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Brokerage morning meeting highlights: Consumer inclination is expected to rise, selecting four major investment lines.
In today's Brokerage morning meeting, HTSC stated that Consumer preferences are expected to rise, favoring four major investment lines; China International Capital Corporation believes that AI Agents may reshape the Internet ecosystem by taking over mobile phones; China Securities Co.,Ltd. proposed to focus on the implementation and technological breakthroughs of AI models in the eyewear sector.
Hong Kong Stock Midday Review | The three major indices slightly dipped, with the Tech Index falling by 0.21%; Nonferrous Metals stocks and Home Appliances stocks performed well, with CMOC Group Limited and TCL ELECTRONICS rising over 9%.
The Network Technology stocks showed mixed performance, with KUAISHOU-W down 3.20% and MEITUAN-W down 2.98%. The Golden Industrial Concept stocks generally rose, with Zijin Mining Group up 4.86% and TONGGUAN GOLD down 3.70%. Many Building Materials stocks declined, with CONCH CEMENT down 4.03% and CR BLDG MAT TEC down 2.15%.
Sasa Polyester Sanayi Downgraded to 'B-' by Fitch Ratings, Outlook Stable
Nielsen IQ: In January, China's fast-moving consumer goods market grew by 8.3% year-on-year, with alcoholic beverages, Personal Care, and beverages leading the way.
In January of this year, compared to the same period last year, driven by a strong boost from the Spring Festival, the fast-moving consumer goods sector achieved a significant growth of 8.3% across all channels, with offline channels steadily growing by 5.4%, while online channels were even stronger, reaching a growth rate of 12.5%.
How to grasp the main line in a volatile market? Technology and Consumer dual-driven may be key.
Yesterday, the market fluctuated throughout the day, with a single-day transaction volume shrinking by over 200 billion. After experiencing last Friday's significant rise in volume, the Index's decline in volume and retracement is also reasonable, and the subsequent view will still lean towards a fluctuating upward structure.
The market rebound has opened a new pattern, with Consumer finance taking turns to make efforts, and Technology stocks may face a restorative opportunity.
Last Friday, the market saw a significant rebound in trading volume, with the Shanghai Composite Index climbing back above 3400 points. After experiencing violent fluctuations in the middle of last week, the market again showed signs of breaking upwards. Although this does not mean that a new round of index-driven market movements will immediately begin, it fundamentally alleviates the concerns over the previous breakdowns, and the subsequent view should still be focused on a structure of oscillation upwards.