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Hong Kong stocks concept tracking | The Ministry of Industry and Information Technology issued the "Notice on Promoting the Development of Mobile Internet of Things "Everything Smart Connection"", which attracted attention to the internet of things techno
It is recommended to strengthen network planning and construction, and further increase the deployment of 5G RedCap.
Hong Kong stock concept tracking | Huawei folding screen mobile phones are popular in the market, and companies in the folding screen industry chain are benefiting (with concept stocks).
IDC: It is expected that the shipment volume of foldable screen smartphones in China will be around 10.68 million units in 2024, a year-on-year increase of 52.4%.
Counterpoint: The global smart phone market saw a 6% year-on-year increase in sales in the second quarter of 2024, the highest year-on-year growth rate in three years.
Counterpoint released the Q2 2024 regional market smart phone data report.
Hong Kong stock concept tracking | In August, China's new energy vehicle sales increased by 30% year-on-year, institutions are bullish on the stronger performance realization of enterprises (with concept stocks)
The "trade-in" policy has helped greatly increase the sales of new energy autos.
[Special VIP] Guo Jiayao: The market still lacks speculation hotspots and investors lack confidence in the future.
Jingu News | The US stock market fluctuated and stabilized on Tuesday. The market is concerned about the performance of the US presidential candidates in the debate. Investment banks expect short-term pressure on US stocks, which will affect market sentiment. The closing prices of the three major indexes rose or fell differently. The US dollar is performing well, and the yield on the US ten-year bond has fallen to 3.64 basis points. The price of gold is performing well, while oil prices are under significant pressure. Hong Kong stocks are expected to be slightly soft, with the market expected to open low following external trends. The mainland stock market performed well yesterday, with the Shanghai Composite Index opening low and rising. The closing price increased by 0.3%, and the trading volume in the Shanghai and Shenzhen stock markets increased slightly. After consecutive days of decline, Hong Kong stocks finally stabilized, but the rebound was not strong, and overall trading remained active.
China Securities Co., Ltd.: Auto export prosperity is expected to continue. Short-term high dividend and low valuation symbols are selected.
CSC Securities believes that, currently from the domestic consumer confidence, PMI, and fixed asset investment and other macro indicators perspectives, the domestic auto demand may not have generated an upward turning point temporarily; while from the perspective of industrial comparative advantages and enterprise export layout, the export prosperity is expected to continue.
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