Guotai Junan expects Hong Kong stocks to fluctuate upward in an N-shaped pattern next year to explore domestic demand and improve investment opportunities. Chen Ximiao, chief analyst of Guotai Junan's overseas strategy, said that looking forward to 2025, the disturbance factors in the Hong Kong stock market from the external environment will continue, and the pace of interest rate cuts by the Federal Reserve under overseas inflation, policy restrictions in areas such as strong US dollar and tariffs, and game friction among big countries will continue. However, the domestic policy thinking is clear, economic expectations are expected to stabilize under the financial impetus, and the profitability of molecular enterprises will improve, and the industrial chain will be able to cope with it. She said that in 2025, the sensitivity of the Hong Kong stock market to external shocks is expected to decline, and more attention should be paid to returning to its own logic. For the trend of Hong Kong stocks in 2025, it is expected to be dominated by the upward pattern of N-shaped shocks, and there are many opportunities for flexibility during the stage. In 2025, we should still actively look for the structure, and focus on the barbell strategy to shift the weight of the two ends. We need to pay more attention to the configuration rhythm and pay attention to the repair opportunities of some domestic products.Low-priced stocks were active repeatedly, and Mei Yan walked out of four boards in five days. In addition, more than 20 constituent stocks such as Pingtan Development, Smart Agriculture, Jin Zhengda, Zhongnan, Xiamen Industrial Co., Ltd. and Yabo Co., Ltd. had daily limit.
The net outflow of the main market exceeded 10 billion.The opening rate of Maotai in 1935 increased, and today's wholesale reference price rose slightly. The latest wholesale reference price disclosed by today's wine price shows that on December 11th, Maotai reported 690 yuan/bottle in 1935, and Han sauce (Pu) reported 295 yuan/bottle, which were higher than the previous day by 5 yuan; In 24 years, the original box and bulk bottle of Feitian Maotai were reported at 2270 yuan/bottle and 2215 yuan/bottle respectively, which was the same as the previous day.The fire spread in Southern California, USA, with more than 53,000 users losing power. The bush fire near downtown Malibu, Southern California, USA is still spreading. As of the evening of the 10th EST, the fire area has expanded to 10.98 square kilometers, and there are more than 53,000 users losing power in California. The director of the Los Angeles County Fire Department said at the news conference on the same day that the fire has not yet been controlled and a small number of houses were burned, but no casualties were caused. (CCTV News)
Fosun's tourism culture premium is about 95%. Privatization resumed on December 11, and Fosun's tourism culture (01992) was announced. The company's shares resumed trading at 9: 00 am on December 11, 2024. Fosun's tourism culture plan was privatized by agreement and its listing status was revoked. The board of directors proposed to buy back shares at a price of HK$ 7.80 per share, which was 95% higher than the closing price before suspension.Yao Anna became the brand ambassador of Baique Ling, and Baique Ling officially announced Yao Anna as the brand ambassador on December 11th.I SQUARED CAPITAL is reported to have started due diligence on Hong Kong Broadband.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide