03032 Hang Seng TECH Index ETF
- 4.390
- -0.006-0.14%
Hong Kong stocks morning report on December 5: Most china concept stocks fell, Meitu cleared its crypto profits of about 0.571 billion yuan.
The latest Beige Book survey from the Federal Reserve shows a slight increase in economic activity in November. Federal Reserve Chairman Powell stated that the Fed can remain cautious when looking for the neutral interest rate. President Trump selected digital assets advocate Paul Atkins to be the chairman of the U.S. Securities and Exchange Commission, causing a surge in cryptocurrencies and related stocks. The three major U.S. stock indexes hit record highs on Wednesday, while most popular China concept stocks fell.
The Tencent version of 'Sora' joins the text-to-video battlefield.
Still in the exploration phase.
Selected announcement | SenseTime completes organizational restructuring, focusing on core businesses such as generative AI; zijin mining group completes delivery of the Peru gold mine project.
In the first 11 months, yuexiu property had a cumulative contract sales of 101.02 billion yuan, a year-on-year decrease of approximately 24%; Fangzhou Jianke was included in the hang seng hong kong-listed biotech index constituent stocks.
0.5 billion "Aesthetic Culture" ignites the millet economy: saving offline business districts and supporting a trillion yuan market | Frontline
① Relevant data shows that in recent years, the number of pan-2D users in china has rapidly grown, and it is expected that by 2026, this number will further increase to 0.52 billion people. ② In recent years, many traditional retail locations have been poorly managed and have actively aligned with the consumption preferences of young people, introducing a large number of trendy toys and related merchandise. ③ The core of the guzi economy revolves around developing commodities that satisfy the emotional value of consumers based on intellectual property.
haitong sec: Future policy efforts may drive fundamental improvement Hong Kong stocks have significant upside potential.
haitong sec believes that the current Hong Kong stock market is already in a high cost-effective range, and future domestic policy efforts may drive improvements in fundamentals, providing significant upside potential for Hong Kong stocks.
Hong Kong stocks morning report on December 4: The situation in south korea causes a huge shock in asset prices, while the trends of china concept stocks show divergence.
① South Korea's President Yoon Suk-yeol suddenly launched an emergency martial law, but Congress resisted and voted to reject it. ② The USA's labor market shows subtle changes: the number of job vacancies rebounds. ③ The number of CEOs leaving their positions in the USA this year has reached a record high. ④ Yen arbitrage trading is thriving, and the Bank of Japan is reaching for the "interest rate knife." ⑤ The three major US stock indexes had mixed results, with the Nasdaq and the S&P 500 index continuing to set new closing highs, while the trend of china concept stocks showed divergence.
Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
1688 has actually embarked on the road of OEM.
New exploration.
Xiaomi Group's senior management has changed again! The general manager of new retail, Ma Ji, has resigned.
① Ma Ji has been removed from the senior page of the Xiaomi Group official website; ② Xiaomi Group has undergone three senior management changes this year.
At the end of the year, the "sales boost battle" in the car market has begun: multiple car companies have updated the December car purchase benefits, with BYD's terminal prices showing a slight loosening.
BYD has launched various popular car models with different levels of discount policies in December. leapmotor, which has already completed its annual sales target ahead of schedule, updated the car purchase benefits for December on December 2nd.
Semiconductor companies respond to the new round of export controls by the usa: overall impact is manageable, and the supply chain has been basically localized.
① In response to the new round of entity lists released by the usa, several A-share listed companies stated today that the expected impact is limited; ② Industry insiders analyzed that this round of sanctions has extended to the components sector, with a very fine granularity, requiring domestic semiconductor companies to focus on the security of the domestic supply chain; ③ Industry insiders stated that past cases have proven that the impact of the entity list on relevant companies will decrease marginally, and there is no need to panic excessively.
Are Wall Street traders starting to layout A-shares? Unusual bullish bid in the options market for two consecutive days.
① On Monday, over 0.2 million call options for Direxion Daily CSI 300 China A Share Bull 2X Shares (CHAU) were bought; ② The options trading volume of this etf is usually quite low, with daily transactions often only in the hundreds to thousands. Therefore, the sudden emergence of 0.2 million single-day options large trades is extremely rare.
Unreasonable suppression! The Biden administration announced the latest semiconductor export restrictions to China. How will this affect various aspects?
1. The usa Biden administration has issued new controls on semiconductor exports to china, with over one hundred chinese entities being included in the 'entity list'; 2. The U.S. Department of Commerce has also introduced 'long-arm jurisdiction,' restricting third-party countries from providing products containing U.S. technology or chips to Chinese companies listed on the entity list, but the Netherlands, japan, and over 30 other countries are exempted; 3. The Chinese Ministry of Commerce and Ministry of Foreign Affairs respond: China will take necessary measures to resolutely defend its legitimate rights and interests.
Hong Kong stock market morning report on December 3: The NASDAQ and S&P in the US set new highs again. China Resources consortium acquired a land plot for 18.5 billion yuan.
① The manufacturing index from the usa Supply Management Association rose by 1.9 points, with most categories in the index showing improvement. ② The French Prime Minister announced a bypass of parliament to forcibly pass the budget bill. ③ Federal Reserve Governor Waller expressed a tendency to lower interest rates again in December. ④ The usa Department of Commerce released new export control measures on semiconductors to China, and the Department responded. ⑤ The usa stock market's Nasdaq and s&p 500 index both reached new historical highs.
Nasdaq, S&P hit new highs, French stock and bond yields fluctuate and rise, Euro once fell more than 1%, Dollar rose.
On the first trading day of December, Cyber Monday shopping amounts will break records, with the Nasdaq and Chinese concept stocks rising about 1%, and the chip index leading with a 2.6% increase, while the Dow fell from its peak. Tesla soared over 4% during the day, intel rose nearly 6% before turning negative, super micro computer surged nearly 29%, and Xpeng autos climbed over 5%, but Li Auto dropped nearly 4%. The French government faces a vote of no confidence, causing French stocks to briefly fall over 1%, and the spread between French and German government bond yields approached the widest in twelve years. US henry hub natural gas fell over 4%, the indian rupee hit a new low, and the offshore yuan dropped over 400 points, falling below 7.29 yuan.
Alibaba's $71M Bet On Ably Corp Turns It Into South Korea's First Unicorn of 2024
Hong Kong Shares Rise 0.3% Amid Mixed China PMI Data -- Market Talk
November electric vehicle delivery report: BYD's electric vehicle sales exceeded 0.5 million, Xiaopeng broke through 0.03 million for the first time, and Chongqing Sokon Industry Group Stock saw a year-on-year sales growth of 54.58%.
Last month, the delivery volume of the Xiaomi SU7 continued to exceed 20,000 units, and Xiaomi expressed confidence in achieving the new delivery target of over 130,000 units for the year.
Hong Kong stock market morning report on December 2: Funds have inflowed into U.S. stock funds for four consecutive weeks; electric vehicle companies' sales for November have been released.
①President-elect Trump met with Canadian Prime Minister Trudeau. ②The USA plans to impose tariffs of up to 271% on imported cecep solar energy from four Southeast Asian countries. ③Last Friday, the three major stock indexes in the USA collectively rose, with most china concept stocks trending higher. ④USA stocks fund attracted 12.78 billion US dollars, receiving inflows for the fourth consecutive week. ⑤BYD, XPeng Motors, and NIO released their November sales figures.
Hefei issued 44 million yuan in consumer vouchers and Ideal launched a zero-interest financial plan. Local governments and car companies are competing for the year-end "consumption wave".
① On November 29, according to the Hefei Municipal Bureau of Commerce, from November 29 to December 8, 2024, new consumer vouchers for autos will be issued in Hefei, totaling 44 million yuan. ② On the same day, Li Auto announced a limited-time 0% interest policy until the end of the year. From now until December 31, users purchasing the Li L-series and Li MEGA can enjoy a minimum down payment financing plan with 0% interest for 3 years.