Huachuang Securities: The trading heat of Hong Kong stocks has declined. With improved liquidity environment, the market may enter a Risk on period.
Huachuang Securities released research reports stating that Hong Kong stocks still have valuation advantages compared to A shares; Trump's election victory and the domestic National People's Congress 10 trillion fiscal plan landing may signal the beginning of a Risk-on market phase, with liquidity environment expected to further improve in the next 3-6 months.
Blue chip weight generally fell, Hang Seng Index broke through and probed lower, the US dollar surged and offshore risks fermented | Hong Kong stock market benchmark
1. With the general decline in the weight of blue chips, the Hang Seng Index broke through the position and probed lower, how is the capital acceptance? 2. The soaring dollar and the offshore risk fermentation, what impact will it have on the market?
J.P. Morgan Asset Management: The average annual expected return on Chinese stocks in the next 10-15 years is 7.8%, with a buy rating.
Morgan Stanley's Chief Market Strategist for Asia-Pacific, Jonathan Garner, stated that the bank's average annual expected return on China stocks for the next 10-15 years is 7.8% (in US dollars).
Selected Announcement | leapmotor Q3 revenue increased by 74.3% year-on-year to 9.86 billion yuan; q tech October camera module sales increased by over 10%
① china life insurance's original premium income exceeded 620 billion yuan this year, what is the growth rate? ② q tech's camera module sales in October increased by over 10%, what highlights are there in other business?
Hong Kong stock market morning report on November 12: US stocks closed higher, with most China concept stocks strengthening. Hong Kong Exchanges and Clearing will continue to optimize the Shanghai-Hong Kong Stock Connect.
① COP29 opened in Azerbaijan. ② The Hong Kong Stock Exchange stated that it will continue to optimize the Shanghai-Hong Kong Stock Connect trading mechanism and related services, continuously improve the Bond Connect and Swap Connect arrangements. ③ The three major US stock indexes collectively closed higher last night, with most China concept stocks strengthening. ④ Japan intends to introduce a ¥10 trillion support policy for semiconductors and artificial intelligence. ⑤ Bitcoin broke through $0.088 million.
The three major stock indices in Hong Kong collectively weakened, with auto retail stocks rising against the trend due to bullish news from Huawei.
How do you view the current adjustment in the Hong Kong stock market? Why do stocks related to digital currency concepts continue to strengthen? What is the reason for the rise of Hua Hong Semiconductor?
