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.Xpeng Motors: Tucki P7+ completed the formal delivery of 10,000 Tucki P7+ sets within four weeks after listing.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.
Market news: Japan is considering levying a 4% corporate tax surcharge for national defense expenditure.Beijing Stock Option Pioneer Venture Capital Fund was registered and established with a capital contribution of 100 million yuan. According to Tianyancha App, recently, the Stock Option Pioneer Venture Capital Fund (Limited Partnership) was established. The executive partner is Beijing Zhongguancun Capital Fund Management Co., Ltd., with a capital contribution of 100 million yuan. Its business scope is venture capital, and private equity funds are engaged in equity investment, investment management, asset management and other activities. According to the partner information, the fund is jointly funded by Beiyin Wealth Management Co., Ltd., Beijing Zhongguancun Capital Fund Management Co., Ltd. and Beijing Harmony Jiarui Investment Management Co., Ltd.A court in Hong Kong dismissed the liquidation case against Territorial Holdings, and a court in Hong Kong dismissed the liquidation case after the petition against Territorial Holdings, a real estate developer in China, was revoked. Our headquarters finance group withdrew the petition, and the debts and expenses have been settled. The liquidation petition was filed in September, involving an outstanding sum of HK$ 275,633.29. (Interface News)
The concept of humanoid robot is active again and again. Wuzhou New Year, Hanyu Group have daily limit, while the concept of humanoid robot is active again and again. Wuzhou New Year, Hanyu Group, Astar, Fenda Technology have daily limit, and Keli Sensing and Tianyue Mathematics have followed up.Li Pengxin, the former deputy secretary of the Party Committee of Xinjiang Uygur Autonomous Region, was prosecuted. It was learned from the Supreme People's Procuratorate today (11th) that the case of Li Pengxin, the former deputy secretary of the Party Committee of Xinjiang Uygur Autonomous Region, was investigated by the National Supervisory Commission (NSC), and was appointed by the Supreme People's Procuratorate to be examined and prosecuted by the People's Procuratorate of Baoji City, Shaanxi Province. Recently, the Baoji Municipal People's Procuratorate has filed a public prosecution with the Baoji Intermediate People's Court. (CCTV News)The number of second-hand houses in Shenzhen was the highest in a single week in more than three years. It was learned from Shenzhen Real Estate Agency Association that in the 49th week of 2024 (December 2 -8), 2,390 sets of second-hand houses (including self-service) were recorded in the city, an increase of 12.6% from the previous month. The volume of second-hand houses recorded in a single week hit a new high in the past 200 weeks. (Shenzhen Special Zone Daily)
Strategy guide
Strategy guide 12-13
Strategy guide
12-13
Strategy guide