**: Sina Hong Kong stocks.
On February 5, it was reported that the U.S. stock market continued to do well last Friday, and the new U.S. non-agricultural jobs were far better than expected, driving the market upward, and the three major indexes all hit record highs. The U.S. dollar moved upward, and the U.S. 10-year bond yield rose sharply to 402% level, gold prices and oil prices are under pressure. Today, the three major indexes of Hong Kong stocks opened lower, and the Hang Seng Index fell 127% at 15336At 86 points, the Hang Seng Tech Index fell 176%, and the state-owned enterprises index fell 146%。On the disk, core technology stocks generally opened lower, Meituan fell more than 3%, Alibaba, JD.com, and Xiaomi Group fell more than 2%; * Stocks fell, Zijin Mining fell nearly 3%; The real estate white list has been landed one after another, most of the domestic real estate stocks are **, and Sino-Ocean Group has risen nearly 6%; Auto stocks fell, with Xpeng falling nearly 3%.
Expert view: Zhi Yaohui, director of the research department of Bright Talent**, said that the performance of non-farm jobs in the United States in January was much better than market expectations, and the unemployment rate and hourly wage growth were also better than expected. Supported by this positive factor, the three major U.S. stock indexes made gains, among which the Dow rose 035%, while the S&P 500 and Nasdaq rose 11% and 174%。There is not much U.S. economic data this week, but there are still a number of companies including ARM and Ford Motor that will still report quarterly results.
As for A-shares, it was tossed and turned last week**. Among them, the Shanghai Composite Index was **3 on Friday4%, and the decline in the end of the market narrowed to 146%, closing at 2,730 points, down 62%；The Shenzhen Component Index fell by nearly 5% on Friday, and the decline in the tail market also narrowed, and finally **224%, closing at 8,055 points, but still fell more than 8% for the week, and the ChiNext index also fell nearly 8%.
In terms of Hong Kong stocks, the Hang Seng Index rose by more than 300 points in the early part of last Friday, reaching a high of 15,912 points, but WuXi fell sharply before noon, and the sharp decline in A-shares dragged down the performance of the broader market after the morning, and the Hang Seng Index fell by up to 130 points in the afternoon. As A-shares** recovered most of their losses, the decline of Hong Kong stocks also narrowed, and finally the Hang Seng Index closed at 15,533 points, **0.7%。For the whole week, the Hang Seng Index fell by 418 points or 26%, and the science index fell 45%。
The focus of the stock is definitely WuXi Group, and the sharp drop in its stock price last Friday may be related to investors' fears of US sanctions, but the stock price has been repeated**, which must have seriously hit investor confidence. In fact, the shares of WuXi Biologics (02269) and WuXi AppTec (02359) fell by 31% respectively on Friday7% and 324%, with a cumulative decline of 43% and 45% during the year. As the impact of these factors is still unpredictable, it may not be easy for the stock price to recover. Therefore, investors should first avoid stocks or sectors that may be affected by Sino-US relations.
In the absence of good news support in the market, coupled with the approaching Spring Festival holiday, the Hang Seng Index is expected to fall at 15,500 points for the time being.
The author does not hold any of the relevant shares.