2/8/2017-1

100 billion turnover of Hong Kong stocks to break through the 27500 US shares continue to join the soft capital of Asia to stabilize the night

Hong Kong stocks are irresistible, hundreds of billions of transactions on the occasion of the break, breaking the tide is more spread to the insurance and local financial stocks, the market jumped 560 points two days, standing in 27500 off in one fell swoop, and then follow the outer circumference made good.

The US dollar index fell below 93, a record less than a year to attract foreign capital into the Asia-Pacific stock market; the RMB more and more strong, so that dividends to attract and improve the profitability of Chinese financial stocks highly sought after. Investment management, short-term three key to dominate the trend: 1) the market turnover to maintain hundreds of billions, 2) US dollar weakness continued, 3) blue-chip performance as expected market expectations, Hong Kong stocks are expected to next city, try 28000 turn off.

US business season is ideal, said the Dow opened yesterday to record a record high, approaching 22,000 points. Night to follow up 7 points to close at 27522 points. At 00005, HSBC (00005) was revalued at ADR of HK $ 79.05, which was $ 0.2 higher than the closing price of HK $ 78.85. The overall blue-chip ADR was equivalent to the Hang Seng Index, down 12 points.

HSBC, Tencent (00700) and AIA (01299) three heavyweight stocks yesterday to continue the big deal broke the top, the award-winning insurance stocks also take the victory, the plate rose by 4% to 5%. Among them, the end of the list of Xinhua Insurance (01336) yesterday to 6.9% increase over the same industry, Nomura expects the first half of the new business value of the year can grow 30%.

DBS: Blue chip support good market valuation

DBS Hong Kong Fortune Management Director (North Asia) Li Zhenhao analysis, has announced the performance of blue chips to produce better than expected results, the market is convinced that Hong Kong stocks have a good fundamentals to support its 14 times more price-earnings ratio: (HSI) seems very exaggerated, but the price-earnings ratio is only slightly higher than the average of the past 10 years about 13 times the valuation is absolutely no exaggeration. “I believe the market outlook, the power and investment opportunities, in the upcoming big blue-chip The

Li Zhenhao also pointed out that the US dollar index repeated over the years, is to trigger capital inflows in Europe and Asia, the key market, but according to the track record, the United States and the United States in the 92 level common support strong rebound. If the US dollar did not significantly turn the market outlook, and Hong Kong stocks can maintain 100 billion transactions, he believes that the index is very good chance of recycling.

Everbright: foreign holding high interest rate blue to help catch the top

Everbright Securities overseas strategy chief analyst Chen Zhizhong that the market is currently in the “capital and corporate fundamentals of the peak”, especially the US dollar index accelerated weakened, to promote more international funds into Hong Kong, chasing the traditional high-interest blue-chip, to help the market Crowded. However, if the US dollar decline, especially in the United States to continue to ferries the internal risk, is likely to trigger hedge worries, so that the market trend is more volatile.

Internal and domestic banking and silver stocks will be announced this month, six months after the performance, Chen Zhizhong to maintain the proposal to buy Chinese financial blue-chip; upstream industries such as coal and steel leading shares, can also benefit from profit recovery and short-term vision. Taking into account the widening of the differences in the purchase of funds, he suggested that investors may consider to gradually sell out of the market within the housing market.

Hang Seng Index closed at 27540 points, up 216 points; the H-Share Index closed at 11024 points, or 196 points. Market turnover of 103.3 billion yuan, is the most since the beginning of June this year, the most prosperous.