-W ( $BILIBILI-W (09626.HK)$ ) $ rose 3.41%, $Xiaomi Group-W ( $XIAOMI-W (01810.HK)$ ) $ does not rise or fall;
The concept of film and television continues to heat up, $Alibaba Pictures ( $ALI PICTURES (01060.HK)$ ) $ rose more than 4%, $Fengdeli Holdings ( $ESUN HOLDINGS (00571.HK)$ ) $ increased by more than 6%, $Maoyan Entertainment (01896.HK) $ increased by more than 3%, $Xinshi Culture ( $VALUES CULTURAL (01740.HK)$ ) $, $IMAX China ( $IMAX CHINA (01970.HK)$ ) $ rose more than 2%.
According to the news, Lighthouse Pro recently released the November 2024 Film Market Report. Among them, the total box office of national movies reached 1.877 billion yuan in November this year, an increase of 11.4% over the previous year. In November, a total of 25 movies broke through the 10 million box office mark, a significant increase from 18 in the same month last year. It is worth noting that at the Politburo meeting of the CPC Central Committee held yesterday, it was mentioned that next year we should vigorously boost consumption, improve investment efficiency, and expand domestic demand in all aspects.
Chinese securities stocks declined, $China Merchants Securities ( $CMSC (06099.HK)$ ) $ fell 10.12%, $Everbright Securities ( $EB SECURITIES (06178.HK)$ ) $ fell 5.82%, $CITIC Construction Investment Securities ( $CSC (06066.HK)$ ) $ fell 5.25%, $CICC ( $CICC (03908.HK)$ ) $ fell 5.13%, $China Galaxy ( $CGS (06881.HK)$ ) $ fell 4.24%, $GF Securities ( $GF SEC (01776.HK)$ ) $ fell 3.45%.
In terms of news, the Political Bureau of the CPC Central Committee held a meeting on December 9 to analyze and study economic work in 2025. CITIC Securities said that the December Politburo meeting established a “moderately loose” monetary policy and removed the “prudent” requirement.
In terms of news, the Political Bureau of the CPC Central Committee held a meeting on December 9 to analyze and study economic work in 2025. CITIC Securities said that the December Politburo meeting established a “moderately loose” monetary policy and removed the “prudent” requirement.
Many Apple concept stocks declined, $Gaowei Electronics ( $COWELL (01415.HK)$ ) $ fell 5.59%, $BYD Electronics (00285.HK) $ fell 3.73%, $Weishi Jiajie ( $VSTECS (00856.HK)$ ) $ fell 3.40%, $Fuzhikang Group ( $FIH (02038.HK)$ ) $ fell 3.23%, $Shunyu Optical Technology ( $SUNNY OPTICAL (02382.HK)$ ) $ fell 3.13%, $Qiu Titanium Technology ( $Q TECH (01478.HK)$ ) $ fell 2.44%, $Tongda Group ( $TONGDA GROUP (00698.HK)$ ) $ fell 1.18%, $Ruisheng Technology ( $AAC TECH (02018.HK)$ ) $ fell 0.52%.
Biotech stocks declined, $Jingtai Holdings-P ( $XTALPI-P (02228.HK)$ .HK) $ fell 7.68%, $BeiGene ( $BEIGENE (06160.HK)$ ) $ fell 5.68%, $Pharmacovigilance (02269.HK) $ fell 3.89%, $Pharmacokant ( $WUXI APPTEC (02359.HK)$ ) $ fell 3.59%, $Genting Xinyao B ( $EVEREST MED-B (01952.HK)$ ) $ decreased by 3.55%, $Kangfang Biotech ( $AKESO (09926.HK)$ ) $ fell 3.54%, $Pharmaceuticals (02268.HK) $ fell 0.79%, $Giant Biotech ( $GIANT BIOGENE (02367.HK)$ ) $ fell 0.59%. $China Tianrui Cement (01252.HK) $ fell 6.35%, $China Building Materials (03323.HK) $ fell 3.90%, $Conch Cement ( $CONCH CEMENT (00914.HK)$ ) $ fell 3.45%, $Jinyu Group ( $BBMG (02009.HK)$ ) $ fell 2.33%, $China Resources Building Materials Technology ( $CR BLDG MAT TEC (01313.HK)$ ) $ fell 1.67%, $China Joint Plastics ( $CHINA LESSO (02128.HK)$ ) $ fell 1.33%, $Western Cement ( $WESTCHINACEMENT (02233.HK)$ ) $ rose 1.18%, $Huaxin Cement ( $HUAXIN CEMENT (06655.HK)$ ) $ rose 0.37%.
Alcoholic beverage stocks generally fell, $Yiyuan Liquor ( $GRACEWINE (08146.HK)$) $ rose 14.44%, $Weiyang Liquor Holdings ( $WINE'S LINK (08509.HK)$ ) $ rose 13.04%, $Dynasty Liquor ( $DYNASTY WINES (00828.HK)$ ) $ rose 6.85%, $Zhenjiu Li Du ( $ZJLD (06979.HK)$ ) $ fell 6.44%, $Tibet Water Resources ( $TIBET WATER (01115.HK)$ ) $ rose 6.35%, $China Resources Beer (00291.HK) $ fell 2.38%, $Tsingtao Brewery Co., Ltd. ( $TSINGTAO BREW (00168.HK)$ ) $ fell 2.11%, and $Budweiser Asia Pacific (01876.HK) $ fell 1.31%.
$Hang Seng Index $Hang Seng Index (800000.HK)$ The Hang Seng Index opened high and moved low yesterday. Let's first look at the short-term support of the lower 19950 point. The stronger trend is to break through and step back normally, making up for the lower gap and then go directly up, referring to the yellow part; if it is weaker, it fluctuates and then goes up, as shown in the red pattern.
1. Broker:It's a relatively short logic. Bullish brokerage speculators are the market consensus. Oriental Wealth's daily turnover of 60 billion is an example. The bull market actually favors brokerage firms; now, brokerage firms with reasonable valuations have value and can be properly arranged.
2. Internet:Internet companies are starting a trend of rising valuations due to “anti-monopoly”. Leading Internet companies are now a top priority for the Chinese economy. Everyone needs to clear the fog to see who has real technology and moats.
3. Consumption:It's a long-term logic. Looking at consumer stocks in a ten-year perspective, there are few industries worth investing in for a long time; the current sluggish environment only gives consumer stocks such an undervalued valuation. There will be a clear increase in consumption data next year. I am optimistic about liquor, milk powder, pork, soy sauce, spicy bars, and pet food.
4. Medicine:It is a long-term logic. Apart from innovative drugs directly benefiting from interest rate cuts, various reasons for other types of pharmaceuticals over the past few years are that they have had good valuations and growth. I am optimistic about innovative drug ETFs; some Chinese medicine companies also have good opportunities. On December 7, 2024, local time in the US, the military committees of the US Senate and House of Representatives announced the text of the final agreement on the FY2025 National Defense Authorization Act (NDAA). The Biosafety Act was not included in it. The biggest potential disadvantage of innovative drugs has been falsified.
5. Technology:As can be seen from the beginning of the antitrust investigation against Nvidia in China, our chip breakthrough far surpassed everyone's imagination. The semiconductor industry chain is highly valued in the short term, but the potential for future development is huge; China's new energy sources are deservedly number one, and the new energy industry chain is also making great progress.
6. High dividends:Interest rates are declining, economic uncertainty is high, the safe-haven nature of high-dividend stocks, and the passive return of high dividends are very attractive. They are optimistic about oil and coal.
2. Internet:Internet companies are starting a trend of rising valuations due to “anti-monopoly”. Leading Internet companies are now a top priority for the Chinese economy. Everyone needs to clear the fog to see who has real technology and moats.
3. Consumption:It's a long-term logic. Looking at consumer stocks in a ten-year perspective, there are few industries worth investing in for a long time; the current sluggish environment only gives consumer stocks such an undervalued valuation. There will be a clear increase in consumption data next year. I am optimistic about liquor, milk powder, pork, soy sauce, spicy bars, and pet food.
4. Medicine:It is a long-term logic. Apart from innovative drugs directly benefiting from interest rate cuts, various reasons for other types of pharmaceuticals over the past few years are that they have had good valuations and growth. I am optimistic about innovative drug ETFs; some Chinese medicine companies also have good opportunities. On December 7, 2024, local time in the US, the military committees of the US Senate and House of Representatives announced the text of the final agreement on the FY2025 National Defense Authorization Act (NDAA). The Biosafety Act was not included in it. The biggest potential disadvantage of innovative drugs has been falsified.
5. Technology:As can be seen from the beginning of the antitrust investigation against Nvidia in China, our chip breakthrough far surpassed everyone's imagination. The semiconductor industry chain is highly valued in the short term, but the potential for future development is huge; China's new energy sources are deservedly number one, and the new energy industry chain is also making great progress.
6. High dividends:Interest rates are declining, economic uncertainty is high, the safe-haven nature of high-dividend stocks, and the passive return of high dividends are very attractive. They are optimistic about oil and coal.
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方鍾Sir : Everyone is bullish, but the overall market is difficult to rise, so I will sell first.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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COWmustMoo : u are missing the bull
run ?
one day bull or one week bull?
方鍾Sir : Bull Bear Bull Bear Bull Bear..haha
Big Dipper : Unfortunately, this lousy stock rises too slowly and falls too fast.
71263309 : It is unreasonable for the two CITIC entities not to merge; they should merge in terms of both name and personnel.