Today, Hong Kong education stocks rose again, thinking music once pulled up more than 16% in intraday trading, New Oriental Education & Technology Group rose nearly 7% at the beginning of the online session, and the share price has doubled within a month. But the performance of Internet leading companies is poor. As of 10:00, Meituan and JD.com fell more than 3%, NetEase, Inc fell 6%, and Hang Seng Internet ETF (513330) fell 0.96%. The layout of capital bargain-hunting fell and bought more and more, with a net inflow of 480 million yuan yesterday and a total net inflow of 1.13 billion yuan in nearly 5 days. The Hang Seng Technology Index ETF (513180) has a net inflow of more than 430 million yuan in the past five days.

Ping an Securities said in its latest monthly report on Hong Kong stock strategy in December that from an one-month point of view, we believe that although Hong Kong stocks face a lot of internal and external uncertainties, on the basis of the substantial decline in the previous period, the price-to-book ratio of the Hang Seng Index fell below 1.1 again, closing at only 1.07 on November 26, and there will be no less structural opportunities for Hong Kong stocks in December, but considering the increased uncertainty of the epidemic. Our monthly strategy is "both offensive and defensive", and we recommend paying attention to prosperous consumption and medical opportunities. Consumption pays attention to "self-pleasing" consumption such as tide play, medicine pays attention to related categories of epidemic prevention and control, and Internet game leaders can also pay attention to it appropriately.