Editor's note:"Bull stocks in Hong Kong and the US this week"The column closely follows the market trends every week, taking stock of the weekly performance of the Hong Kong and US stock markets, helping Niu you sort out the hot sectors, strong stocks and major news of the week, and looking for investment themes with profit-making effect.
Hong Kong stocks continued their recent rebound this week. As of Friday's close, the Hang Seng Index rose 6.56% to 19900.87, the Hang Seng Technology Index rose 12.65% to 4369.53, and the State-owned Enterprises Index rose 7.31% to 6834.21.
Morgan Stanley strategist sings long Chinese stocks again this week. Analysts at the bank said Chinese stocks would outperform the vast number of emerging markets, or even their global counterparts, as measures to optimize epidemic prevention policies would continue to help market sentiment recover.
Judging from the list of individual stock gains, inner housing stocks continue to rise.$LOGAN GROUP (03380.HK)$、$CIFI HOLD GP (00884.HK)$、$LONGFOR GROUP (00960.HK)$And other stocks take the lead in rising. CITIC pointed out that the bottom of the real estate policy was confirmed in 2022, and the three arrows will confirm the inflection point of the financing environment of real estate enterprises, and real estate fundamentals already have the pre-conditions for recovery. The most important observation point at the bottom of the market will return to commercial housing sales, which are expected to recover significantly in the second quarter of next year.
Under the favorable superposition$BILIBILI-W (09626.HK)$Become the prettiest guy in technology stocks with a weekly increase of more than 47%. According to the news, the animation of "three-body" will be broadcast at 11: 00 this Saturday. Yipu Kaitian is produced by the co-producer, while Bilibili Inc. 's affiliated company holds about 30% of Yipu Kaitian Culture Communication Co., Ltd. In addition, Xiaomo recently released a research report saying that Bilibili Inc.-W was given a "overweight" rating, and the target price was raised to HK $235.
Gaming stocks rose again, of which$WYNN MACAU (01128.HK)$、$MGM CHINA (02282.HK)$The share price has doubled in the last ten trading days. Ouyang Yu, director of the Department of Social and Cultural Affairs of Macao, said that the entry measures in Macao will be gradually relaxed, depending on the epidemic situation in the mainland. In addition, a new round of Macau gambling cards was settled last week, and new gambling cards were renewed to eliminate uncertainties.
Novel coronavirus home treatment guidelines and commonly used drug reference tables have been released. Beijing antigen kits are in short supply, stimulating Internet medical stocks to rise sharply.$Ping An Healthcare And Technology (01833.HK)$It rose more than 34% a week, and the share price once hit a new high for the year.
On the other hand, the weaker stocks this week are as follows:
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