North Water “Back Carnival” surged 2.7 billion to sweep Hong Kong stocks

The central government plans to postpone the approval of the New Hong Kong Stocks Fund. The Hang Seng Index dropped more than 350 points and immediately attracted the quick respite from the incident on Monday. North Sea quickly entered the store and bought 3 heavy heavyweights to drive the V-bomb in the afternoon. Investment sector analysis, Hong Kong stock short-term market closed at 30,000 narrow range before the pattern, the market outlook focused on North Water, debt interest rates and the US stock trend.

The U.S. Senate held a hearing yesterday, predicting the nomination of Powell’s chairman of the Federal Reserve Board. As at 0:00 this morning, the night rose 33 points to 29692 points. HSBC (00005) in the United States listed ADR (ADR) was reported at 77.2 Hong Kong dollars, higher than the closing price of 76.95 yuan higher 0.25 yuan. Taking into account the overall blue chip ADR performance, equivalent to HSI rose 53 points.

North Shuijian adjust low limit market decline

North Water deployed a “rebirth rifle” to expedite the rush-out of Hong Kong before the settlement of the index. It had bought about HK $ 2.7 billion through Hong Kong Stock Connect (Shanghai and Shenzhen), a significant increase from 230 million and 330 million on Monday and last Friday. increase. Among them, Tencent (00700) capitalization of about 400 million yuan, and another about 300 million yuan into Ping An Insurance (02,318). HSBC (00005) continued to be favored by North Water with a net inflow of funds of 770 million yuan, accumulating more than 1.5 billion yuan in two consecutive days.

Lin Fengjun, vice president of Yunfeng Financial Research and Strategy Department, said that Hong Kong stocks are the easiest-to-deploy offshore assets for North Water. The average return of public funds that invest in Hong Kong stocks this year is about 19%, which has raised the attractiveness of other mainland funds in allocating Hong Kong stocks. I believe the future There will be a larger amount of North Water coming to Hong Kong. However, each callback of Hong Kong stocks will attract lower water from North Water and limit the market’s drop in disguise. I believe there will be a narrow range of fluctuation before the end of the year.

Mainland debt interest rates and local interest rates hovering recently at high levels, Linzi Jun means that the material will only have a psychological impact on investors, Hong Kong stocks continued to improve corporate earnings, the global economy is good, the valuation is low and the support of North Water, the midline rally Unchanged, it is recommended to absorb bargain-hunting.

Tencent earlier made “Jedi survival” after the mainland agency, recently announced the launch of self-developed competitive shooting hand game “Infinite Law”, content and “glorious mission” similar to play, is expected to attract players and stimulate revenue, “Infinitive Rule” is expected to In late 12 to start a technical test. Tencent yesterday fell after the big rebound, pumping from the day low of 17 yuan, up 1.9%, to 419.2 yuan.

Tencent spit material limited “afraid to buy after hard to buy”

Linzi Jun said Tencent launched a series of new games one after another, reflecting the company’s desire to consolidate the dominance of the game industry. Currently, mobile games account for over 40% of revenue. As Tencent Cloud and other companies investing in the Company continued to show performance, it is believed that the proportion of mobile games will remain at Now level. “Although Tencent has adjusted before the end of the year, I believe it will have a limited rate of return because we are afraid that it will be hard to buy at a lower price after the sale.”

SW Hongyuan believes Hong Kong stocks soar this year, but the rights issue is limited, reflecting the listed companies that the valuation is reasonable, and the performance of the restoration is sustainable, profitability improved, it is recommended from the recovery point of view of the deployment of cyclical stocks, such as benefiting from the business Mainland banks with increased loans and domestic insurance stocks with rising interest spreads. For structural shares, it is advisable to choose stocks from a structural upgrade perspective, with the Internet industry maintaining its high revenue and profit growth.

Hang Seng Index dropped 5 points yesterday to close at 29680 points. The H-Share Index dropped 66 points to end at 11705 points. Market turnover of 118.8 billion yuan.