34 billion holding 4 plate big line Qi Ting Hong Kong stocks behind the Chinese financial stocks Henderson broke into two years high
34 billion funds to grab the Chinese-funded financial, local banks, science and the four major plates of auto, to stimulate Hong Kong stocks yesterday, the highest increase in nearly 4 months, the night was approaching 26,000 mark, the country that rose 2%, the highest global crown.
3 large catalyst within the silver led by insurance
2) financial work conference will be held, looking forward to more coordinated financial supervision; 3) Chinese financial institutions by large brokers in turn, from the three major catalyst: 1) stealing fried Chinese data; 2) financial work conference will be held, Sing well Funds industry heavy blue chip holdings, is expected to challenge the two-year high of 26090 points; foreign investment is also optimistic about the long-term Hong Kong stocks, earnings growth is a major driving force.
Janet Yellen, chairman of the Federal Reserve Board of Governors in the Hong Kong time tonight at 10 o’clock in the congressional hearing, US stocks yesterday morning repeated ups and downs, night to close at 25915 points, down 55 points. As at 15:00 am Hong Kong time, taking into account the performance of blue chips in the United States listed on the performance of the stock, equivalent to the Hang Seng Index rose 10 points.
Night donated wild village material is still good for the season
The mainland next week will be announced in the second quarter GDP and the latest retail, fixed asset investment and other data, view last month, manufacturing and industrial inflation is expected to win, the SASAC also refers to state-owned enterprises in June a record high profits (see A14 version of the report – COSCO Maritime merger in the second half to make more than 10 billion), the market believes that the financial leverage before the month of little impact on economic growth. National financial work conference will be held on Friday, the city “three sessions” will have a new coordination model to curb the risk of financial supervision, and then ignited the insurance, brokerage industry vision.
Hong Kong stocks fund manager analysis, North Water Day holdings HSBC (00005), the release of good signal. Although the pace of foreign investment slowed down, but the intensity of buying blue chips or ETF (exchange-traded funds) has not weakened, is another key to pull the index: “Hong Kong stocks last month in 26,000 points encountered two resistance, but this time More than a heavy North water factor, and the main collection of heavy stocks, favorable market breakthrough or even stabilize 26,000 points.
Into July after the North water was turned alive, Nomura China stock research director Liu Ming said that the risk will continue to the south, Hong Kong stocks in the third quarter performance for the better. Among them, the first half of the run in the silver and infrastructure stocks will be chasing, the second half of the performance is better than the first half; Branch stocks and other growth plate to be adjusted before buying.
Nomura also said that the investment portfolio recently raised the proportion of ICBC (01398), CCB (00939), and suggested selling some of the network shares, but Liu Ming Di expected, the Chinese shares will peak in October or November this year, due to nineteen Before and after the market on the central next step reform path will be more clear, or lead to the adjustment of the market.
Hongli material North water continued to recommend electric business shares
Hongli Asset Management Greater China stock investment executive director Xie Gonggang that the mainland investors have the need for decentralized investment, raw water will continue to the south; this year, corporate profits improved year by year, expected annual growth of 15%, to promote Hong Kong stocks continue to rise Of the two major driving force, unless the A shares rally or central to relax the regulation of the property market, or optimistic about the prospects for Hong Kong stocks.
Xie Gonggang preferred environmental protection, gas and medicine and other new economic shares, high growth of the network shares is also the object of love, especially e-commerce and Internet-related shares.
Hang Seng Index closed at 25877 points, up 377 points; the H-Share Index closed at 10416 points, up 201 points, the overall turnover of 88 billion yuan. Nomura set another target of 10900 points, equivalent to 4.6% potential increase.