消息面上，晶泰科技QUANTUMPH-P获纳入恒生综合指数和恒生沪深港通大湾区综合指数，本次调整将在9月9日正式生效，中金预计公司有望纳入港股通。值得注意的是，晶泰科技为特专科技上市新规(18C)自2023年3月31日推出以来、第一家通过这一规则上市的科技企业。Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantThis week's bullish stocks in Hong Kong and the US stock markets.This section closely follows market trends every week, reviews the weekly performance of the Hong Kong and US stock markets, and helps mooers sort out the hot sectors, strong individual stocks, and major news of the week, looking for investment themes with profit potential.
This week, the Hong Kong stock market failed to continue its previous upward trend, with all three major indices closing lower. Among them, the Hang Seng Index fell by 3.03%, closing at 17,444.3 points; the Hang Seng Tech Index fell by 2.04%, closing at 3,487.8 points; the Hang Seng China Enterprises Index fell by 3.56%, closing at 6,105.54 points.
In terms of specific individual stocks, the "18C first stock"$QUANTUMPH-P (02228.HK)$This week surged nearly 80%, the stock has more than doubled since August, and continuously hit historical highs.
In terms of news, Crystal Technology QUANTUMPH-P was included in the Hang Seng Composite Index and the Hang Seng Stock Connect Greater Bay Area Composite Index. This adjustment will officially take effect on September 9th. CITIC Securities predicts that the company is expected to be included in the Hong Kong Stock Connect. It is worth noting that Crystal Technology is the first technology company to go public under the listing rules for innovative and technology companies (18C) since its launch on March 31, 2023.
In addition, Jingtai Technology stated that the company has made significant business progress in the development of new materials empowered by artificial intelligence and automation. In August 2024, Jingtai Technology signed a strategic research and development cooperation agreement with Xinjiang GCL Energy Co., Ltd. The expected amount of research and development service fees to be paid by Xinjiang GCL Energy Co., Ltd. to Jingtai Technology will exceed 0.135 billion US dollars (about 1 billion yuan).
China Resources Gas rose nearly 12% this week, with a significant increase in mid-term dividends, listed as Citigroup's preferred stock for domestic utilities.
Bocom International released a research report pointing out that China Resources Gas' core profit in the first half of the year increased by 21% to 3.46 billion Hong Kong dollars, exceeding the bank's forecast of 8%. The retail gas division contributed the most to the profit growth, and the mid-term dividend increased by 67% year-on-year to HKD 0.25 per share, which was a surprise.
In addition, Citigroup recommends paying attention to stocks with high dividend yields, clear profit prospects that are not dependent on the macro economy for high growth, as well as stocks with price catalysts and high export contributions. In terms of sectors, the bank's preferred stocks include CR Gas (01193.HK), Cheung Kong (01038.HK), Goldwind Science & Technology (02208.HK), and Runhe Electric (00836.HK), etc.
Great Wall Motor's sales in August set another record! Leapmotor Auto rose over 9% this week, and GTJA predicts that its car sales will remain strong in the coming months.
Leapmotor Auto (09863) has become the third domestic "new force in car manufacturing" with monthly sales exceeding 0.03 million. The company achieved another record-breaking performance in August 2024, with an annual increase of 113.6% in August deliveries to 30,305 vehicles. The company's car sales have hit a new historical high for four consecutive months. GTJA believes that Leapmotor Auto's sales will remain strong in the coming months. Taking into account the company's strong car sales and the increased shareholding by major shareholders, GTJA maintains a "buy" investment rating for the company with a target price of HKD 36.00 per share.
In addition, a report from the China Securities Association pointed out that the half-year report shows a boom in the production and sales of new energy vehicles, and the industry maintains steady growth, with revenue growth exceeding 20% and net profit growth exceeding 30%, benefiting companies throughout the industry chain. Hong Kong-listed companies in the automotive industry have shown strong gross profit performance, with a shift in growth drivers and divergent performance in the car market, with the performance of some large listed companies significantly better than expected.
The brokerage sector has seen another wave of super mergers and the sentiment of brokerage stocks has rebounded! GF Securities rose over 8% this week, and Haitong Securities rose over 5%.
CITIC Securities said that GuoJun Haitong's merger is the first top-level institution merger case in this round of the industry cycle, and it is also the first IPO securities company merger case in the industry, which responds to the macro direction of the country to build a first-class investment bank and promote the high-quality development of the industry. It is expected to significantly change the industry's competitive landscape in the long term and open up space for subsequent mergers and reorganizations in the securities industry. It is recommended to recommend securities companies with the same ultimate controller and securities companies with a high possibility of subsequent market-oriented mergers.
On the other hand, the following stocks performed weakly this week:
Editor/Emily
