1. Good morning, brothers and sisters, today is the May Day holiday, first of all, I wish you all a happy May Day holiday! There is also good news to tell you, Hong Kong stocks opened up 4% on Thursday! What happened? Can A shares follow up after the holiday? Dalong will tell you right away!
As of the close of Hong Kong stocks at noon, Hong Kong stocks rose 3.85%, the Hang Seng Technology Index rose more than 4% intraday, NIO rose more than 21%, SenseTime-W rose more than 27%, Meituan-W rose more than 7%, JD.com Group rose more than 5%, and Tencent Holdings rose more than 3%, all of which performed well overall.
2. Why did Hong Kong stocks suddenly rise collectively? Mainly because of the following reasons:
Reason 1: Nearly 100 companies to Hong Kong listing, not long ago the Securities Regulatory Commission introduced 5 measures for cooperation with Hong Kong, including supporting mainland industry leading enterprises to list in Hong Kong, broadening the Shanghai-Shenzhen-Hong Kong Stock Connect mechanism, which is a positive impact on Hong Kong stocks, predicting that this year's Hong Kong IPO fundraising will exceed 100 billion Hong Kong dollars, and the revival of the IPO market will stimulate the stock market trading atmosphere and enhance liquidity and turnover.
Reason 2: JP Morgan, BlackRock and other foreign institutions collectively increased their positions in Hong Kong stocks, and funds withdrew from Japanese stocks to Hong Kong stocks, and the China Securities Regulatory Commission issued five measures for capital market cooperation with Hong Kong to stimulate the enthusiasm of Hong Kong stocks to go long.
In terms of medium and long-term trends, since July 2023, southbound funds have maintained a net inflow into Hong Kong stocks for 10 consecutive months, and the cumulative inflow of southbound funds into Hong Kong stocks exceeded 80 billion in April, and the inflow of financial stocks has accelerated significantly. In addition, the inflow intensity of technology stocks and the energy sector has also increased again and returned to the top.
Reason 4: The Federal Reserve kept interest rates unchanged on Thursday in line with market expectations, and the stone landed temporarily, and the overall expression of Fed Chairman Powell last night meant: Powell himself does not know how long it will take to cut interest rates But the next step is unlikely to be to raise interest rates, and there is no trace of interest rate cuts, but the door to interest rate hikes has been closed! The Fed's next move is still to cut interest rates, good and bad things have been said by Powell, interest rate hikes or not interest rate hikes have been said, is to let the market guess, in general, tonight the Fed has no impact on A shares and U.S. stocks, the Fed said a bunch of useless words, both said that it will not raise interest rates for the time being, and also said that it cannot cut interest rates for the time being, which has no impact on the market at all.
Reason 5: The performance of Hong Kong stocks is generally good, driving Hong Kong stocks to rise, and today's Hong Kong stock leader NIO rose 21%, mainly because NIO delivered 15,620 new cars in April, a year-on-year increase of 134.6%. From January to April, a total of 45,673 vehicles were delivered, a year-on-year increase of 21.2%. Other Tencent, Meituan, JD.com and other Hong Kong Internet Internet leaders 23Q4 earnings growth rate was higher than expected, SenseTime rose more than 30% The stock price hit a new high in half a year
Recently, the Hang Seng Index of Hong Kong stocks has risen 20% from the bottom and entered a technical bull market, indicating that Hong Kong stocks have been picking up.
3. What is the impact of the sharp rise in Hong Kong stocks Hang Seng Technology on A-shares after the holiday?
To put it simply, the sharp rise in Hong Kong stocks will definitely have a positive impact on A-shares after the holiday, specific to the sector, Hong Kong stocks rose 22% today, SenseTime Technology rose 30%, Weilai is a new energy vehicle sector, SenseTime is an AI artificial intelligence sector, and next Monday you can pay attention to the rise of A-share new energy vehicles and technology artificial intelligence sectors
Dalong also said last night that Hong Kong stocks will open lower today, but they will go higher, and the Hang Seng Index of Hong Kong stocks opened down 0.01% today. The Hang Seng Tech Index fell 0.01%, and then went all the way up 4%, but now there is still a little time before the close of Hong Kong stocks at 4.10 pm.
4. Don't worry too much about the market of A-shares after the holiday, Dalong is optimistic about starting a new wave of rise in May, Dalong is mainly optimistic about technology, semiconductor chips, artificial intelligence, Hong Kong stocks Hang Seng Technology, new energy vehicles, medicine and medical innovative drugs and other sectors.
5. Okay, after finishing work, everyone will continue to enjoy the May Day holiday, have a good rest, and eat meat together after the holiday!
Tired of becoming a dog every day, or insist on sharing updates with everyone, such a hard dragon, can you not give a like to encourage it, this request is not too much~ Can you get to 4888 likes, on behalf of everyone all the way!