Futu Information on August 4 | the three major indexes of Hong Kong stocks collectively closed higher, with the Hang Seng Index up 2.06%, the Hang Seng Index up 3.18%, and the State-owned Enterprises Index up 2.12%.

As of the close, Hong Kong stocks rose 1225, fell 569, and closed flat at 1110.

The specific industry performance is shown below:

In terms of plates, science and Internet stocks are strong throughout the day.Tencent rose by over 3%, BABA by more than 5%, JD.com by more than 5%, Baidu, Inc. by more than 4%, Meituan by more than 3% and Bilibili Inc. by nearly 6%.

Internet medical stock is eye-catchingAlibaba Health Information Technology rose by more than 5%, JD Health by more than 3% and Zhongan Online by more than 4%.

Semiconductor stocks are among the top gainersSemiconductor Manufacturing International Corporation rose by more than 3%, Hua Hong Semiconductor by nearly 5%, Shanghai Fudan by 7% and ASM Pacific by more than 1%.

Tobacco concept stocks strengthenBYD Electronic rose by more than 9%, Smoore International Holdings Limited by more than 3%, and Huabao International by more than 1%.

Education stocks roseNew Oriental Education & Technology Group online rose nearly 9%, Tianli International Holdings rose nearly 7%, hope that education will rise by more than 3%, and thinking music education will rise by more than 12%.

Catering stocks are on the rise.Yum China-S is up nearly 2%, 99 Mao is up nearly 4%, Haidilao International Holding is up nearly 2%, and Helen is up 6%.

Other aspectsTourism, battery, beer, automobile, medicine and other sectors all rose, while military industry, shipping, oil, precious metals and other sectors fell.

Individual stocks$Meituan-W (03690.HK) $It's up more than 3%.Taking into account the recovery in consumption at the end of the second quarter, the increasingly benign competitive environment and Meituan's cost optimization efforts, the bank believes that the market forecast for second-quarter results will be raised, according to a research report. It is also believed that Meituan's performance will still show clear visibility in order to seize the opportunity for China's consumption recovery after the epidemic in the second quarter.

$Sunny Optical Technology (02382.HK) $It's up more than 6%.Guo Mingyi, an analyst at Apple Inc, previously said that Sunny Optical is the largest supplier of 7p lenses for iPhone 14 series wide-angle cameras, with a supply proportion significantly exceeding that of Da Liguang, Yujingguang and the market consensus.

$Smoore International Holdings Limited (06969.HK) $It's up more than 3%.Smoore International Holdings Limited announced that on August 3, 2022, two other wholly-owned subsidiaries of the company, Shenzhen McWeill Technology Co., Ltd., and Shenzhen McBrother Technology Co., Ltd. received a tobacco monopoly production enterprise license issued by the Tobacco Monopoly Bureau. The validity period is from July 25, 2022 to July 31, 2023.

$Geely Automobile (00175.HK) $It's up more than 3%.News side, this morning, Geometry Automotive, Geely's new energy brand, announced that Geometry held hands with Huawei Hongmeng system to "empower new cars and create a new intelligent ecology."

$New Oriental Education & Technology Group online (01797.HK) $Up nearly 9%.Everbright predicts that the Oriental selection platform is expected to contribute about 16-2.3 billion yuan in revenue to New Oriental Education & Technology Group online in fiscal year 2023.

$Aikang Medical (01789.HK) $It rose by more than 14%.According to the latest data from Arterial Network, in June, there were 43 financing events in the domestic medical device sector, with a total financing of US $940 million, a sharp increase of 252% from the previous month. Institutional comments point out that the short-term market is more pessimistic about the equipment collection, and the stable growth of undervalued needs to be paid attention to.

Hong Kong stock exchange fund

As for Hong Kong Stock Connect, there was a net inflow of HK $967 million from Hong Kong Stock Connect (southbound) today.

Today's turnover of Hong Kong shares TOP20

Message surface

IDC: the public cloud market of China's big data platform reached 3.37 billion yuan in 2021, an increase of 53.8% over the same period last year.

According to IDC, the public cloud market for China's big data platform was 3.37 billion yuan in 2021, an increase of 53.8 percent over the previous year. The market pattern is relatively concentrated, with Aliyun taking the first place in the market, Amazon Cloud Technology and Huawei Cloud ranking second and third respectively, and Tencent Cloud ranking fourth. The top four manufacturers together account for 81.7% of the market share. The remaining market share is composed of Baidu, Inc. Intelligent Cloud, Microsoft Corp Azure, Jingdongyun and so on. With the obvious growth of the amount of data and the improvement of manufacturers' real-time requirements for business, from data management to data application, enterprises pay more and more attention to data analysis.

China Port Association: container throughput of eight coastal hub ports increased by 26.8% in late July compared with the same period last year.

According to the China Port Association on August 4, in late July, the China Port Association monitored that the cargo throughput of key coastal hub ports increased by 18.5% compared with the same period last year, further accelerating the growth rate compared with the previous period. Of this total, foreign trade increased by 12.7% over the same period last year, and domestic trade increased by 23.93% over the same period last year. The port throughput of the Yangtze River hub increased by 35.6% over the same period last year, and containers increased by 12.5% compared with the same period last year.

Southern Administration of State Energy Administration: guidelines on Grid connection of distributed Photovoltaic Power Generation projects in Guangdong, Guangxi and Hainan provinces

The Southern Regulatory Administration of the State Energy Administration issued the guidelines on Grid connection of distributed Photovoltaic Power Generation projects in Guangdong, Guangxi and Hainan provinces, soliciting opinions. The guidelines are applicable to distributed photovoltaic power generation projects connected to the distribution networks of Southern Power Grid in Guangdong, Guangxi and Hainan provinces. Distributed photovoltaic power generation refers to the photovoltaic power generation facilities built and operated in or near the user's site, which is characterized by spontaneous self-use on the user side, surfing the excess electricity on the Internet and adjusting the balance in the distribution network system. It includes household photovoltaic projects and industrial and commercial distributed photovoltaic power generation projects. According to the consultation draft, power grid enterprises should provide convenient and efficient services for distributed photovoltaic grid connection in accordance with the principles of simplifying work flow, shortening service time limit and improving service efficiency. Power grid enterprises should provide "one-stop" management services, expand online and offline grid-connected service channels, and expand "tolerance and acceptance" and other forms of management.

State Market Regulatory Administration: recall more than 380,000 vehicles in July

The State Administration of Market Supervision and Administration issued 16 recalls involving a total of 42 models, while the total number of recalled vehicles reached 386100, up from about 230000 in May and June. With the gradual popularization of new energy vehicles, the problems of new energy vehicles have not only stayed in the power system, electric drive function and other aspects, including assembly, functional design and even software may become the cause of recall. In July, a total of 112421 new energy vehicles were recalled, accounting for nearly 30% of the total.

Institutional viewpoint

CITIC: continuously recommend opportunities for localization of semiconductor equipment and components

CITIC research newspaper pointed out that at present, it is in the stage of great change in the global semiconductor supply chain. on the one hand, under the background of increasing policy subsidies in various countries, capacity expansion continues to increase, and equipment enterprises benefit significantly under the tide of production expansion; on the other hand, under the background of imposing external restrictions, supply chain security has been paid more attention, and local equipment and material parts suppliers have received more local demand, resulting in a continuous increase in their share. We believe that Chinese mainland has the most extensive advantages in electronic manufacturing, terminal brands and market demand in the world, and the transfer of the upstream supply chain driven by downstream demand conforms to the trend of history. on the one hand, China still has a full basis for cooperation with overseas manufacturers in the field of mature processes, emphasizing commercial win-win results; on the other hand, from the supply chain security considerations, it is expected to accelerate the research and development and verification of domestic equipment and components. It is suggested that we should pay attention to the development opportunities of equipment and parts under the trend of localization.

Macquarie: maintaining ideals$Li Auto Inc.-W (02015.HK) $Outperform the market rating, with the target price rising to HK $142.6

Macquarie released a research report that maintains Li Auto Inc.-W (133.6, 1.30,0.98%) (02015) "outperform market" rating, forecasts that car sales will be the highest in the industry in the second half of 2022, with the target price rising from HK $126.3 to HK $142.6, and the valuation is expected to be higher than that of the industry. In addition, the company's annual revenue forecast was lowered by 3%, and the net profit forecast was lowered by 11%.

Xiaomo: maintain$HSBC Holdings PLC (00005.HK) $Increase the rating and raise the target price to HK $70

Xiaomo released a research report saying that in order to maintain HSBC Holdings PLC's "overweight" rating, its model forecast should be updated in the second quarter of this year, raising the adjusted earnings per share forecast for 2022-24 by 11%, 13%, 4%, reflecting more interest rate increases driving net interest income growth, with the target price raised from HK $65 to HK $70.

Bank of America Securities: downgrade$Bilibili Inc.-SW (09626.HK) $The target price is 394 yuan, and the expected performance in the next quarter is in line with expectations.

Bank of America Securities issued a report that Bilibili Inc.-SW business will gradually recover, the second quarter results are expected to be in line with expectations, the number of monthly active users will grow by 26% to 298 million, user participation will remain at the high level of the first quarter. The bank believes that Bilibili Inc. 's advertising business is expected to rebound in the second half of the year, rising by more than 20 per cent year-on-year, thanks to demand from game advertisers brought about by the resumption of game approval and an increase in advertising brought about by the new business story model. as a result, revenue forecasts for this year have been slightly raised, while revenue forecasts for 2023 and 2024 have fallen by 3 to 4 per cent due to the macro environment and the challenges of the gaming industry.

Guoxin Securities: maintain$Meituan-W (03690.HK) $Buy rating, high barriers to store business

Guoxin Securities released a research report that maintains Meituan-W "buy" rating and continues to recommend. At the initial stage, the company adhered to service group buying, paying attention to user experience, and adopted the scientific decision-making method of "opening the city while settling accounts". At the same time, it paid attention to the use of science and technology to improve efficiency, gradually opening the gap with Nuomi.com and word-of-mouth competitors supported by the Internet giant. The bank believes that its business barriers to stores are high, and its position as an industry leader is still unshakable.