Stock opportunities tracking | 33 stocks including Alibaba officially included in stocks connect today, guotai junan i will resume trading today

Futu News · Sep 9 17:23

港股要闻

1）公司要闻

$阿里巴巴-W (09988.HK)$：公司于香港联交所买卖的普通股已经获纳入沪港通和深港通，于2024年9月10日生效。获纳入后，中国大陆的合资格投资者将能够直接交易阿里巴巴集团的普通股。

$国泰君安国际 (01788.HK)$ ：拟于2024年9月10日(星期二)上午九时起恢复买卖公司股份。

$龙湖集团 (00960.HK)$：前8月累计合同销售651.4亿元，8月销售额65.1亿元。

$中国金茂 (00817.HK)$：前8月累计合同销售563.96亿元，8月销售额61.96亿元。

$中原建业 (09982.HK)$：前8月累计在管项目合同销售90.97亿元，同比减少46.4%；8月销售额9.77亿元。

$民生国际 (00938.HK)$：上一财年取得收入1.27亿港元，同比减少7.6%；亏损5.52亿港元，同比扩大14.27%。主要由于集团物业管理服务以及装修及装饰服务所致。

$石药集团 (01093.HK)$：开发的抗肿瘤药阿瑞匹坦注射液获批上市。该产品是该集团纳米制剂技术平台的第7个上市产品，本次获批将进一步丰富集团抗肿瘤相关治疗领域的产品线。

$中兴通讯 (00763.HK)$：5月9日至9月9日期间，共认购9笔广发银行理财产品，认购金额合计为61亿元人民币；公司及附属公司中兴康讯共认购6笔$杭州银行 (600926.SH)$理财产品，认购金额合计为70亿元人民币。

$捷利交易宝 (08017.HK)$：8月新增机构客户数量3个;注册用户数量82.22万户，同比增加4.2%；打新记用户数量10.34万股，同比增加3.9%。

$恩达集团控股 (01480.HK)$：附属拟收购两家公司涉及制造及销售印刷电路板。

2）回购动态

$腾讯控股 (00700.HK)$：斥资10.03亿港元回购272万股，回购价365.4-371.2港元。

$美团-W (03690.HK)$：斥资5亿港元回购421.95万股，回购价117.4-120港元。

$友邦保险 (01299.HK)$：斥资约6123.36万港元回购股份113万股，回购价53.85-54.9港元。

$快手-W (01024.HK)$：斥资约5361.13万港元回购135.97万股，回购价39.20-40.00港元。

$安踏体育 (02020.HK)$：斥资4991.1万港元回购67.48万股，回购价73.55-74.20港元。

热点聚焦

周一，美股三大指数集体收涨超1%

昨夜今晨，上周经历过去一至两年半“最大单周跌幅”的美股三大指数齐齐收涨，投资者们逐渐从上周的就业数据中走出，开始将目光转向本周的CPI数据和美国大选辩论。

截至收盘，标普500指数涨1.16%，报5471.05点；纳斯达克指数涨1.16%，报16884.6点；道琼斯工业指数涨1.2%，报40829.59点。

哈里斯、特朗普首次直面辩论，市场最关心什么？

预计辩论将聚焦在国内经济政策上，哈里斯和特朗普可能会在通胀、关税、税收等方面产生冲突。广发证券表示，双方政策主张差异较大的部分（如企业税政策、能源政策）对相关行业在不同情形下的影响差异，是金融市场区分“特朗普交易”和“哈里斯交易”相对最明朗的部分。

阿里巴巴、顺丰同城、云音乐等33股获调入港股通，9月10日起生效

沪深交易所发布公告，因恒生综合大型股指数、中型股指数、小型股指数实施成份股调整，港股通标的证券名单发生调整并自2024年09月10日起生效。调入阿里巴巴、知行汽车科技、顺丰同城、云音乐、知行汽车科技、东阳光长江药业、九兴控股、汽车街、茶百道、万物云、阳光保险等33只股票。

美股比特币ETF创最长净流出记录，8天12亿美元！

在截止9月6日的8天内，投资者总共从12只ETF中撤出了近12亿美元。分析认为，如果特朗普和民主党候选人副总统哈里斯周二的辩论引发市场波动，对期权对冲的需求将会增加。

恒指夜期收盘

截至9月10日， $恒指当月期货 (HSIcurrent.HK)$ 收报17216点，上涨62点或0.36%，高水19点，未平仓合约总数为122587张。

恒指牛熊证

截至9月10日，恒指最新的牛熊街货比例为71:29。

恒指牛熊证街货分布图中的数据显示，熊证街货重货区在17600-17699区间，该区间最新熊证数量为608张，较上一交易日增加441张；最多新增在相同区间。

牛证街货重货区在16700-16799区间，该区间最新牛证数量为1347张，较上一交易日增加748张；最多新增在16800-16899区间，该区间最新牛证数量为1307张，较上一交易日增加772张。

编辑/emily

Hong Kong Stock Market News:

1) Company News

$BABA-W (09988.HK)$The company's common stocks traded on the Hong Kong Stock Exchange have been included in the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect, which will take effect on September 10, 2024. After inclusion, qualified investors from mainland China will be able to directly trade Alibaba Group's common stocks.

$GUOTAI JUNAN I (01788.HK)$ Trading of the company's shares is scheduled to resume from 9:00 am on Tuesday, September 10, 2024.

$LONGFOR GROUP (00960.HK)$The cumulative contract sales for the first 8 months amounted to 65.14 billion yuan, with August sales reaching 6.51 billion yuan.

$CHINA JINMAO (00817.HK)$Cumulative contract sales in the first 8 months were CNY 56.396 billion, with sales of CNY 6.196 billion in August.

$CENTRALCHINA MT (09982.HK)$Cumulative contract sales of managed projects in the first 8 months were CNY 9.097 billion, a decrease of 46.4% compared to the same period last year; sales in August were CNY 0.977 billion.

$MAN SANG INT'L (00938.HK)$In the previous fiscal year, revenue was HKD 0.127 billion, a decrease of 7.6% compared to the previous year; losses were HKD 0.552 billion, an increase of 14.27% compared to the previous year. This was mainly due to the group's property management services and decoration services.

$CSPC PHARMA (01093.HK)$The developed anti-tumor drug Aripiprazole Injection has been approved for listing. This product is the 7th product listed on the group's nanomaterials technology platform, and this approval will further enrich the group's product line in the field of anti-tumor treatment.

$ZTE (00763.HK)$From May 9th to September 9th, a total of 9 GF Bank wealth management products were subscribed, with a total amount of 6.1 billion RMB; the company and its subsidiary ZTE Kangxun collectively subscribed to 6.$Bank Of Hangzhou (600926.SH)$wealth management products, with a total subscription amount of 7 billion RMB.

$TRADEGO (08017.HK)$In August, the number of new institutional clients increased by 3; the number of registered users was 0.8222 million households, a year-on-year increase of 4.2%; the number of IPO users was 0.1034 million shares, a year-on-year increase of 3.9%.

$YAN TAT GROUP (01480.HK)$The subsidiary plans to acquire two companies involved in the manufacturing and sales of printed circuit boards.

2) Repurchase Dynamics

$TENCENT (00700.HK)$Spending HKD 1.003 billion to repurchase 2.72 million shares at a repurchase price of HKD 365.4-371.2.

$MEITUAN-W (03690.HK)$Spending HKD 0.5 billion to repurchase 4.2195 million shares at a repurchase price of HKD 117.4-120.

$AIA (01299.HK)$Spending approximately HKD 61.2336 million to repurchase 1.13 million shares at a repurchase price of HKD 53.85-54.9.

$KUAISHOU-W (01024.HK)$It spent about 53.6113 million Hong Kong dollars to repurchase 1.3597 million shares at a repurchase price of 39.20-40.00 Hong Kong dollars.

$ANTA SPORTS (02020.HK)$It spent 49.911 million Hong Kong dollars to repurchase 0.6748 million shares at a repurchase price of 73.55-74.20 Hong Kong dollars.

Focus on hotspots:

On Monday, the three major indexes of the US stock market collectively rose by over 1%.

Last night and this morning, the three major indexes of the US stock market, which experienced the largest single-week decline in the past one and a half to two years last week, all closed higher. Investors gradually moved on from last week's job data and began to focus on this week's CPI data and the US election debate.

By the close, the S&P 500 index rose by 1.16% to 5471.05 points; the Nasdaq index rose by 1.16% to 16884.6 points; the Dow Jones Industrial Average rose by 1.2% to 40829.59 points.

What do the market care most about in the first face-to-face debate between Harris and Trump?

The debate is expected to focus on domestic economic policies, and Harris and Trump may clash on issues such as inflation, tariffs, and taxes. GF Sec indicated that the differences in policy positions between the two parties, such as corporate tax policies and energy policies, have the most significant impact on related industries under different circumstances. This is the most transparent way for the financial market to distinguish between the "Trump Trade" and the "Harris Trade".

Alibaba, SF Express, Netease Cloud Music and 33 other stocks have been included in the Hong Kong Stock Connect, which will take effect on September 10th.

The Shanghai and Shenzhen Stock Exchanges have announced that the Hang Seng Composite LargeCap Index, MidCap Index, and SmallCap Index will undergo adjustments to their constituent stocks, and the list of securities in the Hong Kong Stock Exchange will be adjusted accordingly, effective September 10th, 2024. Alibaba, Zingde Auto Technology, SF Express, Netease Cloud Music, Zingde Auto Technology, HEC CJ Pharm, Stella Holdings, Auto Street, Chain100, AllthingsCloud, Sunshine Insurance, and 33 other stocks have been included.

The US Bitcoin ETF has seen the longest net outflow on record, with $1.2 billion over 8 days!

In the 8 days leading up to September 6th, investors withdrew nearly 1.2 billion USD from a total of 12 ETFs. Analysts believe that if the debate between President Trump and Democratic vice presidential candidate Harris on Tuesday causes market volatility, the demand for options hedging will increase.

At the close of the night session of July 27th,

As of September 10th, $HSI Futures Current Contract (HSIcurrent.HK)$ Closing at 17,216 points, up 62 points or 0.36%, with a high of 19 points. The total number of open contracts is 122,587.

Hang Seng Index Bull & Bear Certificates

As of September 10th, the latest bull-bear street goods ratio of Hang Seng Index is 71:29.

The data in the bull-bear certificate street goods distribution chart of Hang Seng Index shows that the heavy bear goods area is in the range of 17,600-17,699, with the latest number of bear certificates in this range being 608, an increase of 441 from the previous trading day; the most new additions are in the same range.

The heavy bull goods area is in the range of 16,700-16,799, with the latest number of bull certificates in this range being 1,347, an increase of 748 from the previous trading day; the most new additions are in the range of 16,800-16,899, with the latest number of bull certificates in this range being 1,307, an increase of 772 from the previous trading day.

Editor/Emily

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

港股机会追踪 | 阿里等33只股票今日正式纳入港股通，国泰君安国际将于今日复牌