[Jinri Toutiao]

Mr ou Guansheng, chief executive of HKEx: HKEx will continue to invest in diversified businesses in the future

Europe Guansheng, chief executive of HKEx (00388), said that according to the July-August data, the business may continue to be affected by the macro environment, but the long-term performance is still optimistic and will not change strategy due to individual monthly or quarterly performance. Revenue from core business fell 4% year-on-year last quarter, but the decline was relatively slight compared with market trading, mainly due to the group's active expansion of other businesses such as derivatives, and growth in exchange-traded funds, data, clearing and yuan products, Mr. ou said. European Champion Sheng stressed that he did not want to rely too much on individual businesses and would continue to invest in diversified businesses in the future.

[general trend]

Us stocks fell collectively. Hong Kong's ADR index rose 0.07%.

Overnight, by the close of trading, the Dow Jones industrial average fell 171.69 points, or 0.5%, to 33980.32; the standard & poor's 500 index fell 31.16 points, or 0.72%, to 4274.04; and the Nasdaq composite index fell 164.43 points, or 1.25%, to 12938.12. The ADR index of Hong Kong stocks rose to close at 19937 on a pro rata basis, up 14.69 points or 0.07 per cent from the close in Hong Kong.

[hot spot Prospect]

The comprehensive intensity of high temperature heat wave events in China has reached the strongest since 1961 and will be strengthened.

On August 17, the reporter confirmed from the National Climate Center that according to the center's recent monitoring and evaluation, taking into account the average intensity, scope of influence, and duration of high temperature heat wave events, the comprehensive intensity of regional high temperature events since June 13 this year has reached the strongest since 1961. After comprehensive research and judgment, the duration of this regional high temperature heat wave event in China will continue to be extended, and the comprehensive intensity will be further enhanced.

The continuous hot weather has scorched many provinces and cities across the country, and the sales of seasonal household appliances such as air conditioners, refrigerators and fans have exploded in an all-round way. According to the data of JD.com 's home appliances, during the 28-hour peak period of the "815th Anniversary", the turnover of air conditioners increased by more than 130% compared with the same period last year, and the turnover of fresh air conditioners increased by more than 4 times compared with the same period last year. At the same time, many users participated in the "trade-in" campaign to replace air conditioners, refrigerators and other products, and the number of trade-in orders increased by 170% compared with the same period last year. Household appliances belong to rigid demand, high temperature weather is the auxiliary cause, and consumption upgrading is the main focus. Related Hong Kong stocks include: TCL Electronics (01070), Hisense Home Appliances (00921), Haier Smart Home (06690), Skyworth Group (00751).

The problem of power shortage continues to ferment, involving the Hong Kong power sector: Huaneng International (00902), China Resources Power Holdings (00836), China Electric Power (02380), China Longyuan Power Group Corporation (00916) and so on.

Many places in Chongqing are in urgent need of drinking water! Anhui many places to start the "emergency response"! The three Gorges Reservoir opens the mode of "emergency water replenishment"

According to CCTV, due to the combined influence of continuous high temperature and low rainfall, the drought in the Yangtze River basin is developing rapidly. Sichuan, Chongqing, Hubei, Hunan, Anhui, Jiangxi and other six provinces and cities have affected 9.67 million mu of arable land, with 830000 people and 160000 head of livestock affected by drought and water supply.

In order to cope with the impact of high temperature and drought, the Yangtze River Water Conservancy Commission of the Ministry of Water Resources issued a dispatching order yesterday, dispatching the three Gorges Reservoir to replenish water to the middle and lower reaches of the Yangtze River from 12:00 on the 16th. According to preliminary estimates, the three Gorges Reservoir has increased its discharge and will supply about 500 million cubic meters of water to the middle and lower reaches of the Yangtze River in the next few days. Water shortage in a large area of the country has attracted attention from many water sectors involving Hong Kong stocks, including: China Water (00855), Taizhou Water (01542), China Everbright Water (01857), Xingyi Water (02281), Dianchi Water (03768), Yunnan Water (06839), drinking Water faucet NONGFU SPRING CO., LTD. (09633), Tibet Water Resources (01115) and so on.

China Evergrande New Energy Vehicle (00708) may be acquired to produce only 200cars in Tianjin factory for half a year.

Forty-three days after Hengchi 5 opened its pre-sale, a difficult problem was placed in front of China Evergrande New Energy Vehicle. A person familiar with the matter told Interface News that China Evergrande New Energy Vehicle, led by the government, may be acquired by another car company. (interface)

[individual stocks are sunny]

Tencent executive: Tencent's stock price and investment portfolio are seriously undervalued.

Tencent (00700) announced that the second-quarter net profit was 18.619 billion yuan, down 56% from the same period last year and 20% from the same period last year; the adjusted net profit was 28.139 billion yuan, down 17% from the same period last year; and the income was 134.034 billion yuan, down 3% from the same period last year and 1% from the previous year. By the end of the second quarter, the number of combined monthly active user accounts of Wechat and WeChat was 1.2991 billion, up 3.8% from the same period last year, and 0.8% month-on-month growth of 0.8%. The number of monthly active users of QQ mobile terminal was 568.7 million, down 3.8% from the same period last year and up 0.9% from the same period last year.

In a conference call after the release of Tencent's second-quarter results, Tencent executives said that Tencent's share price and portfolio were seriously undervalued. For investment and reduction decisions, Tencent has always focused on the rational allocation of funds. Tencent is very cautious in investment, will continue to invest, and will consider which targets to reduce their holdings. Tencent said that will consider reducing non-performing investments, the current book value of investment is very good, in the future will consider more forms to let shareholders return.

Tencent: the news reports about the sale of Meituan's shares are not accurate. Tencent chief strategy officer said: despite the substantial reduction of shares, the company has maintained a good relationship with JD.com and SEA. Even if the macro economy remains weak, the company will be able to return to year-on-year profit growth.