On March 6, the three major indexes of Hong Kong stocks collectively closed up, and the Hang Seng Index rose 17%, the state-owned enterprises index rose 198%, the Hang Seng Tech Index rose 267%。
In terms of sectors, short-term concept stocks were among the top gainersAmong them, Kuaishou-W (01024HK) performed quite strongly, up 718%。On the news side, the 2024 Kuaishou **38 Festival will officially open pre-sale in the near future. In this year's 38th Festival, Kuaishou e-commerce has comprehensively helped more users through the "Big Brand Big Supplement" policy of the core brand commodity subsidy channel launched by the platform with the theme of "Piece Selection, Low Price Every Day". Among other concept stocks, Bilibili-W (09626.)HK) rose 299%, Weimob Group (02013.)HK) rose 308%。
Some AI concept stocks have made effortsAmong them, the robot company that only came to Hong Kong to be listed at the end of last year - UBTECH (09880.HK) rose 8 following yesterdayAfter 3%, the stock price soared further today, soaring 8813 %。4Paradigm (06682., one of the AI leaders.)HK) also accelerated its upward trend after being included in the Hong Kong Stock Connect, rising again by 21 today9%, high 613 Hong Kong dollars, recorded 5 consecutive yang, the cumulative increase has exceeded 58%.
From the perspective of the industry, 2024 will be the first year of accelerated development of the humanoid robot industry, and even robot + AI may usher in an explosive situation. Everbright** believes that the current difficulty in commercialization is the core problem faced by the humanoid robot industry, and improving the level of generalization is the only way for the development of the humanoid robot industry in the future, which must rely on the progress and development of AI technology. The efforts of technology giants represented by NVIDIA in the industry will promote the further development of the humanoid robot industry.
Pharmaceutical stocks rose collectively, including pharmaceutical outsourcing concept stocks and Internet medical care were active. WuXi Biologics (02269.)HK) rose 908%, WuXi AppTec (02359.)HK) rose 433%, Gloria Ying (06821HK) rose 39%, Pharmaron (03759.)HK) rose 333%。On the news side, "innovative drugs" appeared for the first time in the work report, and this year's report mentioned that the development of innovative drugs and other industries will be accelerated, and new growth engines such as biomanufacturing will be actively created.
The price of gold hit a record high, driving the collective of **shares**. Zijin Mining (02899.)HK) rose 617%, Shandong** (01787.).HK) rose 203%, Lingbao** (03330.)HK) rose 156%, Zhaojin Mining (01818.).HK) rose 143%。Other non-ferrous metal stocks all rose, China Hongqiao (01378HK) rose 604%, Ganfeng Lithium (01772.HK) rose 163%。
Recently, supported by the expectation that the Federal Reserve will cut interest rates this year, the ** rally has been like a rainbow. In early trading on Tuesday Eastern time, spot *** once touched $2,141 an ounce, refreshing the record of $2,135 set in December last year, a record high. Despite the record gold price, market analysis shows that the real gold price, adjusted for inflation, is still well below its past peaks. Analysts widely expect the strength of gold prices to continue until at least the second half of the year.
In other aspects, wind power, photovoltaic, electricity, power equipment, etc. are in demand. Goldwind (02208.)HK) rose 783%, Xinyi Energy (03868.)HK) rose 755%, Longyuan Power (00916.).HK) rose 661%, Xinte Energy (01799.)HK) rose 653%。In addition, beer stocks, paper stocks, holiday concepts, car dealers, sporting goods stocks, etc. have also soared.
On the list of decliners, Apple's sluggish sales at the beginning of the year caused market concerns, and the stock prices of some companies related to Apple's business fell today. Gao Wei Electronics (01415.)HK) fell 522%, BYD Electronics (00285.).HK) fell 117%, AAC Technologies (02018.)HK) followed the fall.
In terms of news, according to data from research firm Counterpoint, in the first six weeks of 2024, sales of Apple's best-selling product, the iPhone, fell 24% year-on-year in China. At the same time, Tianfeng International** analyst Ming-Chi Kuo lowered his forecast for iPhone sales in 2024, reflecting the market's concerns about Apple's future sales prospects.
Roads and railways also underperformedYuexiu Transportation Infrastructure (01052.)HK) fell 742%, Chengdu Expressway (01785HK) fell 264%, Sichuan Chengdu-Chongqing Expressway (00107.).HK) fell 146%。
Author: Bottle.