从今日盘面来看，除了前期涨势较佳的科技股外，地产股、券商股等也在午后迎来一轮爆发。The Hong Kong stock market has exploded!
After a brief adjustment yesterday, the Hong Kong stock market has regained momentum today. By the close, the Hang Seng Index and the Hang Seng TECH Index both rose over 2%, with the total market turnover approaching 290 billion HKD.
From the perspective of individual stocks, $CHINA VANKE (02202.HK)$ Increased by nearly 17%, $BEKE-W (02423.HK)$ Increased by more than 10%. $BYD ELECTRONIC (00285.HK)$ Increased by over 9%.$BABA-W (09988.HK)$ Increased by over 8%.
From today's market performance, in addition to the previously strong Technology Stocks, Real Estate Stocks and Brokerage Stocks also welcomed a surge in the afternoon.
Market analysis suggests that based on recent market performance, the market rotation is relatively healthy. Previously it was Technology, and today Banks and Real Estate emerged to support the market. Furthermore, from the perspective of Volume, it is also quite robust.
What has happened?
According to reports from Brokerage China, analysts believe that structurally, the market may be primarily driven by Alibaba and CHINA VANKE, with rapid gains in Mainland Real Estate Stocks. As the Volume increases, Brokerage Stocks have also become the main force in the market rise.
According to the latest news, the Shenzhen second-hand housing market is also showing a rapid recovery, with 824 second-hand homes recorded weekly (including self-assisted), a month-on-month increase of 3069.2%.
At the same time, the market has also heard positive news about CHINA VANKE related to its debt issues. This could be the main reason driving the stock market's strength this afternoon. If the Real Estate issues can be effectively resolved, foreign investment's outlook on China's economy will become more positive.
How will the market develop in the future?
In fact, the Hong Kong stock market has become one of the most dazzling markets in the Global stock market this year, with its performance leading far ahead of other markets. After a continuous overall upward trend, some important indices of the Hong Kong stock market are nearing last year's highs.
Several Wall Street investment bank strategists believe that this wave of technology-driven bull market in China, powered by AI, will continue.
In fact, several articles from Futu News have previously highlighted related investment opportunities, and interested mooers can click to check them out:
"DeepSeek Stirs Wall Street, China Assets Welcome Re-evaluation! What investment opportunities should we focus on next?"、"This year, the rise has significantly outpaced US stocks! The Hang Seng TECH Index enters a technical bull market; how do international investment banks view the Chinese stock market?"、"Hong Kong stocks distribute 'Lucky Money' for the Spring Festival! The Technology Index rose for six consecutive days, with component stocks soaring nearly 28%! What is the outlook for the market?"、"Chinese Assets rebound strongly! US-listed Chinese stocks surged over 38% in 10 days, what is the outlook for the market?"。
Several investment bank strategists, including Morgan Stanley, JPMorgan, and UBS Group, expect that driven by the DeepSeek open-source large model, Chinese Stocks will continue to rise.
From a fundamental perspective, China's AI startup DeepSeek's groundbreaking low-cost AI model is a catalyst for this current wave of global investors "reassessing Chinese Assets," and the subsequent rapid integration of a large number of Chinese companies with DeepSeek has also caused this trend to spread quickly.
UBS Group strategists wrote in a report on Wednesday that based on experiences from the 4G, 5G, and Cloud Computing eras, the path for DeepSeek-driven Chinese stocks to rise may not have reached its halfway point yet.
They added that good liquidity and low interest rates may provide opportunities for future value revaluation of AI concept stocks, with the upward trend typically lasting 1-2 years. It is believed that the performance of related stocks will outpace by 50-100 percentage points.
Galaxy Securities believes that in the short term, the DeepSeek craze and the better-than-expected consumer data for the Spring Festival have led to more optimistic investor sentiment, driving an increase in the valuation of Hong Kong stocks.
From a medium to long-term perspective, the Hong Kong stock market still depends on fundamental conditions. With the development of new productivity and the implementation of domestic consumer promotion policies, it is expected that the earnings of Hong Kong companies will see steady growth. Overall, looking ahead, the Hong Kong stock market is expected to fluctuate upward.
In terms of allocation, for the Technology Sector, Galaxy Securities believes that there are still high investment opportunities in the technology sector. Since Trump's election, the importance of China's domestic independent and controllable logic in technology has increased.
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Editor/Somer
