800100 Hang Seng China Enterprises Index
- 6171.620
- -135.180-2.14%
CITIC Securities: Fund managers' resignations reach a record high, highlighting the cost-effectiveness of equity market.
Currently, the equity market still has relatively high cost-effectiveness. The core position still recommends increasing the CSI 300 index and high-quality style portfolio, and the satellite position recommends focusing on Hong Kong dividend funds and overseas theme fund managers.
Soochow Securities: The downward risk of Hong Kong stocks has a bottom, and the technology growth style may rebound.
Soochow Securities released a research report stating that the downside risk of Hong Kong stocks has bottomed out.
Zhitoon Hong Kong shares unpick | Fed's September rate cut is unsurprising, pay attention to bottom switching.
The Hong Kong stock market is highly sensitive to US inflation data, and it directly jumped and steadily rose today, closing up 2.59%.
Hang Seng Index Company: The Hang Seng Stock Connect State-Owned Enterprise Value Index has risen by more than 26% since the beginning of the year, significantly outperforming the market.
Heng Seng Index Company stated that state-owned enterprises have significantly outperformed in the Hong Kong stock market in recent years.
Tianfeng Securities: The rebound height of the short-term Hong Kong stock index may be limited, and the US stock market is expected to continue to rise.
With the significant improvement in sentiment from domestic and foreign investors, Hong Kong stocks have witnessed a notable rebound. However, further sustainability and upward potential depend on more solid fundamental data. During the period of economic recovery verification, a cautious but optimistic attitude is still maintained.
Bullish on the big transaction, causing a buzz in the market. This is probably the most important trade in the second half of the year.
Wall Street major banks have collectively spoken out, stating that the normalization of the US yield curve - where the slope becomes steeper - will be the most important trade in the second half of this year.
From "to cut or not to cut interest rates" to "who will be elected", predicting this business has become popular!
From new movie reviews to key economic data, from Federal Reserve rate cuts to US elections... Predicting markets is quietly rising.
Looming Powell Testimony, Inflation Data Stifle US Equity Futures Pre-Bell
US equity futures were little changed Monday as traders stayed on the sidelines ahead of Federal Reserve Chair Jerome Powell's congressional testimony and inflation data later in the week.
Guosen Securities: Looking at the High Dividend Rules from the Perspective of the Enterprise Life Cycle.
Under the comprehensive capital cycle, the concentration, profitability, and capital expenditure of the industry have increased as the capital cycle has moved from growth to maturity, with the dividend yield being boosted accordingly.
China Exports, Imports Growth Likely Accelerated in June, WSJ Poll Shows
0613 GMT - China's exports growth likely picked up to 7.8% on year in June from the 7.6% increase seen in May thanks to resilience in global demand, according to a poll of economists by The Wall Stree
Morgan Asset Management expects more positive factors for the Hong Kong stock market in the fourth quarter.
The Hong Kong stock market opened steadily last week, with a weekly increase of 81 points or 0.5%, and the market is waiting for the Third Plenum next week.
HTSC: What is the impact of the non-agricultural cooling on Hong Kong stocks?
Zhixin Finance learned from htsc's research report that the addition of non-farm jobs in June showed a significant weakening trend in actual employment in the United States. The average monthly increase in non-farm employment in the second quarter was 0.18 million, significantly slower than the first quarter (0.27 million per month).
Huaxi Securities: Gold is currently in a long upward cycle and if the price falls in the future, it is expected to drive central banks around the world to purchase gold again.
According to a strategy research report from Huaxi Securities, in the long term, gold is in a large upward cycle. Firstly, in recent years, the scale of US debt has been expanding at an accelerated pace, and the pressure of interest payment continues to rise. After the conflict between Russia and Ukraine, the United States imposed financial sanctions on Russia, which has impacted the credibility of the US dollar. Due to concerns about the risk of US dollar credit and US dollar assets, central banks worldwide continue to increase their gold reserves.
Optimistic prospects for interest rate cuts have led to a general increase in major overseas asset classes such as US stocks, gold, silver, and crude oil. Weekly report on major overseas assets.
After the release of non-farm data for the week of July 1-5, the US stock and bond markets rose and the US dollar came under pressure. Upon realizing the 'data detail' that the data in the first two months before non-farm was cut by 0.11 million, US bonds sharply rebounded and the yield curve became steeper.
htsc: Hong Kong stocks are still in a tug-of-war between bulls and bears, but there may be signs of stabilization in sentiment.
HTSC released a research report stating that last week, Hong Kong stocks continued to adjust, and the battle between long and short positions intensified, with foreign capital, southbound, and industrial capital continuing to struggle.
Payrolls, Constellation Earnings, U.K. Election: What to Watch This Week
By WSJ Staff This week's big event for markets will come after the July 4 holiday, when the monthly jobs report is released. Before then, traders will also be watching U.K. election results. Drinks
HTSC: Hong Kong stock fund has resilience, and sentiment may stabilize.
Last week, the Hong Kong stock market saw a rise and then a fall. The main drag on the financial aspect was the outflow of active foreign capital, but there were also positive signs.
Chinese Equity Market Shows Momentum to Return Cash to Shareholders
0910 GMT - The Chinese equity market's momentum to return cash to shareholders looks promising, Goldman Sachs analysts say in a research note. The strong policy push by regulators could further encour
Hong Kong stocks soar, technology stocks collectively explode! The heavyweight conference is underway, what other bullish news is there?
Hong Kong stocks have received multiple bullish news, with institutions being bullish about Chinese assets!
What is the market anticipating behind the surge in Hong Kong stocks?
On Wednesday, the China Securities Regulatory Commission released the 'Eight Measures for the Star Market.' Some analysts pointed out that the market expects more supportive policies to be introduced and expects bank reforms to increase shareholder returns. In addition, after the previous adjustment, Hong Kong stocks may have bottomed out, coupled with the expectation that the Federal Reserve will still cut interest rates this year, all of which provide soil for the rebound of Hong Kong stocks.