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The pattern of "weak performance of the technology stocks" in the Hong Kong stock market is intensifying. What direction will the market take next?
① Currently, the profit growth of Hong Kong stocks mainly relies on the optimization of profit margins in the Technology Sector rather than revenue expansion. Does this imply that the foundation for sustained market growth in the future is relatively weak? ② For the "Adjustment of Technology Positions + Dividend Hedging" strategy proposed by CICC, how should investors balance the conflict between short-term volatility defense and long-term strategy adherence?
Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.
① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.
Special Contributor 大V: Deng Shengxing: The direction of Hong Kong stocks is unpredictable, it is advisable to focus on defensive stocks.
Hang Seng Index support level: 23600 resistance level: 24800. The Hang Seng Index closed at 24219 on Thursday (20th), down 551 points or 2.2%. The total market turnover for the day reached 294.8 billion yuan. The National Index fell 213 points or 2.3%, ending at 8950. The Technology Index dropped sharply by 204 points or 3.4%, closing at 5836. After Tencent's (00700) earnings announcement, multiple brokerages raised the Target Price, but the stock price fell 3.8% for the day, closing at 519.5 yuan, with turnover reaching 26.157 billion yuan. CSPC PHARMA (01093) rose 2.6% against the trend, being the best-performing blue chip. ALI HEALTH (002...
Can the AI boom driven by Baidu's open-source large models and Tencent's chip purchases in the Hong Kong stock market continue?
① How does Baidu's strategy of freely opening up and planning to open source large models affect its long-term competitiveness in cloud business and ad monetization? ② Tencent's increased procurement of H20 chips to support the implementation of large models, does it mean that the domestic computing power infrastructure still highly relies on overseas supply chains?
How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.
Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.
Alibaba Health Revises Annual Caps and Renews Cloud Services Agreement
