Hong Kongs Hang Seng Index closed up 1.32percent and consumer retail stocks rose sharply

category:Finance
 Hong Kongs Hang Seng Index closed up 1.32percent and consumer retail stocks rose sharply


Looking forward to the future, Anxin International said that in the medium term, the big logic of bullishness remains unchanged, that is, the global monetary environment + sustained economic recovery + undervalued Hong Kong stocks and the introduction of growth elements.

Guotai Junan pointed out that the current Hong Kong stock market shows a volatile trend, with an important medium-term support of 23000 points. Medium term outlook: the concept of spiral rotation configuration follows the plate rotation of growth cycle consumption. In terms of allocation direction, the short-term market focus on essential consumption, property management and gold stocks with strong profit certainty. In the medium term, we will focus on consumer stocks and cyclical stocks.

Founder strategy will be the market plunge in the preliminary judgment of the bull market adjustment, not to change the tone of the bull market. He thinks that the adjustment in the bull market in history is more intense, and most of them are layout opportunities. In the process of adjustment, we should focus on the allocation opportunities of periodic replenishment of undervalued financial sector and long-term industrial trend evolution of growth technology industry. GF Securities said that when Hong Kong shares are stronger, stronger profits, loose liquidity and RMB appreciation will certainly account for one of them. At present, there are positive changes in these three core elements - earnings expectations are beginning to be revised upward, risk-free rate of return remains low, and the exchange rate portfolio of dollar down, RMB up is expected to support Hong Kong stocks. The return of China capital stock will also optimize the industrial structure of Hong Kong stock market, boost the valuation of Hong Kong stock market as a whole and related industries, improve the trading activity, and introduce the source of fresh water for the market. A new round of investment opportunities are brewing in new economy industries such as science and technology, consumption and medicine in Hong Kong stock market. Source: responsible editor of 21st century economic report: Wang Wenhua_ NF5982

Founder strategy will be the market plunge in the preliminary judgment of the bull market adjustment, not to change the tone of the bull market. He thinks that the adjustment in the bull market in history is more intense, and most of them are layout opportunities. In the process of adjustment, we should focus on the allocation opportunities of periodic replenishment of undervalued financial sector and long-term industrial trend evolution of growth technology industry.

GF Securities said that when Hong Kong shares are stronger, stronger profits, loose liquidity and RMB appreciation will certainly account for one of them. At present, there are positive changes in these three core elements - earnings expectations are beginning to be revised upward, risk-free rate of return remains low, and the exchange rate portfolio of dollar down, RMB up is expected to support Hong Kong stocks. The return of China capital stock will also optimize the industrial structure of Hong Kong stock market, boost the valuation of Hong Kong stock market as a whole and related industries, improve the trading activity, and introduce the source of fresh water for the market. A new round of investment opportunities are brewing in new economy industries such as science and technology, consumption and medicine in Hong Kong stock market.