China Fund Reporter Green
On November 11, the Hang Seng Index fell 1.45%, at 20426.93 points,The Hang Seng Technology Index fell 0.35%to 4651.71 points, and the Hang Seng State -owned Enterprise Index fell 1.42%to 7355.57 points.The turnover of the city reached HK $ 204.34 billion, and the net purchase amount southbound was HK $ 9.865 billion.
In the industry sector, real estate stocks led the decline, consumer stocks fell, and semiconductor stocks performed strongly.For example, Hua Hong semiconductor rose 7.21%, SMIC rose 3.33%, and Shanghai Fudan rose 2.86%.
AI dragon head rose
On November 11, Hong Kong stock technology stocks were frustrated, but some artificial intelligence stocksRising against the market.For example, rose 16.48%.
On November 7, Ming Sheng MSCI announced the results of the semi-annual review of the series, and the relevant adjustment was closed on November 25th.After taking effect, the fourth paradigm was included in the MSCI series index.
Artificial intelligence researchers said that since the second half of this year, the AI industry has shifted from technology competition to application.Large models of vertical fields have attracted attention, and related listed companies are favored by investors.
In addition to the fourth paradigm, Meitu company rose 7.64%on November 11.
The institutional person said that Meitu completed the two -time upgrade of the video capacity and image ability of Meituchi in one month in one month.Products driving the growth of performance, Meitu has recently received a number of institutions to buy rating.
Semiconductor faucet rises
On November 11, Hua Hong Semiconductor rose 7.21%, SMICInternational rose 3.33%, and Shanghai Fudan rose 2.86%.On the news, on November 7, Tang Junjun, president and executive director of Hua Hong Semiconductor, commented on the third quarter of 2024: "In the third quarter of 2024, Hua Hong semiconductors sales revenue reached 526.3 million US dollars and gross profit margin was 12.2%.Both are better than guidelines, and they have achieved month -on -month improvement. "
CITIC CCP Investment believes that investors should keep up with the control of controlling the control.With the recovery of global semiconductor equipment, the expansion of domestic downstream production lines is opened, and the localization rate of superimposed equipment has risen rapidly, and domestic equipment orders will perform well.In the first three quarters of 2024, the companys fundamentals performed well, revenue increased at high speed, and the order support was strong.
Chen Maobo, the director of the Hong Kong Financial Secretary: More than 60 key enterprises are expected to bring 42 billion Hong Kong dollars to Hong Kong
Chen Maobo, the director of the Hong Kong Financial Secretary, wrote on November 10 that the peripheral interest rate gradually declined, coupled with the countrys launch of stable economic measures, the market atmosphere improved, the stock and property markets were recovered.It will keep motivation.
Chen Maobo said that in recent years, Hong Kongs investment promotion has attracted many companies to settle in Hong Kong or expand the operations of Hong Kong, and accelerate the vigorous development of different industrial ecosystems.Take the first two batches of key enterprise partners to introduce key enterprise partners in Hong Kong as an example. They have successively launched their business locally. Among them, 70 % choose to settle in a science park or digital port, and partly cooperate with other companies to explore more business development through cooperationOpportunity.
Hong Kong will hold a signing ceremony with the third batch of key enterprise partners.This time, a total of 17 key companies participated in the signing. They were from mainland China, the United States and Europe, and they were engaged in artificial intelligence and big data, life health technology, fintech and advanced manufacturing and new energy technology.Establish international or regional headquarters.Together with the first two groups of corporate partners, more than 60 key enterprise partners are expected to bring 42 billion Hong Kong dollars to Hong Kong to create more than 17,000 employment opportunities.In addition, as of September this year, the Hong Kong Investment Promotion Agency also helped 470 companies settling or expanded in Hong Kong. It is expected that the direct investment will exceed 45 billion Hong Kong dollars and create more than 5700 positions.
Chen Maobo said that when he visited Europe, the United States and the Middle East, he noticed that many companies were actively exploring and even promoting the establishment of business bases in Hong Kong to accelerate the development of large Mainland and Asian markets in the Asian market.EssenceAmong them, in the trip to Saudi Arabia, a number of Hong Kong institutions and enterprises signed a cooperation agreement with local partners to further deepen the connection between Hong Kong and the Middle East in finance, innovation and professional services to better enhance Hong Kongs internationalization.The network of the network further enhances the role positioning of Hong Kongs super contacts and super -value -added people.
Edit: Joey
Review: Woodfish
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