Editor's Note:This Week's Bullish Stocks in Hong Kong and USAThe 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 showed a mixed trend, with Technology stocks appearing somewhat weak. As of Thursday's market close, $Hang Seng Index (800000.HK)$ the cumulative rise was 2.3%, closing at 21,395.14 points; $Hang Seng TECH Index (800700.HK)$ the cumulative decline was 0.27%, closing at 4,887.37 points. $Hang Seng China Enterprises Index (800100.HK)$ It has cumulatively increased by 1.23%, closing at 7897.44 points.
In terms of sectors and individual stocks, Hong Kong's Biotechnology stocks performed strongly, particularly the Recent IPOs.$DUALITYBIO-B (09606.HK)$They ranked first in the weekly Top Gainers, having increased by 111.42% this week. $HENLIUS (02696.HK)$There was a significant increase of 18.71%, ranking fourth in the weekly Top Gainers. In addition,$REMEGEN (09995.HK)$ It also recorded an increase of 16.43%.
The Hang Seng Company stated that although Medical Care has been one of the key areas in the national government's work report for many years, 'Innovative Drugs' were only included in the government work report for the first time in 2024. In 2025, the government work report proposed improving the drug price formation mechanism, developing a catalog for innovative drugs, and supporting the development of innovative drugs and medical instruments, highlighting the importance of Medical Care, especially Innovative Drugs, in national policy considerations.
In addition to national support policies, the market's anticipation of the positive impact that AI may bring has also become one of the driving forces behind this year's Hong Kong stocks, especially benefiting stocks related to Medical Care. In fact, with AI expected to reshape the Medical Care industry and improve efficiency, Medical Care has become the strongest performing industry in this year's Hang Seng Index.
Yingen Biotechnology, as a global leader in the 'ADC' field, possesses multiple clinical-stage ADCs and conducts seven global clinical trials in over 230 clinical trial centers across 17 countries, with more than 2,000 patients recruited, 50% of whom are from overseas. In addition, the company has five clinical-stage Assets that have received Investigational New Drug (IND) approval from the FDA and the National Medical Products Administration of China. Yingen Biotechnology-B achieved an increase of nearly 135% on its first trading day and closed up nearly 117%, ranking first in the Top Gainers on the first day of listing this year, with a maximum profit of nearly 0.013 million Hong Kong dollars per lot.
Spot Gold performed strongly this week, with prices once surpassing $3,350, repeatedly setting historical highs, driving a continuous surge in the Hong Kong Gold Sector, among which$CHIFENG GOLD (06693.HK)$ranked second in the Top Gainers, with a weekly increase of 36.87%, setting a new high since its listing!$WANGUO GOLD GP (03939.HK)$ Following closely, this week increased by 22.65%, ranking fifth.$SD GOLD (01787.HK)$ During the week, it surged by 17.98%, showing equally strong performance.
UBS Group believes that the reasons for pushing gold prices to new highs include: escalating geopolitical tensions, concerns about inflation in the USA and changing interest rate outlooks. China Securities Co.,Ltd. stated that the strong demand for safe-haven assets created by Trump's erratic tariff policies is also one of the driving forces behind the rise in gold prices.
Recently, Goldman Sachs significantly raised its Gold price forecast, increasing the end-of-2025 target for Gold prices from 3300 USD/ounce to 3700 USD/ounce, and expects that in extreme cases, if central bank demand continues to rise to 110 tons/month, ETF holdings rebound to levels seen during the pandemic, and speculative positions reach historical highs, Gold prices could even touch 4500 USD/ounce.
On the other hand, the following Stocks performed weakly this week:
Editor/lambor
