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BONJOUR HOLD: Second Interim Report 2024
Brokerage morning meeting highlights: Consumer inclination is expected to rise, selecting four major investment lines.
In today's Brokerage morning meeting, HTSC stated that Consumer preferences are expected to rise, favoring four major investment lines; China International Capital Corporation believes that AI Agents may reshape the Internet ecosystem by taking over mobile phones; China Securities Co.,Ltd. proposed to focus on the implementation and technological breakthroughs of AI models in the eyewear sector.
Bonjour Holdings Limited's (HKG:653) Popularity With Investors Under Threat As Stock Sinks 26%
Nielsen IQ: In January, China's fast-moving consumer goods market grew by 8.3% year-on-year, with alcoholic beverages, Personal Care, and beverages leading the way.
In January of this year, compared to the same period last year, driven by a strong boost from the Spring Festival, the fast-moving consumer goods sector achieved a significant growth of 8.3% across all channels, with offline channels steadily growing by 5.4%, while online channels were even stronger, reaching a growth rate of 12.5%.
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.
The market rebound has opened a new pattern, with Consumer finance taking turns to make efforts, and Technology stocks may face a restorative opportunity.
Last Friday, the market saw a significant rebound in trading volume, with the Shanghai Composite Index climbing back above 3400 points. After experiencing violent fluctuations in the middle of last week, the market again showed signs of breaking upwards. Although this does not mean that a new round of index-driven market movements will immediately begin, it fundamentally alleviates the concerns over the previous breakdowns, and the subsequent view should still be focused on a structure of oscillation upwards.