Editor's Note:This Week's Bullish Stocks in Hong Kong and the USThe column closely follows market dynamics each week, reviewing the weekly performance of Hong Kong and U.S. stock markets, helping mooer to sort out the hot sectors, strong individual stocks, and significant news of the week, looking for investment themes with profit potential.
This week, the Hong Kong stock market experienced slight fluctuations upward, with the Hang Seng Index rising by 2.46%, closing at 20,066.19 points; during the same period, the Hang Seng TECH Index increased by 3.98%, closing at 4,657.61 points; the Hang Seng China Enterprises Index rose by 2.86%, closing at 7,312.16 points.
The performance of the Hong Kong stock market this week is closely related to Trump. In terms of news, US President Trump stated during an interview with Fox News that he "would rather not impose tariffs on China," but tariffs are a "very strong" measure against China. A spokesperson for the Ministry of Foreign Affairs stated: If there are differences and frictions between both sides, they should be resolved through dialogue and consultation. There are no winners in a trade war or tariff war; it is not in the interest of either party and is detrimental to the world.
In terms of specific stocks,$YOFC (06869.HK)$This week saw a cumulative increase of 49%, driven by AI, which has led to explosive growth in Datacenter construction and a rapid increase in demand for optical cables.
Guosen released a research report stating that over the past five years, the global Datacenter Industry has experienced rapid development driven by Cloud Computing, with significant growth in the overall demand side of major Datacenter markets, and pre-leasing rates have risen to historic peaks. According to CRU data, global demand for Optical Fibers remains unchanged in 2024, with a recovery anticipated in 2025, achieving a growth rate of 6.2%, reaching a total scale of 0.568 billion fiber-kilometers, of which the Chinese market is projected to rebound from negative growth in 2024 to a 2.3% increase in 2025, while the North American market is expected to grow by 15.9%.
Nomura's research report points out that YOFC's efforts in business diversification may yield results by 2025. Meanwhile, as a shareholder of A-shares such as Broadex Technologies, Nomura believes that YOFC will benefit from the demand for its global AI network products. The firm believes that, driven by strong AI demand and a better product mix, YOFC's revenue and profitability will reach a turning point.
Humanoid robots are entering a new factory!$UBTECH ROBOTICS (09880.HK)$Surged 26% on Friday, with a cumulative increase of 37.94% over the week.
Recently, the Lynk & Co Chengdu factory has introduced UQI's full-stack unmanned logistics solution from Ubtech, integrating the industrial humanoid robot Walker S1 with the Wali轻载 unmanned forklift F1200S and the mobile robot operating system UPilot to work collaboratively, creating a benchmark case for Intelligent Manufacturing innovation applications. This innovation has streamlined the logistics chain for parts receiving, handling, and warehousing at Lynk & Co's factory, achieving unmanned logistics for parts warehousing, following the application of this solution at BYD's automotive factory.
$LAOPU GOLD (06181.HK)$ Hitting new highs for consecutive days! A cumulative increase of 27.91% this week, as institutions indicate that the jewelry peak season is expected to boost terminal sales.
Laopu Gold has reached a new high for several consecutive days, with a cumulative increase of 27.91% this week, and its total market capitalization has exceeded 60 billion Hong Kong dollars. On the news front, with the Spring Festival approaching, gold sales are entering the traditional peak season, and recently many gold shops have launched promotional activities; since 2025, gold prices have continued to rise, with spot gold approaching $2,780 per ounce on Friday, gradually nearing the historical high of $2,790.
CICC pointed out that last year's rapid rise in gold prices impacted mass jewelry sales, but high-end gold has remained resilient. Several stores have launched promotional activities since the end of last year, expected to drive sales growth. The firm continues to have a bullish outlook on Laopu Gold's growth prospects this year. JP Morgan has also expressed optimism about Laopu Gold's growth potential, believing that its strong growth will benefit from brand asset building, innovation in products in the market that emphasizes national pride, and a strong value proposition.
$CTIHK (06055.HK)$ This week accumulated an increase of 25.84%. It was previously announced that the net income for the 2024 fiscal year is expected to grow by no less than 30% year-on-year, which has been collectively favored by brokerages.
According to public information, CTIHK is the only listed company within the China Tobacco system focused on the Tobacco business, occupying a unique and critical position in the Tobacco industry landscape. Recently, CTIHK forecasted a net income growth of no less than 30% year-on-year for the 2024 fiscal year ending December 31.
Tianfeng expects the parent net income for CTIHK for 2024-2026 to be HKD 0.787 billion, HKD 0.91 billion, and HKD 1.1 billion, respectively. It emphasizes the company's role as the only international business platform in the CTI system and has released a positive earnings forecast, expecting the annual profit attributable to owners to increase by no less than 30% year-on-year in 2024.
On the other hand, the following Stocks performed weakly this week:
Editor/Rocky