No Data
[Brokerage Focus] Guoyuan International: No need to worry about short-term fluctuations, internet technology is still advancing.
Jingu Finance News | Guoyuan International stated that, against the backdrop of global economic recovery and declining financing costs, the global economic growth rate is expected to remain stable in the fourth quarter, including interest rate cuts in the United States and Europe, uncertainties such as the soft landing of the US economy and the presidential election. The Chinese economy is driven by growth targets and policy reinforcement. Therefore, the short-term market will enter a state of volatile upward movement, but the internet and entertainment sectors with high performance and market resilience still have potential opportunities. As investors continue to anticipate bullish policies from the domestic Ministry of Finance, market confidence is expected to be maintained in the medium to long term. The bank believes that the current investment focus in the internet sector should still revolve around gaming expansion and AI application scenarios.
[Brokerage Focus] Guoyuan International believes that the investment targets in the internet-related sector should still focus on game globalization, AI scenario implementation, and the recovery of cloud computing service demand.
Jingu Financial News | Guoyuan International stated that overall, as the valuation of the Hong Kong stock market has been partially restored, the large cap market has started to consolidate after the previous sharp rise. Currently, there is a growing wait-and-see sentiment among investors, and the trading volume of Hong Kong stocks continues to shrink. However, the bank believes that the valuation is currently rebuilding its foundation. On a macro level, as the current economic data indicates weak economic recovery momentum, market funds are awaiting further policy implementation. In the future, if positive factors emerge, such as improvement in macroeconomic data, bullish policies being implemented, and improvement in corporate performance, it may trigger a new round of market rebound. The bank believes that the current internet sector investment...
Kingdee International Software Group (HKG:268) Adds HK$1.3b to Market Cap in the Past 7 Days, Though Investors From Three Years Ago Are Still Down 67%
Volume surges again! Don't miss out on this round of technology bull run.
Renewed
IDC: In 2023, the total market size of China's supply chain planning and APS solutions reached 1.76 billion yuan.
The report data shows that in 2023, the market size of China's supply chain planning and APS solutions (excluding hardware revenue) reached 1.76 billion RMB, with an annual growth rate of 29.2%, still the fastest growing market among core industrial software.
Hong Kong stocks morning report on October 21: International gold prices continue to hit new highs, with multiple brokerages participating in convenient business swaps.
1. International gold prices continue to hit new highs. 2. The China Securities Regulatory Commission held a special symposium to further comprehensively deepen the reform of the capital markets. 3. The detailed regulations for a 500 billion swap convenience operation have been released: the pledge rate does not exceed 90%, and the replenishment line is set no lower than 75%. 4. The budget deficit for the USA fiscal year 2024 exceeded 1.8 trillion US dollars.
No Data
No Data
