Zhongxin Jingwei, January 10 On the morning of the 10th, Hong Kong stocks rose and fell. As of midday, the Hang Seng Index fell 042% at 16122At 67 points, the Hang Seng China Enterprises Index fell 030% at 5433At 35 points, the Hang Seng Tech Index fell 043% at 343969 points.
Screenshot of wind.
On the disk, the industry sector fell more and rose less, and the insurance, food and major supplies, automobiles, transportation, software and other sectors fell first;Only sectors such as pharmaceuticals, consumer durables, and business and professional services were in the red.
In terms of concept stocks, CRO, anti-tumor, innovative drugs, liquor, biomedicine, etc. led the gainsSecurity monitoring, intelligent buildings, port transportation, financial IC, sapphire and other companies led the decline.
In terms of popularity, Li Auto fell 198%, Xiaomi Group fell 195%, Tencent Holdings fell 120%, Alibaba fell 050%, CNOOC fell 030%；Innovent Biologics rose 448%, Akeso Biotech rose 288%, Oriental Selection rose 203%, Meituan rose 050%。
Songdu service fell hard 3396%, yesterday (January 9) soared 5821%。On the news side, Songdu Service announced that on January 5, Songdu Property (an indirect wholly-owned subsidiary of the company) entered into a housing transfer contract with Guzhang Daying, and Guzhang Daying agreed to transfer the land use right of the property to Songdu Property at a total consideration of RMB 39.73 million.
Huatai ** believes that last week, Hong Kong stocks ** again, in the allocation of foreign capital outflow narrowed, southbound funds continued to net inflow, short selling funds or for the recent outflow of funds. From a structural point of view, there is a divergence between active outflows and passive inflows, similar to the end of October 2022.
From the perspective of allocation, Huatai ** said that the cost performance of high-dividend assets in Hong Kong stocks is still high: 1) The dividend yield of the high-dividend index of Hong Kong stocks is still at the level of more than 90% since 2013, and the absolute value is high;2) From the perspective of AH cost performance, the scissors spread between Hong Kong stocks and A-shares is at a high level of more than 90%, but its stock price ratio is only at the historical level of 3%, and the investment cost performance is still high.
Subdivided into industries, Huatai ** suggests that there are convergence opportunities for AH premiums, domestic capital inflows, and the intersection of economic rebound - banks, capital goods, and public utilities, and additional attention can also be paid to the best opportunities after the release of short selling pressure. (Zhongxin Jingwei app).
The views in this article are for reference only and do not constitute investment advice. )
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