The Hang Seng Index fell slightly,Nayuki’s TeaOn the first day of listing, the company opened low and went low. It once fell by more than 12% during the intraday trading session, with an issue price of HK$19.8 per share.Hutchison Medicine(00013.HK) rose more than 50% on the first day of listing, with an issue price of HK$40.1 per share.
AIA(01299.HK) rose more than 1%,AIASpend 12 billion strategic investment in China PostInsurance。
Yuan Huaming, general manager of Huahui Chuangfu Investment, said that the impact of several major risk factors that suppress the Hong Kong stock market is weakening at the margin, and the valuation of Hong Kong stocks is also attractive. In the absence of unexpected negative effects, the short-term Hong Kong stock market may go up along with A shares. Sex is still relatively big. In addition, the resonance of the Hong Kong stock style and the A-share style is becoming more and more obvious, and the two hot directions of the A-share market, such as technological growth and consumption upgrading, are expected to perform relatively prominently in the Hong Kong stock market.
Zhou Yi, a researcher at Rongshu Investment, believes that the Hong Kong stock market fluctuated higher last week, and global liquidity will not change in the short term. The revaluation of the Hong Kong stock market in a relatively low value is expected to continue. Optimistic about the technology network and pharmaceutical companies in Hong Kong stocks. Large technology companies have been under continuous supervision in the past six months, and the valuations of large Hong Kong stocks and Internet stocks are at a reasonable level, which is underestimated compared with the global market. From a global perspective, the monopoly investigations of large technology companies are relatively moderate. The competitiveness of these leading companies will not be significantly weakened, and the future growth is still certain. At present, my country’s pharmaceutical companies are accelerating their development, and my country’s aging population also determines the rigidity of their demand growth. Hong Kong stock traditional Chinese medicine companies still have long-term investment value.
Private equity row netfundManager Hu Bo believes that the future Hong Kong stock market will still be affected by domestic and overseas funds. Therefore, the trend of the Hong Kong stock market will be relatively weak compared to the A-share market and the U.S. stock market. Therefore, the overall trend of the Hong Kong stock market is still weak. In addition, from the perspective of valuation, the scarce assets and core assets in Hong Kong stocks have strong attractiveness due to their cheap valuations. From the perspective of asset allocation, Hong Kong stocks are worthy of key allocation.
CICCIt is believed that although the performance of the Hong Kong stock market index may still be relatively flat, the structural attractiveness is already available, and the focus is on the new economy-related sectors.It is recommended to pay attention to the new economy related fields that represent the trend of industrial upgrading and consumption upgrading, including interconnectionNetDragonHead, technology hardware, medicine, etc. In addition, some sectors that benefit from the gradual improvement in global demand can also be moderately paid attention to.
(Article Source:Oriental wealthResearch center)
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