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In November, the MLF volume continued to shrink. Previously, the 500 billion buy-back reverse repurchase has released medium-term liquidity ahead of schedule. The industry expects the reserve requirement ratio cut to be implemented faster.
①The funding operation mode of shortening and lengthening funds continues. On the one hand, the central bank continues to reduce the MLF operations volume, reduce the existing stock to mitigate its impact on the liquidity market. On the other hand, short-term funds continue to be net injected to hedge against cross-month fund pressure, strengthening the guiding position of reverse repurchase agreements on market interest rates. ②Local government bonds are centrally supplied, and the MLF is likely to see a quicker implementation under the reduced volume environment.
Goldman Sachs A-shares 2025 Heavyweight Strategy Outlook: Domestic funds will grasp pricing power! Overweight A-shares before H, industry focus on consumer stocks!
Goldman Sachs believes that compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment capital flows. The first quarter of next year will be a better time to allocate to Hong Kong stocks. In terms of sectors, analysts recommend that investors pay attention to themes such as consumer, emerging markets exporters, specific new technologies, and shareholder return strategies.
Hang Seng Index's "big change" in December: Pop Mart, Kuaishou expected to be included, will the constituent stocks return to 100?
Currently, the Hang Seng Index in Hong Kong includes 82 stocks, with the ultimate goal of expanding the number of constituent stocks to 100. Analysis suggests that the medical care industry is still the least represented industry in the Hang Seng Index, while consumer staples, discretionary items, real estate, and construction may receive higher weights in the review in the fourth quarter of this year.
Hong Kong stock morning report on November 22: Zhu Hexin stated that the interconnection between the mainland and Hong Kong markets will continue to deepen. Alibaba integrates domestic and foreign e-commerce to establish an e-commerce business group.
① Zhu He Xin stated that the interconnectivity between the mainland and Hong Kong markets will continue to be deepened. ② The navy's hainan and changsha ships formed a fleet to visit Hong Kong for five days. ③ Alibaba has integrated domestic and international e-commerce to establish an e-commerce business group. ④ Baidu disclosed that the monthly active users of its document library AI feature have increased by over 300% year-on-year.
Zhitong Hong Kong stocks early knowledge | Hua Hong (01347) received a 40nm MCU order from stmicroelectronics. The hang seng index company today announced the results of the third quarter review.
On November 21st, europe chip giant stmicroelectronics (STM.US) held an investor day event in Paris, France on Wednesday local time, announcing a cooperation with the second largest wafer foundry in china to produce 40nm node microcontrollers (MCUs) in china, in support of its long-term revenue goals.
"Post-85s" take control of Alibaba again.
Army group operations.
