On November 11, the three major indexes of Hong Kong stocks narrowed in the afternoon, and the Hang Seng Technology Index once became relatively popular, and finally closed down 0.35%.The three of them fell more than 2.5%at the beginning of the market.
On the disk, large-scale technology stocks, large financial stocks, and Chinese characters have generally fallen;Real Estate, Groups all fell more than 9%; gold stocks, catering stocks, beer stocks, aviation stocks, paper industry stocks, coal stocks, etc. declined.On the other hand, car dealers stocks rose sharply, and Zhongsheng Holdings contained the concept of "Huawei Zhichuan Car", which increased by more than 52%in two days, and suspended trading in the afternoon; domestic alternative concepts rose, semiconductor chip stocks were popular, faucet moderate -headed stemsInternational rose over 3%.
Specifically:
Inner house stocks fell across the board, Sunac China, R & F Real Estate,Yajule Group fell more than 9%. Zhongliang Holdings, Holdings Group fell more than 7%. Yuexiu Real Estate, Vanke Enterprise, Longguang Group, and Longhu Group fell.Huatai Securities believes that the underlying logic of this debt idea more reflects the "risk of the bottom of the bottom", not the "strong stimulus" idea.At present, external geopolitical risks have risen, external demand or further pressure; the market is looking forward to the next step of fiscal policy to focus more on real estate relief, expand consumer demand, and help repair the three major balance sheets of local governments, enterprises, and residents.
Paper stocks fell, rational paper, Nine Dragon paper fell more than 4%, and the morning paper fell 2.2%, sunshine paperThe industry fell 0.53%.
Gold stocks fall, Zijin Mining, China Gold International, Golden Mining, Shandong Gold fell more than 3%, Lingbao Gold fell 2.79%EssenceOn the news, by the impact of a strong US dollar, the international gold price fell nearly 2%last week, the largest single week in more than five months.
Aviation stocks fluttering the whole board, Meilan Airport fell 8.19%, China National Airlines plummeted 5.77%, China Southern Airlines shares fell 4.21%, China China, China, China, China, China, China, ChinaOriental Airlines shares fell 2.09%.
Insurance stocks have weak performance, China Life fell 4.02%, China Ping An and Xinhua Insurance fell more than 3%, China Taiping, Sunshine Insurance, AUO, AUOInsurance, China Tai Bao fell more than 2%.
Chinese-funded brokerage stocks fell, Xingzhi International fell 7.27%, Shen Wanhongyuan, CITIC Securities, Guangfa Securities fell more than 3%, Oriental Securities, Oriental Securities, CICC, CITIC Construction Investment Securities, and Guolian Securities fell.
Because the "market rescue measures" announced last week did not mention consumer stimulus measures, beer and domestic demand consumer stocks fell collectively.Helen Division fell more than 6%, China Resources Beer, Laibubu, and Tubu International fell more than 4%, and Haidilao, China trend, and fell more than 2%.
Coal stocks fell, Mongolian energy fell 9.59%, Mongolian coke coal, Nandeoben, Yancoa Australia fell more than 4%, Yanjin energy fell more than 3%, and China Coal energy fell more than 2%.
The car dealer sector is active in the trend.%, The US East Automobile rose over 12%, and the Yongda Automobile rose more than 9%.
Semiconductor sectors go up one after another, Hua Hong semiconductor rose 7.21%, crystal gate semiconductor, SMICSemiconductor rose more than 2%.On the news, in response to the recent market rumors, TSMC will suspend the news from 7nm and below the production chip production of related AI chip customers from November 11, TSMC has not directly denied it.The company responded to the reporter: "For rumors, TSMC will not comment.
Apple concept stocks are popular, rose 4.45%, BYD Electronics and Tongda Group rose more than 1%.New Olympic Energy and Chinese gas rose more than 1%.= "35N3B7SJ"> Zhongsheng Holdings once soared by more than 30%. Before the suspension of trading in the afternoon, it rose by over 21%to reach a new high in the near future.(Some also say 48) Smart Cycling Authorized.9.865 billion Hong Kong dollars, of which Hong Kong Stock Connect (Shanghai) had a net purchase of 6.071 billion Hong Kong dollars, and Hong Kong Stock Connect (deep) net purchase 3.793 billion Hong Kong dollars.> Looking forward to the market outlook, pointed out that in the further effort of domestic fiscal policy, the relative valuation of Hong Kong stocks has reached a neutral water level, and the overseas liquidity tightening rhythm is short or slower.It is supported by the current valuation water level.Hong Kong stocks should be stable: 1) Public/telecommunications with more stable ROE and dividend attributes in the configuration; 2) excavation of the Internet of the Internet for the annual profit expectations./p>
