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.
China International Capital Corporation: The resilience of China's Assets is highlighted, and the main lines of dividends, domestic substitutes, and consumer demand will be relatively dominant.
Since the beginning of the year, there have been two major variables affecting the market: one is DeepSeek rewriting the Technology narrative, and the other is the frequent changes in tariff policies after Trump's inauguration. The former has become a catalyst for the spring market in A-shares, while the latter has led to fluctuations in the market in April. Recently, stabilizing funds have entered the market, and tariff expectations have fluctuated, leading to market stabilization and recovery.
Hong Kong Stock Morning Report | JD.com announced it will recruit 100,000 riders in the next three months, and Ant Fortune is offering to acquire Hong Kong's Yao Cai Securities.
① JD.com stated that it will recruit 100,000 riders over the next three months. ② Ant Wealth initiated a tender offer for Hong Kong’s Yaocai Securities. ③ The Chief Secretary for Administration of Hong Kong expressed that Global capital reallocation brings opportunities to the region. ④ Regulators stated that CKH HOLDINGS port Trade must not evade antitrust review.
Hong Kong Stock Morning Report｜Trump is considering a tiered tariff plan for China. Aluminum Corporation Of China reported nearly 60% year-on-year increase in Net income for the first quarter.
① Trump is considering a tiered tariff plan for China. ② Canadian Prime Minister Carney: There is no rush to reach an agreement with Trump; we have enough leverage in the negotiations. ③ Seven departments: Launching a pilot application for 'AI Empowering the Entire Industry Chain of Medicine.' ④ The Commercial Space Innovation Consortium was established yesterday, and relevant industry standards will be accelerated for formulation.
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