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.
The 'longest' november 11 shopping festival-related in history has come to an end! The new platform is changing the e-commerce landscape, with the 'cat and dog' battle turning into cooperation.
①In 2024, the november 11 shopping festival-related promotion ended, and the Tmall gala was discontinued. jd.com and Tmall have shifted from competition to cooperation, and the new platform is changing the e-commerce landscape. ②Since the birth of november 11 shopping festival, it has driven the development of digitization, cloud computing, logistics, etc., and is also the 'best exam room' for businesses to adjust their operation strategies. ③When november 11 shopping festival-related returns to normalcy, e-commerce companies are faced with the challenge of finding the next revolutionary new model with significance.
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).
Express News | HK’s Hang Seng Index Closes Down 2.8% at 19,846.88 Points
The new policy of prepayment of medical insurance fund has been released, and the pharmaceutical sector has ushered in a sharp rise. Experts believe it may be a way for medical institutions to release funding pressure.
On the 11th, the "Notice on Prepayment of Medical Insurance Fund" was issued, requiring the unified and improved basic medical insurance fund prepayment system at the national level. Experts believe that the prepayment system can effectively alleviate the problem of pharmaceutical industry debt, accelerate the turnover of funds for pharmaceutical companies. The medical sector showed a significant upward trend today, with listed companies attributing the rise to investor sentiment.
