The mainland announced the “new ten measures” for epidemic prevention. Hong Kong stocks fell for the first time on the first day, and the next day the Hong Kong government followed the epidemic to speculate again. The Hang Seng index has again exceeded 19,000 points. of the commodities have not been able to do this for the time being. With the chase of capital, business stocks such as hotels and real estate development stocks have begun to be sought after.
The performance of Hong Kong stocks fluctuated markedly in the fourth quarter: the Hang Seng index fell rapidly after exceeding 20,000 points in October. However, the market rebound in November is just as exciting, so unless you dare to chase higher, you won’t be able to get in the car. It seems that the market fell more than 600 points in one day on Wednesday, but yesterday it opened 151 points higher and then gradually climbed, quickly regained the 10,000 point barrier, reaching a high of 19,521 points and finally climbed 707 points. Investors have to judge if they hesitate.
Tourism stocks are finely grained and taken for speculation
The external market is bullish and Wall Street is waiting to see next week’s interest rate meeting. From the performance of US bonds, the market mainly depends on whether the US will slow the pace of interest rate hikes . Last time big interest rate hikes speculated before the meeting, this time may not be the case. Speculators could intimidate the Fed with the threat of recession. Unless officials spread good news, the US stock market is not expected to have much momentum ahead of the meeting. In a weak external environment, Hong Kong stocks continued to speculate on the concept of customs clearance on the Mainland. After the introduction of the “New Ten Measures”, there are those who have compared the prevention and control measures of the mainland with those of the territory, who have been more relaxed, hence the news that the SAR government will ease the restrictions again in the early hours morning and consumer and retail stocks related to China and Hong Kong generally performed well. Air China (753) climbed 6% to close at 6.97 yuan; Cathay Pacific (293) climbed 4% to close at 8.5 yuan; IMAX China (1970) climbed 17% to close at 8.01 yuan; Maoyan Entertainment (1896) climbed 12% to close at 9.05 yuan; Chow Tai Fook (1929) rose 2% to close at 14.88 yuan; Haidilao (6862) climbed another 6% to close at 22.2 yuan.
Fund speculation has moved from large stocks to small stocks. Local tourism shareholder Yingyou (6882) rose 18% to close at 0.99 yuan; Professional Travel (1235) climbed 16% to close at 0.203 yuan. Christmas is approaching and many people have already packed their bags When preparing to visit the port, travel agencies also began to sell advertising, as if a professional travel agent Zhong Luoben sponsored a TV program and robbed fo. I have heard from people in the industry that after two years of harsh winters, the travel agency is still out of business. The main reason is that the number of flights is limited, but the outlook is improving. Everyone is busy advertising. The most I don’t understand is that Cathay Pacific, which received public money injections, has employees. If you want to strike right now, financial officials should intervene as soon as possible in such an event related to the economy in general, or even issue a work initiation order like South Korea to ensure that tourists travel?
Tourism stocks are speculating and there are a few reasons small grains are easy to eat. The market is up 5,000 points. Inland real estate, science and technology are stable. Other stocks recovered one after another. Yesterday, domestic insurance stocks also Ping An (2318) closed at 51.45 yuan, up nearly 5%, CPIC (966) even rose more than 8%, closing at 9.21 yuan. If the stock market and bond market improve, it will have a positive effect on the income of insurance companies, and the national insurance stocks are still lagging behind, thus attracting funds to bet.
Inside the Internet of Science and Technology in the two gallbladders of the market
As for the bull market in Shuangdanke Internet and Funormal Concept stocks, the gains are still strong. The Hang Seng Index closed at 19450 points for the day, up 635 points or 3.38%. The State Index closed at 6,666 points, up 233 points; the KCI closed at 4,270 points, up 265 points, continuing to outperform the market, with revenues of 160.6 billion yuan. Internet stocks led gains. Alibaba Health (241) soared 16% to close at 9.83 yuan, making it the best-performing blue-chip stock; Bilibili (9626) rose 22% to close at 189 yuan, making it the best-performing stock in KSI’s constituent shares. Alibaba (9988) climbed 5% to close at 89.4 yuan; Tencent (700) climbed 6% to close at 317.4 yuan; Meituan (3690) climbed 6.5% to close at 178.3 yuan; NetEase (9999) climbed 8% to close at 112.2 yuan yuan.
Macao is about to hold a press conference on the epidemic and the latest prevention and control measures. The market expects the anti-epidemic measures to be relaxed. In addition, leading bank Citigroup favored gambling stocks and raised the target prices of several stocks. Gambling stocks sold out. Wynn Macau (1128) climbed 22.4% to close at 9.51 yuan; Sands China (1928) climbed 10% to close at 25.85 yuan; MGM China (2282) climbed 13% to close at 8.48 yuan; SJM (880) was up 11%. to close at 4.62 yuan; Galaxy Entertainment (027) climbed 5.62% to close at 52.6 yuan; Melco International Development (200) climbed 16% to close at 8.92 yuan.
The Mainland says it is making good use of policies such as special “property secured” loans and private enterprise bond finance support instruments to boost lending to real estate companies. which approved three shares 5% increase, to close at 2.82 yuan; Country Garden Services (6098) rose 6.34%, to close at 21.8 yuan; CIFI (884) rose 9.92%, to close at 1.44 yuan; Rising Sun Eternal Life Services (1995) rose 6%, closing at 5.47 yuan; Longfor (960) climbed 8.5% to close at 24.9 yuan.
Jin Riku
