Futu Information on February 1 | the three major indexes of Hong Kong stocks continued to rise in the afternoon. The Hang Seng Technology Index rose 3.37%, leading the main index higher, while the Hang Seng Index was relatively moderate, closing up 1.05% and up more than 200 points.
By midday's close, Hong Kong stocks were up 1409, down 555 to close flat at 1013.
The specific industry performance is shown below:
In terms of the plate, science and Internet stocks are stronger, Baidu, Inc. is up nearly 9%, Bilibili Inc. and Kuaishou Technology are up more than 4%, Meituan is up more than 3%, JD.com is up nearly 3%, BABA is up more than 2%, and Tencent is up nearly 1%.
Auto stocks rose strongly, with XPeng Inc. up more than 10%, Li Auto Inc. up more than 9%, Byd Company Limited and NIO Inc. up more than 6%, and Great Wall Motor more than 5%.
Gaming stocks rose in the afternoon, Melco International Development and MGM China rose by more than 4%, Galaxy Entertainment and Wynn Macau rose by more than 3%, and SJM Holdings rose nearly 2%.
Biotechnology concept stocks rose collectively, Tengsheng Bo medicine rose nearly 16%, Yasheng medicine rose more than 10%, Genscript Biotech Corporation, clover biology rose nearly 7%.
Shipping stocks strengthened again, with SITC International Holdings up more than 7%, Pacific Shipping up nearly 7%, COSCO Shipping Holdings up more than 6%, Cosco Haineng and Orient Overseas up more than 5%.
The three-child concept stock soared, Baoshu Group rose more than 62%, Aidi Palace rose more than 6%, and Jinxin Reproductive rose nearly 4%.
Individual stocks$BIDU-SW (09888.HK)$Up nearly 9%, the agency said that NLP head manufacturers were the first to benefit from the rapid development of AI technology.
$GCL TECH (03800.HK)$With an increase of more than 11%, domestic photovoltaic installations are expected to continue the high growth trend this year.
$KUAISHOU-W (01024.HK)$Rose more than 4%, Macquarie raised the target price to HK $90.6.
$BRII-B (02137.HK)$Biotech stocks rose nearly 16% as the market looked forward to a recovery in drug sales and a more moderate regulatory attitude.
$Meitu, Inc. (01357.HK)$It rose by more than 20% to a new high of more than one and a half years, and its products have the function of AI painting.
Today's turnover of Hong Kong shares TOP20
Hong Kong stock exchange fund
As for Hong Kong Stock Connect, Hong Kong Stock Connect (southbound) sold a net of HK $2.029 billion today.
Institutional viewpoint
Macquarie: raise the profit forecast for Kuaishou Technology and raise the target price to HK $90.60.
Macquarie published a research report that$KUAISHOU-W (01024.HK)$Driven by advertising and the realisation of live e-commerce, it reiterated its positive view on its growth prospects, and the group's revenue is expected to return to growth this year. Due to the overseas growth strategy of cost improvement and rationalization, the bank expects the group's revenue this year to be 106 billion yuan, an annual growth of 14%, and an adjusted net income of 2 billion yuan, breaking even. The bank cut its 2022 net loss forecast by 21 per cent to Rmb6.1 billion and raised its 2023 earnings forecast by 37 per cent to Rmb2.1 billion to reflect higher advertising and live broadcast revenues and lower costs, maintaining the group's "outperform" rating and raising its target price by 23 per cent to HK $90.60.
UBS: China Longyuan Power Group Corporation's performance last year fell short of market expectations, but reiterated his rating as the buying target price of HK $16
UBS issued a research report that$CHINA LONGYUAN (00916.HK)$Issued last year's performance guidance, lower than market expectations. The group issued a performance warning that the net profit for fiscal 2022 is expected to be 4.4 billion to 5.2 billion yuan, down 30 to 40 per cent from 7.4 billion yuan in 2021. Based on the current limited information and hypothetical impairment of 1.5 billion yuan, the bank estimates that recurrent items in fiscal year 2022 will be between 5.9 billion and 6.7 billion yuan, or the midpoint is 6.3 billion yuan, 5 per cent lower than the market expectation of 6.9 billion yuan. The bank believes that the turbine replacement plan should benefit the group in the long run, as larger turbines will be more efficient. The bank reiterated China Longyuan Power Group Corporation's buy rating with a target price of HK $16.
HSBC Research: bank of Hong Kong prefers BOC Hong Kong (Holdings) Limited and is also optimistic about Hong Kong Exchanges and Clearing
According to a research report issued by HSBC, the loan balance of the Bank of Hong Kong fell 0.8 per cent month-on-month in December last year, causing the loan balance for the whole of last year to fall by 3 per cent to 10.6 trillion yuan on an annual basis, while the net interest yield of the Bank of Hong Kong may expand sharply in the second half of last year and remain at this high level this year. However, the sharp decline in HIBOR since the beginning of the year may trigger the first consecutive monthly decline in net interest yields at the beginning of the year. The bank believes that the Hong Kong banking sector will continue to be driven by the recovery in confidence in the local economy and customs clearance between Hong Kong and the mainland, and that there is expected to be an upward risk in fee income this year due to increased capital market activity as a result of the risk of improved acceptance. Among Hong Kong bank stocks, the bank prefers$BOC Hong Kong (Holdings) Limited (02388.HK)$At the same time, it is also optimistic$HKEX (00388.HK)$。
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