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New themes are gradually emerging as market styles shift between high and low, but the strength of the Technology mainline's recovery remains crucial.
Yesterday, the market continued to adjust, and all three major Indexes fell, returning to a consolidation structure in the short term.
Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
Daily Bull and Bear | The Hang Seng Index futures slightly rose, with the latest bull-bear street position ratio at 60:40; Tencent's earnings report is coming next week! 39 million Hong Kong dollars have been invested to establish good positions.
As of the market close, the total market turnover was 233.833 billion Hong Kong dollars, with a total turnover of all warrants and callable bull/bear contracts at 21.919 billion Hong Kong dollars, accounting for 9.4% of the total market turnover, of which the proportion of good positions was 6.2% and the proportion of short positions was 3.2%. There was a net inflow of 0.167 billion Hong Kong dollars into all warrants.
Intel reached its largest increase since March 2020! The company welcomed "the CEO who understands the Chinese Semiconductors market the best."
① Intel announced the appointment of Chen Liwu as the new CEO of the company. This appointment officially takes effect from March 18. Thus, the CEO positions of the four major semiconductor giants in the USA, including NVIDIA, AMD, Broadcom, and Intel, are all held by individuals of Chinese descent. ② In a public letter to employees, Chen Liwu stated that efforts will be made together with employees to restore Intel's status as a world-class product company.
The net Inflow of Xiaopeng Autos on the Hong Kong Stock Connect is 0.56 billion Hong Kong dollars.
The net inflow from Northbound funds to Xpeng Motors (09868.HK), Alibaba (09988.HK), and Xiaomi Group (01810.HK) reached 0.56 billion HKD, 0.419 billion HKD, and 0.275 billion HKD respectively. The net outflow from Northbound funds was from Tencent (00700.HK) and SMIC (00981.HK), reaching 29.01 million HKD and 23.97 million HKD respectively. The highest net inflow in SH->HK Connect active stocks was in China Mobile (00941.HK) with 0.646 billion HKD, while the highest net outflow was from Kuaishou-W (01024.HK) with 1.88.
Express News | Today, these individual stocks are experiencing unusual movements, with Block Orders increasing in Coal and Petroleum, and selling off Electronic stocks.