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Capital trend statistics for the Shenzhou Tong on July 19th (T+2).
Capital trend for Smart Hong Kong Stock Connect | 19 July
Hong Kong stock concept tracking | Sony will raise the prices of electronic products by about 10% in Japan, and the consumer electronics industry chain performance trend is good. (Related concept stocks)
The higher performance requirements of AI for hardware will help drive the recovery of demand for consumer electronics products.
Hong Kong stocks move unexpectedly | Telecommunication sector rebounds in early trading. Morgan Stanley expects steady profits for the second quarter of telecom operators and reiterates its "shareholding" rating.
The telecommunication sector rebounded in early trading. As of press time, China United Network Communications (00762) rose 2.82% to HKD 7.28; China Telecom (00728) rose 2.8% to HKD 4.78; China Mobile (00941) rose 1.53% to HKD 76.15.
Telecommunication sector rebounds, China United Network Communications (00762) rises by 2.82%. MIIT promotes Beidou application pilot.
Golden Guard Financial News | Telecommunication sector rebounds, China United Network Communications (00762) up 2.82%, China Telecom (00728) up 2.58%, China Mobile (00941) up 1.84%, Hutchtel HK (00215) up 0.98%. Recently, the Ministry of Industry and Information Technology issued a notice on selecting pilot cities for Beidou scale application in the industrial and information fields. It proposed to actively carry out pilot work around the three areas of mass consumption, industrial manufacturing and integration innovation, combined with local Beidou industrial foundation, city development characteristics and construction situation, accelerate the increase of Beidou penetration rate, and promote Beidou equipment and applications towards Beidou III.
Ruiyuan Fund's second quarter report is out, with a new investment in an insurance stock.
Ruìyuǎn Fund Zhao Feng's managed product, Ruìyuǎn Balanced Value Three-Year Hold Hybrid Second Quarter Report has been released. Fu Pengbo's latest managed scale is 11.915 billion yuan, with the top ten holdings in the second quarter being: China Mobile, Tencent, Contemporary Amperex Technology, Sinocare Inc., Wanhua Chemical Group, Zhejiang Weiming Environment Protection, Sieyuan Electric, China Pacific Insurance, Meituan-W and PICC P&C. From the perspective of shareholding changes, compared with the end of the first quarter holdings, China Pacific Insurance has entered the top ten heavy stocks, and China Resources Beer has exited. Zhao Feng reduced his holdings in China Mobile in the second quarter, but China Mobile is still his largest heavy stock. Sieyuan Electric and Meituan were significantly sold, and Meituan's Hong Kong stocks were in the second quarter.
Fu Pengbo's latest heavy stock has arrived, with two new companies added.
Ruicai Fund, managed by Fu Pengbo, released the Q2 report of Ruicai Growth Value Mixed Fund. Fu Pengbo's latest management scale is 18.686 billion yuan, and the top ten holdings in the second quarter are: China Mobile, CATL, Luxshare Precision Industry, Tencent, Suzhou Maxwell Technologies, Guanghui Energy, Hangzhou Great Star Industrial, Sinocare Inc., Wanhua Chemical Group, and Hygeia Health. Compared with the end of the first quarter holdings, Great Star Industrial and Hygeia Health became his top ten heavy positions in the second quarter; Fu Pengbo increased his positions in Suzhou Maxwell Technologies, Guanghui Energy, CATL, and Sinocare Inc.; reduced positions in China Mobile, Luxshare Precision Industry, Tencent, and Wanhua Chemical Group. Fu Pengbo wrote in the Q2 report
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