xixiwu personal page - To The Moon

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2024-03-31

$易方达白酒(03189)$

2024-02-20

$TLT 20250117 95.0 CALL$

2021-04-20

$Palantir Technologies Inc.(PLTR)$down

2023-01-10

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2021-05-05

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Market Roundup: What's Happening? Ali, Baidu and other star stocks collectively fell

2023-01-15

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2023-01-11

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2023-01-03

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2022-12-29

$美团-W(03690)$

2022-12-23

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95.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/TLT 20250117 95.0 CALL\">$TLT 20250117 95.0 CALL$ </a>&nbsp;","text":"$TLT 20250117 95.0 CALL$","images":[{"img":"https://static.tigerbbs.com/e786af6ba39dd3f75689f71bab339fb3","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276068857889080","isVote":1,"tweetType":1,"viewCount":2759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":371820821,"gmtCreate":1618927553163,"gmtModify":1704717032882,"author":{"id":"3549952593571030","authorId":"3549952593571030","name":"xixiwu","avatar":"https://static.tigerbbs.com/9318bd8e9f4ff41619127a7bbfe19560","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549952593571030","idStr":"3549952593571030"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>down","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>down","text":"$Palantir Technologies Inc.(PLTR)$down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/371820821","isVote":1,"tweetType":1,"viewCount":1461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628540638,"gmtCreate":1673362806025,"gmtModify":1676538824605,"author":{"id":"3549952593571030","authorId":"3549952593571030","name":"xixiwu","avatar":"https://static.tigerbbs.com/9318bd8e9f4ff41619127a7bbfe19560","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549952593571030","idStr":"3549952593571030"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/628540638","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102672731,"gmtCreate":1620213186923,"gmtModify":1704340241755,"author":{"id":"3549952593571030","authorId":"3549952593571030","name":"xixiwu","avatar":"https://static.tigerbbs.com/9318bd8e9f4ff41619127a7bbfe19560","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549952593571030","idStr":"3549952593571030"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/102672731","repostId":"1194737945","repostType":4,"repost":{"id":"1194737945","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620203341,"share":"https://ttm.financial/m/news/1194737945?lang=en_US&edition=fundamental","pubTime":"2021-05-05 16:29","market":"us","language":"zh","title":"Market Roundup: What's Happening? Ali, Baidu and other star stocks collectively fell","url":"https://stock-news.laohu8.com/highlight/detail?id=1194737945","media":"老虎资讯综合","summary":"要闻港交所对有关提高主板上市前盈利要求的计划做出让步据南华早报援引知情人士称，在遭到业界强烈反对后，香港交易所对有关提高主板上市前盈利要求的计划做出让步。香港交易所现在计划要求主板上市前三年内合计盈利","content":"<p><b>Highlights</b></p><p><b>HKEx backs down on plans to raise pre-listing earnings requirements on Main Board</b></p><p>According to the South China Morning Post, citing people familiar with the matter, after facing strong opposition from the industry,<a href=\"https://laohu8.com/S/00388\">HKEX</a>Make concessions to plans to increase the pre-listing earnings requirement of the main board. The Hong Kong Stock Exchange now plans to require a total profit of at least HK $80 million in the three years before listing on the main board. The initial proposal was to increase this profit requirement from HK $50 million to HK $125 million. The Hong Kong Stock Exchange will announce this adjustment after the approval of the Hong Kong Securities and Futures Commission.</p><p><b>U.S. trade surplus with Hong Kong expanded 1.53 times month-on-month in March</b></p><p>According to the latest data released by the U.S. Bureau of Economic Analysis, the United States recorded a trade surplus of US $2.928 billion in goods with Hong Kong in March, a month-on-month increase of 1.53 times, and it was the largest trade surplus between the United States and Hong Kong since the global novel coronavirus pneumonia outbreak in March last year. month.</p><p><b>2021 May Day box office sets a new record</b></p><p>According to Maoyan Professional Edition, at 12:28 on May 5, 2021, the total box office (including pre-sales) of May 1st in 2021 exceeded 1.52715 billion, setting a new record for the total box office of May 1st in Chinese film history.</p><p><b>Hong Kong Stocks</b></p><p>The three major Hong Kong stock indexes closed down across the board, and technology stocks were generally weak, causing the Hang Seng Technology Index to fall 2.13% to 8,107 points, the Hang Seng Index to fall 0.49% to 28,417 points, and the State Index to fall 0.41% to 10,721 points.</p><p>On the disk, the Hang Seng Technology Index fell 2.13%.<a href=\"https://laohu8.com/S/01347\">Hua Hong Semiconductor</a>Fell more than 7%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Meituan,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Both fell more than 1%;</p><p>Gaming stocks fell,<a href=\"https://laohu8.com/S/01180\">Paradise Color Holdings</a>Fell 5.67%, Sands China fell 4.33%,<a href=\"https://laohu8.com/S/00880\">SJM Holdings</a>Down 3.47%.</p><p>Pharmaceutical stocks fell,<a href=\"https://laohu8.com/S/688180\">Junshi Bio</a>Down 7.65%,<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>Down 7.88%,<a href=\"https://laohu8.com/S/ZLAB\">Zai Lab</a>Down 6.13%.</p><p>Holiday concept stocks fell,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Down 6.07%,<a href=\"https://laohu8.com/S/01992\">Fosun Tourism Culture</a>It fell 3.56%, and Ctrip fell 2.94%.</p><p>Mainland bank stocks rose,<a href=\"https://laohu8.com/S/601328\">Bank of Communications</a>Up 3.26%,<a href=\"https://laohu8.com/S/600016\">Minsheng Bank</a>Up 2.68%,<a href=\"https://laohu8.com/S/600036\">China Merchants Bank</a>Up 2.5%</p><p>Cosmetics and beauty stocks rose,<a href=\"https://laohu8.com/S/00653\">Bonjour Holdings</a>Up 58.47%,<a href=\"https://laohu8.com/S/00973\">L 'OCCITANE</a>Up 14.84%,<a href=\"https://laohu8.com/S/00178\">Sa Sa International</a>Up 1.09%.</p><p><a href=\"https://laohu8.com/S/00826\">Tiangong International</a>Falling 13.93%, Tiangong International announced that it would allocate 200 million new shares in a top-up, then-new manner, at a price of 4.22 yuan per share, and the new shares accounted for 7.16% of the enlarged shares. The placing price per share is a discount of approximately 13.52% to yesterday's closing price. It is expected that the gross proceeds and estimated net proceeds from the subscription will be approximately 844 million yuan and approximately 834 million yuan respectively. Approximately 7% and 43% of the net proceeds are intended to be mainly used to expand the group's industrial park in Thailand and develop the group's new precision tool products respectively, while the remaining net proceeds are intended to be used as the group's general working capital.</p><p>Coolpad fell 15.79%,<a href=\"https://laohu8.com/S/02369\">Coolpad Group</a>Announced that it is recommended to conduct two for one and issue up to 3.672 billion shares; The rights issue price was 0.28 yuan, a discount of 41.05% from the closing price of the previous trading day (4th). The total amount of funds raised is 1.008-1.028 billion yuan, and the net proceeds are 981-1.001 billion yuan, which is planned to be used to repay existing debts; Expansion of business; Timely acquisition; And general working capital.</p><p><b>The offensive direction of the market outlook is mainly based on performance-driven opportunities</b></p><p>Looking forward to the market outlook, Zhang Yidong, chief strategist of Industrial Securities, believes that whether it is A-shares or Hong Kong stocks, the golden pit of the stock market (an important bottom area in the first half of 2021) that started to be built in mid-March will be basically completed by the end of April, and it is expected to appear in mid-May at the latest. The new upward market is not a market similar to blowing bubbles and raising valuations at the beginning of the year, but a market focusing on profit growth and valuation cost performance, and it needs to reflect the professional ability of investment research.</p><p>The direction of attack is mainly based on performance-driven opportunities. A-shares focus on the Jugla cycle of the manufacturing industry, while Hong Kong stocks focus on new economic leaders with high performance growth and appropriate cost performance (Internet leaders with higher cost performance, emerging consumption such as medical beauty and fashion culture, property, medicine, brand textiles and clothing, education, etc.). Cyclical stocks are selected in the secondary direction. The structural market focuses on the recovery of the United States, inflation, China's \"14th Five-Year Plan\" and carbon neutrality. Core assets of advanced manufacturing industries such as intelligent manufacturing and semiconductors are worth rushing for gold. Based on deep value, defensive counterattack, including leading state-owned enterprises, securities firms, banks, real estate, insurance, etc. that have the ability and willingness to release profits.</p><p>Wang Hanfeng, chief strategist of CICC, is still optimistic about the overall prospects of the Hong Kong stock market. As long as the basic long-term trend remains unchanged, H shares will perform better than A shares. Given that the overall market is expected to remain consolidated before the emergence of new catalysts, a relatively balanced allocation between growth and value styles is recommended.</p><p>However, considering that the policy remains relatively loose and the decline in bond yields are generally beneficial to growth stocks, high-quality growth stocks with sufficient valuation corrections deserve attention. On the sector, we are optimistic about the targets that benefit from the export-driven chain (such as automobiles, home appliances, furniture and home improvement, etc.) and the recovery of domestic service consumption (such as tourism and hotels, etc.). High-quality growth stocks with low valuations are also worthy of attention.</p><p>Chen Li, chief economist of Sichuan Finance Securities and director of the research institute, pointed out that the long-term attractiveness of the Hong Kong stock market has two points: one is the premium between AH shares, and the scissors difference is usually calculated; Second, there are indeed some good technology, medicine, and financial assets in Hong Kong stocks. Judging from the latest situation, considering the current global economic recovery, it is expected that the financial, energy and other sectors in Hong Kong stocks will have further room for growth in the future.</p><p>Huang Xiang, head of equity strategy at Credit Suisse China, suggested that in the long run, investors should still insist on allocating new economic industries and new industries. \"In the future, the economic development and policies of the world and China will still focus on industries such as technology and new energy vehicles.</p><p>However, traditional industries need major changes in order to gain more market favor. Looking back at the overall performance of Hong Kong stocks last year, its high proportion of old economy industries also affected the overall performance. On the other hand, the MSCI China Market Index also includes a considerable number of Chinese concept stocks and A-shares, which hit a new high last year and performed well. \"</p><p>CMB International pointed out two main risks. First, Novel Coronavirus variation and/or rebound of new cases in major economies; Second, inflation exceeded expectations; Third, earlier than expected monetary tightening; Fourth, geopolitical risks, such as tensions between Russia and Ukraine, could lead to risk aversion and fears of soaring oil prices, leading to high inflation.</p><p><b>A Shares</b></p><p>A-shares will continue to be closed today due to the May Day holiday and will resume trading on May 6 (Thursday).</p><p><b>US stocks</b></p><p>The three major U.S. stock index futures rose before the market opened. As of press time, Dow futures rose 0.23%; S&P 500 futures rose 0.25%; Nasdaq 100 futures rose 0.26%.<img src=\"https://static.tigerbbs.com/efe4af9baa5893e31620773e2103c3cd\" tg-width=\"828\" tg-height=\"255\" referrerpolicy=\"no-referrer\"><b>European stocks</b></p><p>Major European indexes rose, with the European Stoxx 50 index rising 1.21%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 1.13%, and the German DAX30 index rose 1.34%.<img src=\"https://static.tigerbbs.com/d078db65a5eef8c18ea855090370d4b7\" tg-width=\"919\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><b>crude oil</b></p><p>International oil prices rose, with U.S. oil reporting at $66.45/barrel, an intraday increase of 1.17%; Brent oil is now trading at $69.69 per barrel, an intraday increase of 1.18%.</p><p>Recently, as the epidemic situation in European and American countries has gradually eased, economic recovery has become the main theme, and expectations for oil market demand have gradually increased, which has become the main driving force for rising oil prices. Short-term bulls are expected to take advantage of the hot iron to strike further, but the technical aspect also suggests that there may be a risk of peaking. It is recommended that conservatives wait and see for the time being, while radicals can still enter the market on dips and do more.</p><p>Gold</p><p>Spot gold rose 0.09% during the day to $1,777.55 an ounce.</p><p>International gold prices were generally flat. The U.S. dollar strengthened again after a day and the epidemic in Europe and the United States gradually eased, which also put pressure on gold. However, the sluggish trade balance data and the sharp drop in the Nasdaq have given some support to gold prices. During the day, we will focus on the U.S. ADP employment number in April, and the ISM non-manufacturing PMI will be released. The data may show a significant recovery in the U.S. labor market, or be negative for gold.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Roundup: What's Happening? Ali, Baidu and other star stocks collectively fell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Roundup: What's Happening? Ali, Baidu and other star stocks collectively fell\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-05-05 16:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Highlights</b></p><p><b>HKEx backs down on plans to raise pre-listing earnings requirements on Main Board</b></p><p>According to the South China Morning Post, citing people familiar with the matter, after facing strong opposition from the industry,<a href=\"https://laohu8.com/S/00388\">HKEX</a>Make concessions to plans to increase the pre-listing earnings requirement of the main board. The Hong Kong Stock Exchange now plans to require a total profit of at least HK $80 million in the three years before listing on the main board. The initial proposal was to increase this profit requirement from HK $50 million to HK $125 million. The Hong Kong Stock Exchange will announce this adjustment after the approval of the Hong Kong Securities and Futures Commission.</p><p><b>U.S. trade surplus with Hong Kong expanded 1.53 times month-on-month in March</b></p><p>According to the latest data released by the U.S. Bureau of Economic Analysis, the United States recorded a trade surplus of US $2.928 billion in goods with Hong Kong in March, a month-on-month increase of 1.53 times, and it was the largest trade surplus between the United States and Hong Kong since the global novel coronavirus pneumonia outbreak in March last year. month.</p><p><b>2021 May Day box office sets a new record</b></p><p>According to Maoyan Professional Edition, at 12:28 on May 5, 2021, the total box office (including pre-sales) of May 1st in 2021 exceeded 1.52715 billion, setting a new record for the total box office of May 1st in Chinese film history.</p><p><b>Hong Kong Stocks</b></p><p>The three major Hong Kong stock indexes closed down across the board, and technology stocks were generally weak, causing the Hang Seng Technology Index to fall 2.13% to 8,107 points, the Hang Seng Index to fall 0.49% to 28,417 points, and the State Index to fall 0.41% to 10,721 points.</p><p>On the disk, the Hang Seng Technology Index fell 2.13%.<a href=\"https://laohu8.com/S/01347\">Hua Hong Semiconductor</a>Fell more than 7%,<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 3%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 2%,<a href=\"https://laohu8.com/S/JD\">JD.com</a>, Meituan,<a href=\"https://laohu8.com/S/00700\">Tencent</a>Both fell more than 1%;</p><p>Gaming stocks fell,<a href=\"https://laohu8.com/S/01180\">Paradise Color Holdings</a>Fell 5.67%, Sands China fell 4.33%,<a href=\"https://laohu8.com/S/00880\">SJM Holdings</a>Down 3.47%.</p><p>Pharmaceutical stocks fell,<a href=\"https://laohu8.com/S/688180\">Junshi Bio</a>Down 7.65%,<a href=\"https://laohu8.com/S/BGNE\">BeiGene</a>Down 7.88%,<a href=\"https://laohu8.com/S/ZLAB\">Zai Lab</a>Down 6.13%.</p><p>Holiday concept stocks fell,<a href=\"https://laohu8.com/S/06862\">Haidilao</a>Down 6.07%,<a href=\"https://laohu8.com/S/01992\">Fosun Tourism Culture</a>It fell 3.56%, and Ctrip fell 2.94%.</p><p>Mainland bank stocks rose,<a href=\"https://laohu8.com/S/601328\">Bank of Communications</a>Up 3.26%,<a href=\"https://laohu8.com/S/600016\">Minsheng Bank</a>Up 2.68%,<a href=\"https://laohu8.com/S/600036\">China Merchants Bank</a>Up 2.5%</p><p>Cosmetics and beauty stocks rose,<a href=\"https://laohu8.com/S/00653\">Bonjour Holdings</a>Up 58.47%,<a href=\"https://laohu8.com/S/00973\">L 'OCCITANE</a>Up 14.84%,<a href=\"https://laohu8.com/S/00178\">Sa Sa International</a>Up 1.09%.</p><p><a href=\"https://laohu8.com/S/00826\">Tiangong International</a>Falling 13.93%, Tiangong International announced that it would allocate 200 million new shares in a top-up, then-new manner, at a price of 4.22 yuan per share, and the new shares accounted for 7.16% of the enlarged shares. The placing price per share is a discount of approximately 13.52% to yesterday's closing price. It is expected that the gross proceeds and estimated net proceeds from the subscription will be approximately 844 million yuan and approximately 834 million yuan respectively. Approximately 7% and 43% of the net proceeds are intended to be mainly used to expand the group's industrial park in Thailand and develop the group's new precision tool products respectively, while the remaining net proceeds are intended to be used as the group's general working capital.</p><p>Coolpad fell 15.79%,<a href=\"https://laohu8.com/S/02369\">Coolpad Group</a>Announced that it is recommended to conduct two for one and issue up to 3.672 billion shares; The rights issue price was 0.28 yuan, a discount of 41.05% from the closing price of the previous trading day (4th). The total amount of funds raised is 1.008-1.028 billion yuan, and the net proceeds are 981-1.001 billion yuan, which is planned to be used to repay existing debts; Expansion of business; Timely acquisition; And general working capital.</p><p><b>The offensive direction of the market outlook is mainly based on performance-driven opportunities</b></p><p>Looking forward to the market outlook, Zhang Yidong, chief strategist of Industrial Securities, believes that whether it is A-shares or Hong Kong stocks, the golden pit of the stock market (an important bottom area in the first half of 2021) that started to be built in mid-March will be basically completed by the end of April, and it is expected to appear in mid-May at the latest. The new upward market is not a market similar to blowing bubbles and raising valuations at the beginning of the year, but a market focusing on profit growth and valuation cost performance, and it needs to reflect the professional ability of investment research.</p><p>The direction of attack is mainly based on performance-driven opportunities. A-shares focus on the Jugla cycle of the manufacturing industry, while Hong Kong stocks focus on new economic leaders with high performance growth and appropriate cost performance (Internet leaders with higher cost performance, emerging consumption such as medical beauty and fashion culture, property, medicine, brand textiles and clothing, education, etc.). Cyclical stocks are selected in the secondary direction. The structural market focuses on the recovery of the United States, inflation, China's \"14th Five-Year Plan\" and carbon neutrality. Core assets of advanced manufacturing industries such as intelligent manufacturing and semiconductors are worth rushing for gold. Based on deep value, defensive counterattack, including leading state-owned enterprises, securities firms, banks, real estate, insurance, etc. that have the ability and willingness to release profits.</p><p>Wang Hanfeng, chief strategist of CICC, is still optimistic about the overall prospects of the Hong Kong stock market. As long as the basic long-term trend remains unchanged, H shares will perform better than A shares. Given that the overall market is expected to remain consolidated before the emergence of new catalysts, a relatively balanced allocation between growth and value styles is recommended.</p><p>However, considering that the policy remains relatively loose and the decline in bond yields are generally beneficial to growth stocks, high-quality growth stocks with sufficient valuation corrections deserve attention. On the sector, we are optimistic about the targets that benefit from the export-driven chain (such as automobiles, home appliances, furniture and home improvement, etc.) and the recovery of domestic service consumption (such as tourism and hotels, etc.). High-quality growth stocks with low valuations are also worthy of attention.</p><p>Chen Li, chief economist of Sichuan Finance Securities and director of the research institute, pointed out that the long-term attractiveness of the Hong Kong stock market has two points: one is the premium between AH shares, and the scissors difference is usually calculated; Second, there are indeed some good technology, medicine, and financial assets in Hong Kong stocks. Judging from the latest situation, considering the current global economic recovery, it is expected that the financial, energy and other sectors in Hong Kong stocks will have further room for growth in the future.</p><p>Huang Xiang, head of equity strategy at Credit Suisse China, suggested that in the long run, investors should still insist on allocating new economic industries and new industries. \"In the future, the economic development and policies of the world and China will still focus on industries such as technology and new energy vehicles.</p><p>However, traditional industries need major changes in order to gain more market favor. Looking back at the overall performance of Hong Kong stocks last year, its high proportion of old economy industries also affected the overall performance. On the other hand, the MSCI China Market Index also includes a considerable number of Chinese concept stocks and A-shares, which hit a new high last year and performed well. \"</p><p>CMB International pointed out two main risks. First, Novel Coronavirus variation and/or rebound of new cases in major economies; Second, inflation exceeded expectations; Third, earlier than expected monetary tightening; Fourth, geopolitical risks, such as tensions between Russia and Ukraine, could lead to risk aversion and fears of soaring oil prices, leading to high inflation.</p><p><b>A Shares</b></p><p>A-shares will continue to be closed today due to the May Day holiday and will resume trading on May 6 (Thursday).</p><p><b>US stocks</b></p><p>The three major U.S. stock index futures rose before the market opened. As of press time, Dow futures rose 0.23%; S&P 500 futures rose 0.25%; Nasdaq 100 futures rose 0.26%.<img src=\"https://static.tigerbbs.com/efe4af9baa5893e31620773e2103c3cd\" tg-width=\"828\" tg-height=\"255\" referrerpolicy=\"no-referrer\"><b>European stocks</b></p><p>Major European indexes rose, with the European Stoxx 50 index rising 1.21%.<a href=\"https://laohu8.com/S/VUKE.UK\">UK FTSE 100</a>The index rose 1.13%, and the German DAX30 index rose 1.34%.<img src=\"https://static.tigerbbs.com/d078db65a5eef8c18ea855090370d4b7\" tg-width=\"919\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><b>crude oil</b></p><p>International oil prices rose, with U.S. oil reporting at $66.45/barrel, an intraday increase of 1.17%; Brent oil is now trading at $69.69 per barrel, an intraday increase of 1.18%.</p><p>Recently, as the epidemic situation in European and American countries has gradually eased, economic recovery has become the main theme, and expectations for oil market demand have gradually increased, which has become the main driving force for rising oil prices. Short-term bulls are expected to take advantage of the hot iron to strike further, but the technical aspect also suggests that there may be a risk of peaking. It is recommended that conservatives wait and see for the time being, while radicals can still enter the market on dips and do more.</p><p>Gold</p><p>Spot gold rose 0.09% during the day to $1,777.55 an ounce.</p><p>International gold prices were generally flat. The U.S. dollar strengthened again after a day and the epidemic in Europe and the United States gradually eased, which also put pressure on gold. However, the sluggish trade balance data and the sharp drop in the Nasdaq have given some support to gold prices. During the day, we will focus on the U.S. ADP employment number in April, and the ISM non-manufacturing PMI will be released. The data may show a significant recovery in the U.S. labor market, or be negative for gold.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数","09888":"百度集团-SW","03086":"华夏纳指","BIDU":"百度","HSI":"恒生指数","NTES":"网易","01347":"华虹半导体","09999":"网易-S"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194737945","content_text":"要闻港交所对有关提高主板上市前盈利要求的计划做出让步据南华早报援引知情人士称，在遭到业界强烈反对后，香港交易所对有关提高主板上市前盈利要求的计划做出让步。香港交易所现在计划要求主板上市前三年内合计盈利至少达到8000万港元，而最初的建议是把这一盈利要求从5000万港元提高到1.25亿港元。香港交易所将在香港证监会批准后公布这一调整。美国3月对香港贸易顺差按月扩大1.53倍据美国经济分析局最新公布的数据，3月美国对香港录得29.28亿美元货物贸易顺差，按月大增1.53倍，且为自去年3月全球新冠肺炎疫情爆发后，美国对港贸易顺差最多的一个月。2021年五一档期票房创新纪录据猫眼专业版，2021年5月5日12时28分，2021年五一档总票房（含预售）超15.2715亿，创中国影史五一档期总票房新纪录。港股港股三大指数全线收跌，科技股普遍弱势，致恒生科技指数大跌2.13%报8107点，恒指跌0.49%报28417点，国指跌0.41%报10721点。盘面上，恒生科技指数跌2.13%，华虹半导体跌超7%，网易、百度跌超3%，阿里巴巴跌超2%，京东、美团、腾讯均跌超1%；博彩股下跌，汇彩控股跌5.67%，金沙中国跌4.33%，澳博控股跌3.47%。医药股下跌，君实生物跌7.65%，百济神州跌7.88%，再鼎医药跌6.13%。节假日概念股下跌，海底捞跌6.07%，复星旅游文化跌3.56%，携程跌2.94%。内银股上涨，交通银行涨3.26%，民生银行涨2.68%，招商银行涨2.5%化妆美容股上涨，卓悦控股涨58.47%，欧舒丹涨14.84%，莎莎国际涨1.09%。天工国际跌13.93%，天工国际公布，以先旧后新方式配售2亿股新股，每股作价4.22元，新股占已扩大后股份7.16%。每股配售价较昨日收市价折让约13.52%。预期认购事项所得款项总额及估计净额将分別为约8.44亿元及约8.34亿元。所得款项净额的约7%及43%，拟分別主要用于扩充集团于泰国的工业园，以及开发集团的新精密工具产品，而其余所得款项净额拟用作集团之一般营运资金。酷派跌15.79%，酷派集团公布，建议进行二供一，发行最多36.72亿股；供股价0.28元，较上交易日（4日）收报折让41.05%。集资总额10.08-10.28亿元，所得净额9.81-10.01亿元，拟用于偿还现有债务；扩张业务；适时收购；及一般营运资金。后市进攻方向主要立足业绩驱动机会展望后市，兴业证券首席策略分析师张忆东认为，不论是A股还是港股，3月中旬开始构筑的股市黄金坑(2021年上半年重要的底部区域)4月底基本构建完成，最迟5月中旬有望出现新的上行行情，不是类似年初的吹泡沫拉高估值式的行情，而是聚焦盈利增长以及估值性价比的行情，更需要体现投资研究的专业能力。进攻的方向主要立足业绩驱动的机会。A股聚焦制造业的朱格拉周期，港股聚焦业绩高增长且性价比合适的新经济龙头(较高性价比的互联网龙头、医美和潮文化等新兴消费、物业、医药、品牌纺织服装、教育等)。次要方向精选周期股，结构性行情聚焦美国复苏、通胀以及中国“十四五规划”和碳中和，智能制造、半导体等先进制造业核心资产值得淘金。立足深度价值，防守反击，包括有能力和有意愿释放利润的国企龙头、券商、银行、地产、保险等。中金公司首席策略分析师王汉锋仍然看好港股市场整体前景。只要基本长期趋势不变，H股的表现将好于A股。鉴于新的催化剂出现之前整体市场预计将保持盘整态势，建议在成长和价值风格间相对均衡配置。不过，考虑到政策维持相对宽松和债券收益率下行总体上利好成长股，估值回调充分的质优成长股值得关注。板块上，看好受益于出口驱动链条(例如汽车、家电和家具家装等)以及受益于国内服务消费回暖的标的(如旅游和酒店等)。低估值的质优成长股亦值得关注。川财证券首席经济学家、研究所所长陈雳指出，港股市场长期吸引力有两点：一是来自AH股之间的溢价，通常计算其剪刀差；二是港股中确实存在一些好的科技、医药、金融类资产。从当下最新情况看，考虑到现阶段全球经济复苏状况，预计未来港股中的金融、能源等板块会有进一步的上涨空间。瑞信中国股票策略主管黄翔建议，从长期看，投资者仍应坚持配置新经济行业和新产业。“未来世界和中国的经济发展和政策还是将侧重于例如科技、新能源车等行业。而传统行业需要有重大的转变，才能更加获得市场青睐。回顾去年港股的整体表现，其旧经济行业比例较高，也影响了总体表现。反观MSCI中国市场指数还包括了相当一部分的中概股和A股，其去年就创下新高，表现抢眼。”招银国际则指出两大主要风险，首先，主要经济体的新冠病毒变异和/或新病例反弹；第二，通胀超预期；第三，早于预期的货币紧缩；第四，地缘政治风险，如俄罗斯与乌克兰之间的紧张局势可能导致风险规避和对油价飙升的担忧，从而导致高通胀。A股A股今日继续因五一假期休市，将于5月6日（周四）恢复交易。美股美国三大股指期货盘前上涨，截至发稿，道指期货涨0.23%；标普500指数期货涨0.25%；纳斯达克100指数期货涨0.26%。 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