Hong Kong Stock Exchange (00388): The measures in the budget will further enhance Hong Kong's attractiveness to mainland and international issuers and investors.
The Hong Kong Stock Exchange will continue to work closely with the Hong Kong Securities and Futures Commission and partners to optimize market microstructures and listing mechanisms, expand and enrich its product ecosystem, and further enhance the attractiveness of the Hong Kong market to mainland and international issuers and investors.
Is the Hong Kong stock market welcoming a long-term bull market? Institutions state that three major cycles resonate upwards.
① What is the role of foreign capital in this round of rebound in the Hong Kong stock market and what are its potential risks? ② What core factors does the long-term bull market of the Hong Kong stock rely on?
Morgan Stanley: "Animal spirits" are returning to the Chinese stock market, but currently only limited to the Technology Industry.
Morgan Stanley stated that recent technological breakthroughs, last week's private enterprise symposium, and Alibaba's robust capital expenditure investment plans are all early signs of a return of "animal spirits", but this spirit is currently limited to the technology industry.
The Hong Kong stock market is booming! The Hang Seng Index has surged nearly 3%, breaking a three-month high.
On the morning of February 21st, the Hang Seng Index and Hang Seng TECH Index opened higher and continued to rise, with the Hang Seng Index breaking through its recent three-month high around 11:30 AM.
Wall Street is "looking ahead": China's Assets have shifted from "tradable" to "investable".
According to Bank of America, DeepSeek may become an important turning point similar to Alibaba's IPO in 2014, prompting global investors to reassess the value of Chinese Assets, likely stimulating a cluster effect of XINJINGJI enterprises, forming widespread optimism for economic growth, employment, and income, thereby attracting global long-term capital back to the Chinese market.
Under the DeepSeek narrative framework, how to view the current trend of Hong Kong stocks? Multiple factors resonate, can they support a long-term bull market?
① The emergence of DeepSeek has reshaped the narrative of AI in China, bringing about a value reassessment for Chinese Technology stocks, with various factors combining to quickly revive the Hong Kong stock market; ② According to comprehensive interpretations by Institutions, the Hong Kong stock market may experience a fluctuating upward trend, likely continuing the valuation recovery and profit growth driven by multiple factors, making the mid to long-term upward potential worth looking forward to.
Daring Lu : China is the next Super power.