CICC: It is expected that this year, the Inflow of southward capital will be about 800 billion to 1 trillion Hong Kong dollars, and the Hang Seng Index is expected to reach 20,500 points.

China International Capital Corporation published a report on Hong Kong stock strategy, stating that it expects a total Inflow of approximately 800 billion to 1 trillion Hong Kong dollars this year.

Zhitong Finance23minutes ago

The attractiveness of Hong Kong stocks continues to grow, Goldman Sachs has raised its forecast for southbound capital flow to 110 billion USD in 2025.

Goldman Sachs significantly raised its forecast for the southbound capital flow under the mutual market access mechanism between the mainland and the Hong Kong stock markets, increasing the estimated scale from 75 billion dollars to 110 billion dollars.

Zhitong Finance23:46 ET

Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.

① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.

cls.cn23:17 ET

The market may reach a critical juncture in the short term, with Banks and Electrical Utilities showing repeated activity, and the Technology Sector poised to take off.

Track the entire lifecycle of the main Sector.

cls.cn21:20 ET

Hong Kong stock morning report | Alibaba releases and open sources the new version of the large model Qwen3, Chongqing Sokon Industry Group Stock submits application for listing on the Hong Kong stock exchange.

① The Ministry of Foreign Affairs reiterated that there have been no consultations or negotiations between China and the United States regarding the tariff issue. ② Goldman Sachs raised its forecast for this year's southbound capital inflow into Hong Kong stocks by nearly 50%. ③ Alibaba announced and opened source its next-generation general-purpose Qwen3 model. ④ Institutions say that the ROI of Hong Kong stocks as a 'value vacuum' is very attractive.

cls.cn19:31 ET

In the morning, big news! Alibaba releases and open sources Qwen3, seamlessly integrating thinking modes, multilingual capabilities, and facilitating agent calls.

Alibaba stated that Qwen3 seamlessly integrates two modes of thinking and supports 119 languages, making it convenient for agents to call. This release of the Qwen3 series includes two expert mixture (MoE) models and six additional models, with the flagship model Qwen3-235B-A22B showing highly competitive performance in benchmark tests for code, mathematics, and general capabilities compared to top models like DeepSeek-R1, o1, o3-mini, Grok-3, and Gemini-2.5-Pro.

wallstreetcn18:38 ET