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Guosen 2025 Annual Investment Strategy for the Electronics Industry: AI Revolutionizes Human-Machine Interaction, Asia Vets in Full Swing, the Industry Enters a Year of Valuation Expansion.
In the context of the resonance of the "macroeconomic policy cycle, industry inventory cycle, and AI innovation cycle," the electronics Industry is expected to enter a year of valuation expansion.
The Hang Seng Index fluctuates around the 20,000-point mark, and short-term new stocks are seeing a return of profit-making effects ｜ A barometer of Hong Kong stocks.
① The Hang Seng Index is fluctuating around the 20,000 point mark, what hot topics is the market focusing on? ② The return of short-term new stock profitability effects, what impact does it have?
Zhitong Hong Kong Stock Analysis | At the end of the year, funds are taking a steady route, and Douyin has launched gift red envelopes to stimulate individual stocks.
Today, the markets in both locations are lukewarm, which is generally the case at the end of the year, as there is pressure for capital recovery and issues with institutions redeploying. The Hong Kong stock market closed slightly down by 0.24%.
This year's biggest winner in the A-share market.
An increasingly obvious trend.
Southbound funds had a net Buy of over 7.3 billion Hong Kong dollars on December 30: significantly increasing positions in Semiconductor Manufacturing International Corporation and UBTECH, while there was Outflow from Meituan and Tencent.
① The southbound funds traded approximately 71.1 billion Hong Kong dollars that day; which stocks are seeing continuous inflow? ② Inflow to Semiconductor Manufacturing International Corporation exceeds 1.6 billion Hong Kong dollars; how is the stock price performing?
Northern Capital Movement | The net purchase by Northern Capital amounted to 7.351 billion, and domestic capital continues to increase holdings in high-dividend central state-owned enterprises, actively investing over 1 billion Hong Kong dollars in Yum Ch
On December 30, in the Hong Kong stock market, northbound funds had a net buying transaction of 7.351 billion HKD, among which the SH->HK Connect had a net buying of 4.814 billion HKD, and the SZ->HK Connect had a net buying of 2.537 billion HKD.
