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Brokerage morning meeting highlights: The industry allocation recommendations for April should focus on two main lines.
At today's Brokerage morning meeting, Galaxy Securities stated that the characteristics of a short-term structural economic recovery remain evident, with industries related to new productive forces performing better; HTSC believes that increased investment in global AI computing power is expected to drive the performance of businesses in sectors such as Optical Communications to remain positive; China Securities Co., Ltd. suggested that the industry allocation recommendations for April should focus on two main lines.
Hong Kong Stock Market Morning Report | AI and other key areas receive renewed attention, DeepSeek becomes the fastest growing AI tool in the Global market.
① The Ministry of Industry and Information Technology will focus on key areas such as AI and critical software, nurturing a batch of platforms for the transformation of innovative achievements. ② DeepSeek's monthly visits exceed ChatGPT. ③ Huawei: Global sales revenue in 2024 is 862.1 billion yuan, with a Net income of 62.6 billion yuan. ④ Li Auto's internal sales target for this year: 0.7 million units for the entire year, with 0.05 million units for pure electric.
How was the pricing scheme for the capital increase of the four major banks determined? Direct coverage of the four major banks' 520 billion "capital increase" meeting.
Senior executives of the four major banks explain the relevant details.
Illustration | The net inflow of mainland funds into Hong Kong stocks is 2.9 billion Hong Kong dollars, increasing positions in CHINA MOBILE, CHINA RES GAS, and Bank Of China.
Today, southern funds net bought 2.914 billion Hong Kong dollars in Hong Kong stocks. Among them: net purchases of CHINA MOBILE 0.812 billion, CHINA RES GAS 0.785 billion, Bank Of China 0.78 billion, MEITUAN-W 0.508 billion, XIAOMI-W 0.341 billion, POP MART 0.163 billion, AKESO 0.118 billion, TENCENT 0.117 billion, Semiconductor Manufacturing International Corporation 0.103 billion; net sales of TRACKER FUND OF HONG KONG 4.763 billion, Hang Seng H-Share Index ETF 1.407 billion, BYD COMPANY 0.221 billion, KUAISHOU-W 0.114 billion. According to statistics, southern funds have net bought MEITUAN for six consecutive days, totaling 2.84912 billion Hong Kong dollars.
Guosen: The three major telecommunications companies are expected to be reevaluated in the Cloud Computing Business era of AI. All are recommended for attention.
Guosen recommends paying attention to CHINA MOBILE (600941.SH, 00941), CHINA TELECOM (601728.SH, 00728), and China United Network Communications (600050.SH, 00762) to benefit from the growth trend under the development of AI.
Hong Kong Stock Morning Report | The State Administration for Market Regulation is reviewing CKH HOLDINGS' port Trade. CHINA RES GAS reported a net profit decrease of over 20% year-on-year last year.
① Trump: Any tariff agreement will be reached after the measures take effect on April 2. ② State Administration for Market Regulation: Review of CKH HOLDINGS port Trade will be conducted in accordance with the law. ③ Four major Banks, including Bank of China, China Construction Bank, Agricultural Bank of China, and Postal Savings Bank, announced plans for a private placement to introduce strategic investment from the Ministry of Finance, with a total amount of 500 billion yuan. ④ Gou Ping, Deputy Director of the State-owned Assets Supervision and Administration Commission: Strategic restructuring of state-owned automobile enterprises.
Buy n Die Together❤ :
Hamza Khan226 : nice