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GuShiio.com鼔狮智能 Editor：鼔狮
A-share hot news
Bank stocks become the “stabilizing force”: Bank stocks rose strongly today, and the share prices of the four major banks hit a record high, as if telling investors: “We are here to support the bottom. With us, how bad can the index be?”
Technology stocks “abandoned”: I thought technology stocks would continue to advance, but I didn’t expect that some technology themes such as robot concepts would fall back today, and the ChiNext Index also fell slightly. It seems that technology stocks also need a halftime break.
Individual stocks “fall mother does not recognize”: Although the index did not fall much, more than 3,400 individual stocks fell, and many stockholders said: “My stocks fell so much that even my own mother did not recognize them.”
Favorable policies “airborne”: Eight departments jointly issued the “Action Plan for High-quality Development of New Energy Storage Manufacturing Industry”, and the energy storage sector is expected to usher in development opportunities. Investors are gearing up and preparing to make a big move.
AI medical “emerges”: AI medical stocks have risen sharply in Hong Kong stocks, and A-shares have also been driven. In the afternoon, the AI medical sector is expected to fire the first shot of the pan-tech counterattack. It seems that AI can not only chat, but also see a doctor.
Securities stocks are “eager to try”: With the rise of the index, securities stocks are also eager to move. After all, when the index market comes, how can securities companies be absent?
Beijing Stock Index 50 “Small Steps and Fast Run”: Beijing Stock Index 50 performed well today, up 1.2%, just like a primary school student, although not big, but running fast.
Education stocks “fall from the altar”: The education sector fell today. The previous strong performance seemed to be short-lived, catching many investors off guard.
Nonferrous metals sector: Benefiting from the rebound in commodity prices, the nonferrous metals sector also performed well today. It seems that the days of “nonferrous metals rising” are back.
Automotive sector: Policy-driven: Driven by policy expectations, the automotive sector also performed well today, as if saying: “With policy support, we can also fly.”
Hong Kong stock hot news
Xiaomi Group: “Bullish”: Xiaomi Group-W continued to rise, with the increase expanding to more than 5%, setting a new historical high, and the market value approaching HK$1.2 trillion. It is really “Xiaomi plus rifles, winning all the way.”
Internet ETF: “Rising all the way”: Hong Kong stock Internet ETF rose nearly 3%, with a turnover of nearly 800 million yuan and a turnover rate of nearly 300%. It continued to be premium, with a premium rate of nearly 2.5%. Investors rushed to buy it, fearing that they would miss this wave of market.
Technology stocks are rising like a rainbow: Most of the large technology stocks such as Meituan, JD.com, Baidu, and Tencent rose. Although the increase was not large, it also added fuel to the market.
AI medical care “emerged as a new force”: JD Health rose by 9%, Ali Health rose by 7%, and the AI medical sector became one of the highlights of Hong Kong stocks today. It seems that the medical industry will also be “swept up” by AI.
Hang Seng Technology Index “steady and rising”: The Hang Seng Technology Index rose by 0.36%. Although the increase was not large, it was considered to have stabilized and provided support for the market.
Alibaba is “slightly tired”: Alibaba’s slight decline is in sharp contrast to the rise of other technology stocks. It seems that there are times when “the horse stumbles”.
NetEase “slightly lost its luster”: NetEase also fell slightly, as if saying: “I am a little out of shape today, let’s take a look at other stocks first.”
Market sentiment is “high”: As DeepSeek promotes the revaluation of China’s technology assets, Hong Kong stocks lead the global equity market, market sentiment is high, and investors are gearing up.
Short-term market is “agitation”: In the short term, the “agitation market” of Hong Kong stocks will continue, dominated by sentiment expansion and incremental liquidity. It seems that the “little temper” of Hong Kong stocks will continue for a while.
Medium-term valuation “limited expansion”: In the medium term, the valuation expansion space of Hong Kong stocks is limited, and the verification of earnings recovery is the key. Investors need to remain cautious.
Hot news on US stocks
US stocks closed “quietly”: US stocks closed overnight, and the market was silent, as if everyone went on vacation, leaving A shares and Hong Kong stocks “fighting alone”.
European stocks generally rise to join in the fun: European stocks generally rise, and the German stock market hits a new high, as if to join in the fun for A-shares and Hong Kong stocks, making the global stock market look prosperous.
Views and opinions on A-shares and Hong Kong stocks
A-shares: Today, the A-share market is clearly divided. The strong rise of bank stocks supports the index, but most individual stocks fall, and the market’s money-making effect is weak. Although the market turnover has increased, there are signs of volume stagnation, and short-term risks need to be noted. From the perspective of sectors, defensive sectors such as banks and nonferrous metals have performed well, while the technology growth sector lacks momentum. However, with the increase in policy expectations and the recovery of market sentiment, A-shares are expected to continue to rise amid fluctuations, but attention should be paid to changes in volume and sector rotation.
Hong Kong stocks: Hong Kong stocks performed relatively strongly today, with technology stocks and AI medical sectors becoming highlights. As DeepSeek promotes the revaluation of China’s technology assets, Hong Kong stocks lead the global equity market, and market sentiment is high. However, in the short term, the “turbulent market” of Hong Kong stocks
