此外，机构表示，临近12月，投资者再度博弈经济刺激的预期，港股处于“低迷时憧憬政策带来反弹，高涨时政策预期落空带来调整”的震荡行情。尽管短期内港股面临一些利空因素，但政策预期改善，持续吸引资金入市。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 giantMonthly Hong Kong and US Bull and Bear StocksThis section closely follows market trends, takes stock of monthly performances in the Hong Kong and US stock markets, helps Mooers sort out hot sectors, strong individual stocks, and major news of the month, and seeks investment themes that can make money.
This month, the Hong Kong stock market has been fluctuating downwards. As of the market close, the hang seng index, technology index, and hang seng china enterprises index have fallen by 4.40%, 3.24%, and 4.37%, closing at 19243.61 points, 4353.55 points, and 6946.68 points respectively.
Looking at the hang seng index, it has dropped from 20506 points at the beginning of the month to below 19300 points on Friday. China Securities Co., Ltd. research reports suggest that in terms of allocation, caution remains the primary focus in the short term, with 19,000 points being a key level.ResistanceUnder the assumption of an overall fluctuating pattern, "gradually positioning on the left side during a downturn, and taking moderate profits on the right side during exuberance" seems to be an effective strategy.
In addition, institutions have indicated that as December approaches, investors are once again betting on expectations of economic stimulus. The Hong Kong stock market is experiencing a fluctuating situation of "hoping for a rebound from policies during gloomy times, and adjustments when policy expectations fail during bullish times." Despite facing some bearish factors in the short term, improved policy expectations continue to attract capital into the market. This month, the net buying amount of southbound funds exceeded 120 billion Hong Kong dollars, setting a nearly three-year high.
From the performance of individual stocks in the Hong Kong market, the performance of AI concept stocks is the most impressive.
The "AI+" business model has gained favor in the market, and concept stocks have risen accordingly!$MOBVISTA (01860.HK)$This month it has surged 300%, leading the bullish stocks in the Hong Kong market this month.$KINGSOFT CLOUD (03896.HK)$It has risen over 140%.$QUNABOX GROUP (00917.HK)$、$YIDU TECH (02158.HK)$All surged by over 50%,$JF SMARTINVEST (09636.HK)$A rise of nearly 47%.
Mobvista is currently a SaaS tool centered around advertising technology, smart marketing, AI, and cloud technology, with an increasingly完善 matrix, serving internet enterprises in over 130 countries and regions.
China International Capital Corporation published a research report indicating that Kingsoft Cloud announced a financing lease agreement with China Securities Co., Ltd. to accelerate investments related to AI infrastructure. Kingsoft Cloud also benefits from the increasing demand from Xiaomi and Kingsoft's ecosystem, expected to be the first to gain incremental resource demand from ecological customers' AI business布局.
China Securities Co., Ltd. pointed out that Qunabox Group is a leading provider of AI interactive marketing services in the country, primarily offering product marketing and incubation services targeting B-end fast-moving consumer brands. The company's growth is driven by innovation and technology, independently developing a soft and hardware matched AIoT marketing platform, providing platform-based services for the traditional fragmented brand 'distribution → feedback' demand scenarios, while also operating and converting C-end customers.
Yidu Technology announced that the company, as a leader in the domestic AI medical industry, continues to invest in artificial intelligence technology, particularly the research and commercialization of self-developed large language models in the medical vertical, and is promoting the implementation of AI in specific scenarios.
In 2024, jf smartinvest will launch a learning machine product that uses ai capabilities to provide features such as "smart investment advisory", "ai mind maps", and "ai notes" to help investors improve their learning efficiency.
Acquired by china mobile in a tender offer!$HKBN (01310.HK)$Increased over 40% this month, with stock prices reaching a year and a half high.
On the news front, the board of directors has received a non-binding proposal from the potential offeror china mobile hong kong, indicating a possible cash acquisition offer to acquire all of the company’s issued ordinary shares.
Entering the Middle Eastern market!$DALIPAL HLDG (01921.HK)$Cumulatively increased over 80% this month, will partner with Saudi Aramco to build a production base in the Middle East.
In terms of news, dalipal hldg announced that it has signed a letter of intent with Saudi Aramco's wholly-owned subsidiary, Salman King Energy City "SPARK", at the Abu Dhabi International Petroleum Exhibition, and both parties will sign a memorandum of understanding regarding the company's construction of basic production projects in SPARK.
On the other hand, the following stocks performed weakly this month:
Editor/ping
