Investment secrets for the second half of the year in Hong Kong stocks are here! Institutions are optimistic about the Hang Seng Index and may push it to 20,000 points, with these sectors being popular.
In terms of the market, Guosen Securities gives a strong expectation with an upper limit of 21,500 points; regarding sectors, institutions are bullish on high dividend assets and internet plus-related sectors, as well as some institutions being optimistic about mainland real estate shares as well.
During the summer vacation, Dai Chang and Da Zuo put on a big show together! Mihoyo's new work has gained an advantage.
Following Genshin Impact and Honkai Impact, miHoYo's self-made game Juequ Zero was launched in public beta this morning. During the pre-download period, the game ranked first on the App Store's free game list in over 138 countries and regions. Tencent, NetEase, 37 Interactive Entertainment Network Technology Group, Kingnet Network, and others are all expected to release new games, and the summer game market is fiercely competitive. Institutional analysts believe that the release of heavy new games is expected to drive revenue growth in the large-cap market.
US stocks closing | S&P, Nasdaq hit new highs again! Tesla rose nearly 35% in seven days, and Nvidia rose more than 4.5% overnight.
S&P has reached a new high for two consecutive days, NASDAQ has reached a new high for three consecutive days, and Dow's intraday decline has significantly narrowed. Google, Apple, Microsoft, Taiwan Semiconductor in the US stock market have all reached new highs. Tesla has risen by 35% in seven days, and the chip stock index has risen by nearly 2%.
Express News | Ishares China Large Cap ETF up 1.5%, Kraneshares CSI China Internet ETF Gains 2.5%
Express News | Li Auto Climbs 4.7%, JD.com Adds 1.8%, NIO up 4.5%, Xpeng Rises 3.3%
Express News | PDD Holdings up 1.5%, NetEase Gains 2%, Baidu Rises 2.2%
Express News | U.S.-Listed Shares of Chinese Firms Rise Tracking Hong Kong Shares Surge
US Stock Market Outlook | Unexpected Slump! US 'Small Non-Farms' Reach Four-Month Low; Federal Reserve Meeting Minutes to be Released Tonight, US Stock Market will Close Early Due to the Holiday.
"Fed Pronouncements": Powell talks about progress in inflation, bringing rate cuts back into view; did the market become conservative? Strategist: The Fed is expected to cut interest rates three times this year! Growth tech stocks fluctuate before the market, Tesla rises nearly 2%, while Microsoft, Apple, and Nvidia fall slightly.
Ling Bang (02230.HK) plans to establish YouTube channels in Indonesia and India this year.
Since the launch of its Ani-One YouTube channel, Medialink Group (02230.HK) has successively added sub-channels for Thailand, Vietnam and the Philippines. Currently, there are 5 channels on the YouTube platform with a total of 6 million subscribers, including tens of thousands of paying subscribers. Zhao Xiaoyan, Chairman of the Board of Directors and CEO of the group, revealed that a new channel for India will be added this month, and there are plans to launch a channel for India within the year, expanding the distribution of exclusive content to more markets. Medialink also launched two domestic animation channels, "Anime Club" and "Ani-Mi Asi", on YouTube last year.
Hang Seng Index rose 209 points in half a day, supported by technology stocks while the property and automobile sectors performed well.
Federal Reserve Chairman Powell said progress has been made in combating inflation, but greater confidence in sustainable return to the 2% inflation target is needed before reducing interest rates. The overnight S&P and Nasdaq set new highs, and the Dow also rose 162 points to close at 39,331.
During the day, the Hong Kong stock market's three major indices fluctuated in range, mainland real estate stocks strengthened, and Yuexiu Property rose more than 6%.
Hang Seng Index rose by 0.33%, K-Tech Index rose by 0.56%, and Sinopec Index rose by 0.26%; petroleum stocks rose, Kunlun Energy rose nearly 4%; SenseTime rose more than 14%, and the "RiRiXin" 5.5 model is about to be released.
The improvement of Hong Kong stock market liquidity has shown initial results, and the new stock market is also becoming more active. What other new measures will follow?
Last year, due to multiple factors such as interest rate hike by the Federal Reserve and slower-than-expected economic growth in the mainland, Hong Kong stocks faced pressures such as low valuation, insufficient liquidity, and difficulty in financing. Currently, a series of improvement measures launched by the Hong Kong Exchange have shown initial results.
US stocks close | S&P and Nasdaq hit new closing highs, Amazon, Apple, and Microsoft hit new highs again, and Tesla surged more than 10%.
Chinese concept stocks index rebounds and breaks away from its 5-month low, with alibaba, nio inc, li auto inc rising about 2%.
US Stock Market Preview | Powell's speech tonight is heart-wrenching; Q2 deliveries are higher than expected, Tesla's pre-market rises more than 4%.
It is recommended to take profits! Morgan Stanley: It's time to unwind short positions in US bonds; the US chip industry faces a labor shortage, and the Biden administration is investing heavily to address it; Maersk CEO: the interruption of Red Sea shipping will continue until the third quarter of this year; Tesla's Chinese deliveries in June decreased by 24% year-on-year, and its global production for the second quarter will be announced later.
Express News | Did Shanghai borrow 10 billion yuan from Buddha? Authoritative department responds.
A quick look at the market: Hong Kong's three major indexes rose and then fell, electric vehicle stocks were strong, and Li Auto Inc rose more than 7%.
The Hang Seng Index rose 1.04%, the Technology Index rose 0.57%, and the National Index rose 1.33%; Mainland insurance companies rose across the board, with New China Life Insurance up more than 6%; Mainland real estate stocks rose, with Longfor Group up more than 7%; Yuanxu Technology's first day of listing broke, currently down more than 36%.
Bocom Intl: Bullish on internet plus-related sector performance/buyback supporting stock price, focusing on Netease-S (09999) in July.
Bocom Intl has given a leading rating to the mainland internet plus-related industry.
Perspective | Hong Kong stocks respond to low volatility and low trading activity.
Pay attention to sectors with higher dividend yields, such as utilities, energy, finance, telecommunications, as well as technology industry sectors represented by semiconductors and internet plus-related.
Opinion | Hong Kong stocks are a "scarce" asset in the current environment, with support near 18,000 points for the Hang Seng Index.
Zhongjin pointed out that assets that can provide "liquid money" are becoming increasingly scarce, and companies with abundant and stable free cash flow are becoming more and more attractive.
US Stock Market Outlook: Three major futures indexes are slightly up before opening. Powell's heavyweight non-farm data will be released this week; Goldman Sachs warns that hedge funds are selling and shorting US stocks at the fastest pace in two years.
70 percent of the public question Biden's ability, but core members within the Democratic Party still support him: Biden should not withdraw from the race. Morgan Stanley says Trump's prospects have boosted yields on U.S. bonds, and the steepening yield curve makes trade more attractive. Tesla is about to announce Q2 delivery data and is expected to show a consecutive decline for the second quarter.