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Hong Kong Market Compass | Hang Seng Tech Index Adds Two Leading AI Giants, Reaffirming AI as the Dominant Market Theme
① The AI-driven theme has regained market leadership— which sectors are leading gains again? ② Inflation risks have triggered liquidity pressures— how are institutional investors assessing the outlook for Hong Kong equities?
Express News | PDD Holdings Falls 3.3%, JD.com Slips 2.5%
Express News | Ishares MSCI China ETF Falls 1.1%, Ishares China Large Cap ETF Down 1.2%, Kraneshares CSI China Internet ETF Down 2.2%
Express News | Alibaba Down 1.7%, Xpeng Falls 1.7%, Baidu Down 2%
BofA Securities Maintains Baidu(BIDU.US) With Buy Rating, Maintains Target Price $180
Hong Kong Market Morning Report | Fed Chair Jerome Powell sworn in today; Nio's Q1 net loss narrowed significantly year-over-year
① The swearing-in ceremony for newly appointed Federal Reserve Chair Volcker will take place at 23:00 Beijing time. ② Dimon warned that the world is entering an era of 'insufficient savings,' which could lead to a sharp rise in interest rates. ③ Several major foreign institutional investors significantly increased their holdings of China-related stocks in the first quarter. ④ The IEA Executive Director warned that the global oil market could enter a 'danger zone' this summer.
104985223 : Trump and gang won't let Chinese stock rise in their own land
二鱼五饼 : bro, be patient. 真金不怕红炉火。 China stocks will have their day