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.
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.
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.
More Investors Are Turning Constructive on China, Hong Kong Equities -- Market Talk
Morgan Stanley's latest viewpoint! Will the Hong Kong stock market perform better than the A-share market?
If tariffs are reduced, the offshore market may outperform the onshore market, benefiting the Internet/Technology, Consumer (relief from deflation), and Medical (easing of China-US relations) sectors.
Brokerage morning meeting highlights: It is recommended to focus on uncovering fundamental clues after the performance disclosures.
In today's brokerage morning meeting, Galaxy Securities believes that, in the medium to long term, the investment value of Hong Kong stocks remains high; China Securities Co.,Ltd. has stated that it is optimistic about the long-term upward shift of antimony price; HTSC recommends focusing on the extraction of fundamental clues after performance disclosures.
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