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[Brokerage Focus] Guoyuan International: Current internet plus-related sector consolidation continues, caution remains the main focus in the short term.
Jinwu Financial News | Guoyuan International stated that the current consolidation in the internet plus-related sector continues, with a cautious outlook in the short term. The bank believes that the continuous strength of the usd, combined with the release of risks due to the macroeconomic situation being below expectations, leads to a tightening of liquidity in overseas markets, causing funds to flow from the Asia-Pacific and europe to the usa market. In the short term, on one hand, Hong Kong stocks are significantly influenced by external risk sentiment and capital flow, and market performance is under pressure from fundamentals data not meeting expectations and reduced risk appetite for funds. On the other hand, the market is also waiting for policies to be implemented to accelerate the repair of the economic fundamentals, so the current Hong Kong stocks will be in a volatile pattern. Therefore, attention can currently be focused on.
Following a 23% Decline Over Last Year, Recent Gains May Please Kingdee International Software Group Company Limited (HKG:268) Institutional Owners
[Brokerage Focus] Guoyuan International expects that the demand for internet-related IT services will be able to be sustained in the fourth quarter.
Jinwu Finance | Guoyuan International believes that the recent performance of Hong Kong stocks is under pressure both internally and externally. On one hand, market performance is facing pressure from disappointing fundamental data and a reduction in risk appetite for funds. On the other hand, a combination of policy measures and the accelerated issuance of special bonds is expected to gently pull the economy towards recovery. Therefore, the current Hong Kong stock market is in a volatile pattern, and short-term fluctuations are difficult to escape. Attention can be paid to high-dividend, policy-supported, and internet plus-related leading sectors with comparative advantages. In the U.S. stock market, the PE and market cap levels have reached historical highs, and there are concerns that future performance growth will not support the existing valuations. If the growth rate slows down, there will be significant pressure on the secondary market.
Hong Kong stocks movement | Kingdee Int'l (00268) rose more than 5%. Recently launched AI-native mobile application Cangqiong APP and opened a datacenter in Singapore.
Kingdee Int'l (00268) rose over 5%, as of the time of writing, up 5.02%, at 9 Hong Kong dollars, with a trading volume of 83.7844 million Hong Kong dollars.
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[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.
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