Watching trade negotiations, Hong Kong stocks do not speculate

Watching trade negotiations, Hong Kong stocks do not speculate

Hong Kong stocks rose and fell last week after the news of Sino-US trade war negotiations, and lost 250 antennas, but last Friday US stocks made progress in Sino-US negotiations, Hong Kong stocks US Depositary Receipts (ADR) followed by more than 200 points and closed at 28,149 points. Looking forward to this week, the progress of Sino-US trade negotiations is of course crucial. Blue-chip stocks have also begun to enter the performance announcement period, and Dawan District is expected to announce the planning outline. Hong Kong stocks may not be speculative.

Market sentiment stabilized

It is reported that Vice Premier Liu He will lead a second round of trade negotiations to Washington on Tuesday (19th). On Wednesday (20th), the US Federal Reserve and the European Central Bank will announce the last interest rate. Meeting minutes. After the Fed’s last interest rate decision, it announced that interest rates would remain unchanged, and hinted that the contraction path of the balance sheet was flexible, and the attitude clearly turned pigeons, stabilizing market sentiment.

Chen Fengzhu, director of research at Dongxing Securities (Hong Kong), believes that the mainland stock market has shown an upward trend after the Spring Festival holiday, and the investment sentiment is improving, driving Hong Kong stocks to hit a new high this year. Hong Kong enterprises have entered the performance period. It is expected that stock market will not be speculative. The market will wait for the two sessions of the National People’s Congress. It is expected that the Mainland will introduce more support policies and will announce details in detail. Therefore, the sectors supported by the national policy may receive funds. Chased. Since last year, the mainland has implemented a number of monetary policies to promote funds into small and micro enterprises, fully reflecting the mainland’s determination to push funds into the real economy.

Dawan District concept is expected to have speculation

In addition, the market expects that the planning content of Dawan District will be announced soon, among which Yuexiu Real Estate (123) and Yuexiu Housing (405) can be called the leading real estate stocks in Dawan District. Real estate stocks in Shenzhen are also preferred, including Kaisa (1638), Fantasia (1777), OCT (3366) and Shenzhen Holdings (604). In terms of infrastructure stocks, New Creation (659) has strong experience in infrastructure construction in the Mainland.