In the various major business categories, the sectors currently showing the strongest short-term performance are healthcare, conglomerates, and property & construction. Additionally, among the 150 securities monitored by the author, the securities with the highest short-term speculative value are currently Industrial and Commercial Bank of China (01398), Bank of Communications (03328), and Agricultural Bank of China (01288), which can serve as references when buying related call warrants or bull certificates for profit. As for securities suitable as references when buying related put warrants or bear certificates for short-term profit, Prudential (02378), Zhaojin Mining (01818), and SPDR Gold (02840) should be the top choices.
Furthermore, the sectors currently showing the strongest ultra-short-term performance are telecommunications, property & construction, and conglomerates. In addition, among the 150 securities monitored by the author, the securities with the highest ultra-short-term speculative value are currently Industrial and Commercial Bank of China, China Merchants Port (00144), and Agricultural Bank of China, which can serve as references when buying related call warrants or bull certificates for profit. As for securities suitable as references when buying related put warrants or bear certificates for ultra-short-term profit, YOFC (06869), SPDR Gold, and Zhaojin Mining should be the top choices.
The summit meeting between the Chinese and U.S. leaders concluded successfully, reaching eight outcomes and consensus, significantly reducing market concerns over Sino-U.S. relations. The most critical breakthrough is the establishment of regular high-level meetings and a normalized communication mechanism, which helps reduce geopolitical conflict risks and enhances investor confidence. Both sides have reached consensus on easing tariff disputes and maintaining stable economic and trade relations, which will alleviate operational pressures on export, manufacturing, and supply chain-related enterprises, while simultaneously reducing the geopolitical risk premium of Hong Kong stocks, attracting medium- to long-term foreign capital to reallocate funds. Moreover, the establishment of communication mechanisms on technology and export controls will also help alleviate market concerns over sanctions on technology and semiconductor companies, providing valuation recovery potential for high-growth tech stocks that have been under long-term pressure.
In addition, deepening financial market opening-up and regulatory cooperation further consolidates Hong Kong's status as an international financial center and benefits the return listing of Chinese concept stocks, enhancing market liquidity and the supply of quality assets. In the real economy, cooperation in supply chains and critical minerals helps stabilize earnings in the new energy, automotive, and raw materials industries, while expanding agricultural and commodity trade can drive growth in consumer, shipping & logistics, and agriculture sectors. Meanwhile, strengthened coordination on exchange rates and macroeconomic policies helps maintain RMB stability, reducing foreign exchange risks for Chinese enterprises. Overall, the eight outcomes and consensus support Hong Kong stocks from multiple aspects including risk appetite, capital flows, sector valuations, and corporate earnings, allowing the market to potentially break free from its dull pattern and gradually embark on a new round of valuation recovery and steady rebound trend. Benny Leung, Chief Advisor of Economic Intelligence and Trading Express (Website: www.BennyLeung.com)
*Articles published in Economic Intelligence, whether signed or unsigned, represent the personal opinions of the authors and do not necessarily reflect the stance of Economic Intelligence. Economic Intelligence serves as a platform providing free expression of views.
Furthermore, the sectors currently showing the strongest ultra-short-term performance are telecommunications, property & construction, and conglomerates. In addition, among the 150 securities monitored by the author, the securities with the highest ultra-short-term speculative value are currently Industrial and Commercial Bank of China, China Merchants Port (00144), and Agricultural Bank of China, which can serve as references when buying related call warrants or bull certificates for profit. As for securities suitable as references when buying related put warrants or bear certificates for ultra-short-term profit, YOFC (06869), SPDR Gold, and Zhaojin Mining should be the top choices.
The summit meeting between the Chinese and U.S. leaders concluded successfully, reaching eight outcomes and consensus, significantly reducing market concerns over Sino-U.S. relations. The most critical breakthrough is the establishment of regular high-level meetings and a normalized communication mechanism, which helps reduce geopolitical conflict risks and enhances investor confidence. Both sides have reached consensus on easing tariff disputes and maintaining stable economic and trade relations, which will alleviate operational pressures on export, manufacturing, and supply chain-related enterprises, while simultaneously reducing the geopolitical risk premium of Hong Kong stocks, attracting medium- to long-term foreign capital to reallocate funds. Moreover, the establishment of communication mechanisms on technology and export controls will also help alleviate market concerns over sanctions on technology and semiconductor companies, providing valuation recovery potential for high-growth tech stocks that have been under long-term pressure.
In addition, deepening financial market opening-up and regulatory cooperation further consolidates Hong Kong's status as an international financial center and benefits the return listing of Chinese concept stocks, enhancing market liquidity and the supply of quality assets. In the real economy, cooperation in supply chains and critical minerals helps stabilize earnings in the new energy, automotive, and raw materials industries, while expanding agricultural and commodity trade can drive growth in consumer, shipping & logistics, and agriculture sectors. Meanwhile, strengthened coordination on exchange rates and macroeconomic policies helps maintain RMB stability, reducing foreign exchange risks for Chinese enterprises. Overall, the eight outcomes and consensus support Hong Kong stocks from multiple aspects including risk appetite, capital flows, sector valuations, and corporate earnings, allowing the market to potentially break free from its dull pattern and gradually embark on a new round of valuation recovery and steady rebound trend. Benny Leung, Chief Advisor of Economic Intelligence and Trading Express (Website: www.BennyLeung.com)
*Articles published in Economic Intelligence, whether signed or unsigned, represent the personal opinions of the authors and do not necessarily reflect the stance of Economic Intelligence. Economic Intelligence serves as a platform providing free expression of views.
