Ten charts overview the trend of the US and Hong Kong stock markets: the Hang Seng Index rose nearly 6% in half a year; many stocks such as AMC and Kingsley doubled

富途資訊 · Jul 2, 2021 17:36

牛牛敲黑板：

美股三大指数上半年均录得两位数涨幅，恒指累涨近6%；
AMC、游戏驿站和富途控股位列美股市值100亿美元以上涨幅榜TOP 3，其中AMC涨超25倍；
港股涨幅第一名的行业是能源，日常消费表现最差；
市值200亿港元以上的港股中，有15只实现了翻倍，其中力劲科技累涨近9倍，开拓药业涨超5倍；
今年上半年，美股新股多只首日接近翻倍，港股新股中诺辉健康上市首日涨幅达215%。

新股

今年上半年，市值大于100亿美元的美股新股中雾芯科技上市首日大涨145.92%，Boss直聘涨95.45%。Roblox、Coupang等表现也较为优异。

上半年，市值大于100亿港元的港股新股中首日涨幅最大的新股是诺辉健康-B，首挂暴涨215%。快手-W、医渡科技紧随其后。

全球重要指数

上半年，全球主要指数表现中，中国台湾加权是涨幅最大的指数，累计涨幅达20.52%。俄罗斯RTS和法国CAC40紧随其后，上半年分别上涨19.19%和17.23%。

美股三大指数上半年均录得不错的涨幅，标普500、道琼斯工业、纳斯达克指数分别涨14.41%、12.73%、12.54%。

港股方面，恒指上半年累涨5.86%，位列全球主要指数涨幅榜第15，而恒生科技指数上半年累跌3.21%，表现落后。

A股方面，创业板指是领头羊，上半年累计涨了17.22%，居全球重要指数第4；上证指数和深证成指涨幅分别为3.4%和4.78%。

估值方面，截至6月30日，创业板整体估值（以滚动市盈率计）为63.11倍，位居全球主要股指首位。纳指、恒生科技指数估值为49.78倍和45.49倍，分别位列第四和第五。而恒生指数估值仅为13.53倍。

上半年，美股市值100亿美元以上的个股中，AMC、游戏驿站和富途控股位列涨幅榜TOP 3，分别累涨2573.58%、1036.62%和291.45%。

港股市场

据Wind数据，港股上半年涨幅第一名的是行业是能源，累计上涨36.75%。医疗保健涨27.38%紧随其后。此外，工业、公用事业、材料等涨幅居前。日常消费跌8.53%领跌。

上半年，市值200亿港元以上的港股个股中，有15只实现了翻倍，其中力劲科技累涨887%，开拓药业涨502%，四环医药涨305%，特步国际涨283%。而新东方和颐海国际上半年则双双腰斩。

陆港通

据Wind数据，北水今年上半年累计净流入港股4647亿港元。从增持幅度来看，康宁杰瑞制药-B获得北水9237%增持，股价今年迄今涨幅达52.64%。生物医药B类股占据前十的五席，其中获得北水2631%增持的诺诚健华-B今年已涨111.80%。

从减持幅度上来看，恒腾网络、创兴银行、东方海外国际、越秀地产在上半年遭北水减持的比例达80%以上，遭减持的个股涨跌不一，其中东方海外国际上半年涨幅最大涨151%，中国平安跌幅最大跌18.51%。

编辑/lydia、anita

Niuniu knocked on the blackboard:

The three major indexes of US stocks all recorded double-digit gains in the first half of the year, while the Hang Seng Index rose nearly 6%.
AMC, Game Station and Futu Holdings Limited ranked TOP 3 with a market capitalization of more than $10 billion, of which AMC rose more than 25 times
The industry with the largest increase in Hong Kong stocks is energy, with the worst performance in daily consumption.
Of the Hong Kong stocks with a market capitalization of more than HK $20 billion, 15 have doubled, of which Lijin Technology has increased nearly 9 times, and the pioneering pharmaceutical industry has increased more than 5 times.
In the first half of this year, many US new stocks nearly doubled on their first day, while Hong Kong's new stock Zhongnuohui Health rose 215% on its first day of listing.

New shares

In the first half of this year, new US stocks with a market capitalization of more than $10 billion rose 145.92 per cent on their first day of trading, and RLX Technology Inc. rose 95.45 per cent. Roblox, Coupang and other performance is also excellent.

In the first half of the year, the biggest first-day gain among Hong Kong stocks with a market capitalization of more than HK $10 billion was Nofie Health-B, which rose 215 per cent. Kuaishou Technology-W, Yidu Technology is not far behind.

Global important index

Among the world's major indices in the first half of the year, Taiwan weighted was the biggest gainer, with a cumulative increase of 20.52 per cent. Russia's RTS and France's CAC40 followed, rising 19.19 per cent and 17.23 per cent respectively in the first half.

The three major indexes of US stocks all recorded good gains in the first half of the year, with the S & P 500, Dow Jones Industrial average and NASDAQ up 14.41%, 12.73% and 12.54%, respectively.

In terms of Hong Kong stocks, the Hang Seng Index rose 5.86% in the first half, ranking 15th among the world's major indices, while the Hang Seng Technology Index fell 3.21% in the first half of the year, lagging behind.

In terms of A-shares, the gem index is the leader, rising 17.22% in the first half of the year, ranking fourth in the global important index, while the Shanghai Composite Index and Shenzhen Composite Index rose 3.4% and 4.78% respectively.

In terms of valuation, as of June 30, the overall valuation of the gem (in terms of rolling price-to-earnings ratio) was 63.11 times, ranking first in the world's major stock indexes. The Nasdaq and Hang Seng Technology Index are valued at 49.78 times and 45.49 times, ranking fourth and fifth respectively. The Hang Seng Index is valued at just 13.53 times.

In the first half of the year, AMC, Game Station and Futu Holdings Limited ranked TOP 3 among US stocks with a market capitalization of more than $10 billion, up 2573.58 per cent, 1036.62 per cent and 291.45 per cent, respectively.

Hong Kong stock market

According to Wind, the industry that led the rise in Hong Kong stocks in the first half of the year was energy, up 36.75%. Health care rose 27.38%, not far behind. In addition, industry, public utilities, materials and so on led the increase. Daily consumption fell 8.53%, leading the decline.

In the first half of the year, 15 Hong Kong stocks with a market capitalization of more than HK $20 billion doubled, including Lijin Technology by 887%, Development Pharmaceutical by 502%, Sihuan Pharmaceutical by 305% and Xtep International by 283%. New Oriental Education & Technology Group and Yihai International both halved in the first half.

Lu Gang Tong

According to Wind, net inflows into Hong Kong stocks totaled HK $464.7 billion in the first half of this year. From the point of view of the increase in holdings, Corning Jerry Pharmaceutical-B won 9237% increase in Beishui, and its share price has risen 52.64% so far this year. Biomedical class B stocks occupy the top five seats, of which Nuocheng Jianhua-B, which has increased its holdings by 2631% of Beishui, has risen 111.8% this year.

In terms of the extent of reduction, Hengteng Network, Chuangxing Bank, Orient Overseas and Yuexiu Real Estate were reduced by more than 80 per cent in the first half of the year, and the individual stocks that were reduced varied, with Orient Overseas's largest rise of 151 per cent in the first half of the year and Ping An Insurance's biggest drop of 18.51 per cent.

Edit / lydia, anita

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十图纵览美港股市场走势：恒指半年涨近6%；AMC、金斯瑞等多股翻倍