Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.

Track the entire lifecycle of the main Sector.

cls.cn09:21

In April, the net inflow exceeded 180 billion Hong Kong dollars! Southbound funds continue to buy Hong Kong stocks, with Technology stocks being especially favored.

On April 22, the net Inflow of mainland southbound funds through the Stock Connect into the Hong Kong stock market exceeded 21 billion Hong Kong dollars. The net Buy amount since April has exceeded 180 billion Hong Kong dollars, and the net Buy amount this year has exceeded 620 billion Hong Kong dollars, far exceeding the same period last year.

Securities TimesApr 22 20:06

Trump: We will reach an agreement with China and everyone else.

Recently, the USA has been continuously negotiating with various parties regarding tariff issues, but has not yet announced a preliminary trade agreement with any of the countries. In response, Trump stated on the 17th that the US government "is not in a hurry" to announce agreements with specific countries.

CCTV4 "Today Asia"Apr 18 22:51

The industry is hotly discussing the future trends of nuclear medicine, will Hybrid NewCo become a new model for the RDC Industry to venture abroad? | Industry Observation

① Today, the 2025 Future XDC New Drug Conference is held in Chengdu; ② Executives from companies such as Baillie Tianheng and Kelun Botai, along with numerous experts and scholars in the industry, will jointly discuss cutting-edge technologies in ADC/nuclear drug development, overseas strategies, and other Topics.

cls.cnApr 17 20:57

JPMorgan: The impact of Trump's tariffs on Chinese concept stocks in the Internet sector is limited.

① Analysts at JPMorgan believe that the impact of USA tariffs on Chinese Internet companies (excluding cross-border e-commerce) is limited, with an effect on online consumption potentially less than 0.5%; ② A report by Jinrui Fund points out that the revenue share of Chinese Internet companies in the USA market is less than 2%, primarily serving China's huge consumer market of 1.4 billion people. ③ JPMorgan expects that PDD Holdings will be the most affected by the tariffs, while Tencent and NetEase are more defensive.

cls.cnApr 17 13:38

In April, the net inflow exceeded 150 billion Hong Kong dollars! Southbound funds continue to bottom out on Hong Kong stocks, with the Technology sector becoming a key target for inflow.

Despite the Hang Seng TECH Index having corrected more than 20% from its peak on March 7, contrarian investors are accelerating their buying at lower prices. In response, leaders from multiple private equity institutions emphasized that both Hong Kong stocks and A-shares have severely oversold. What is needed now is to maintain patience, as the market always harbors opportunities amidst uncertainties, and the focus should be on the long-term value of companies.

Brokerage ChinaApr 17 07:40