Stock speculation depends Jin Qilin analyst research report , authoritative, professional, timely and comprehensive, to help you tap potential theme opportunities!
In the morning trading on May 27, Hong Kong shares showed differentiation, and the main index fluctuated in a narrow range. The recently popular Hong Kong Stock Connect financial ETF (513190) rose by more than 1%. Among the holding stocks, China Property&Casualty Insurance CPIC At one time, it rose more than 3%, and China Taiping Postal Savings Bank 、 Haitong Securities 、 Industrial and Commercial Bank of China Etc.
After a month long surge, the Hong Kong stock market saw a significant correction last week. Among the major indexes, the Hang Seng Technology Index fell the most, falling 7.6% last week. The Hang Seng SOE Index, Hang Seng Index and MSCI China Index fell 4.8%, 4.8% and 4.7% respectively. In terms of sectors, the real estate, healthcare and insurance sectors saw the biggest decline, falling 8.9%, 7.5% and 6.4% respectively, while the traditional high dividend sectors such as energy (+0.7%) and utilities (+0.7%) won again, showing a "seesaw" performance.
Huaxin Securities believes that before the key setting of this week's core PCE data and the 6/12 FOMC meeting, it is expected to continue the swing trading. Domestically, AH has rebounded from high to low under overseas stagflation and Asian foreign exchange concerns since April this round. Last week, due to geographical concerns, risk appetite corrected, and Hang Seng Technology led the decline by -7.61%, with the market value dominating; However, the persistence of deposit taking, loan interest rate reduction and down payment ratio introduction at the real estate policy end is expected before the major meeting in July, and the CDS interest margin worried by domestic real estate pricing has also dropped significantly. There is limited downside risk and no need to be overly pessimistic. In terms of style, the big financial sector related to the real estate chain can continue to play policy expectations after adjustment, and the dividend sector under the asset shortage will continue to maintain the ballast allocation, and the internal style will be more high-quality.
When the stock market recovers, open an account first! Intelligent fixed investment, condition sheet, individual stock radar... for you>>
Sina statement: This message is reproduced from Sina's cooperative media. The purpose of posting this article on Sina.com is to convey more information, and does not mean to agree with its views or confirm its description. The content of this article is for reference only and does not constitute investment advice. Investors operate accordingly at their own risk.
Massive information, accurate interpretation, all in Sina Finance APP
Editor in charge: Ling Chen
