Editor's note:“This Week's Bullish Stocks in Hong Kong and the US”The section closely follows market trends every week, takes stock of the weekly performance of the Hong Kong and US stock markets, helps bulls sort through the week's hot sectors, strong individual stocks, and major news, and find profitable investment topics.
The three major indices of Hong Kong stocks have surged in volume this week, and the “beef flavor” is getting stronger. As of Friday's close, the Hang Seng Technology Index had a cumulative increase of 13.43% this week to close at 3718.27 points; while the Hang Seng Index and the State-owned Enterprises Index both rose for five consecutive days, rising 8.80% and 9.10% during the week, respectively, to close at 17651.15 points and 6269.76 points.
CITIC Construction Investment pointed out in its research report that the core driving force behind the recent rise in Hong Kong stocks comes from financial improvements. Last year, the systematic outflow of foreign capital put pressure on the Hong Kong stock market, but recently the focus of foreign investment in the Asia-Pacific region has shifted from Japan to Hong Kong stocks, which has significantly increased the liquidity of Hong Kong stocks. At the same time, under the dual incentives of favorable policies and high dividend returns, the inflow of capital to the south has increased dramatically, further consolidating the upward trend in Hong Kong stocks.
Among them, the one with the most impressive gains in Hong Kong stocks this week$SENSETIME-W (00020.HK)$Since the launch of the “Daily New 5.0” model with 600 billion parameters attracted market attention, Shangtang increased by 105%, the biggest increase in a single week since launch.
According to reports, Shang Tang's newly launched Nichi-Nisshin 5.0 version has significantly improved its abilities in the fields of language, knowledge, reasoning, mathematics, code, etc., reaching or surpassing GPT-4 Turbo in mainstream objective evaluations. Based on the commercial performance of generative AI and the technical advantages recently shown by Nisshin 5.0, BOC Securities, Guojin Securities, SDIC Securities, Haitong Securities, etc. are all optimistic about Shangtang's future market performance, giving Shang Tang positive ratings such as “buy” and “better than the market.”
Major merger detonates stock prices! It is proposed to acquire more than 90% of Minsheng Securities's shares.$GUOLIAN SEC (01456.HK)$The sword refers to 100-billion-level brokerage firms, and the stock price skyrocketed 25% in one day.
At a time when brokerage stocks are facing favorable policy expectations, Guolian Securities issued an announcement last night stating that the company is planning to acquire control of Minsheng Securities Co., Ltd. and raise supporting capital by issuing A-shares.
The State Council recently issued a report proposing that the proportion of state-owned financial capital in banking, insurance, securities and other industries should be adjusted in due course, and that efforts should be concentrated on building a “national team” for the financial industry.
Science Network stocks took the lead, supporting the sharp rise of the Science Index! Among them,$KUAISHOU-W (01024.HK)$The boom continued, rising more than 27% during the week.$BILIBILI-W (09626.HK)$This week's increase was over 22%.
Guotai Junan believes that considering existing policy support in some fields and buybacks from companies such as Tencent and Ali, the Internet's low valuation and overly pessimistic risk premiums will usher in a major recovery. Furthermore, leading Internet companies continue to increase their investment in the AI field and have made effective progress, and profit expectations are expected to improve.
On the other hand, the weakest performing stocks this week are as follows:
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