During National Day, Hong Kong’s shares rose very happily.
On October 7, the Hang Seng Index closed 1.09% higher.The index was up 0.97% and the Hang Seng Technology Index was up 2.16%. This was the third day in a row that Hong Kong shares rose after the market opened on National Day. Among them, the Hang Seng Index rose 3.34% in three days, the SOEs index rose 2.47% and the Hang Seng Technology Index rose 5.74% in three days, showing a striking performance.
Today’s close, Sunny Optical Technology increased more than 5%, Meituan Dianping increased more than 3%, Alibaba,SMIC(Quotes688981,Clinical Unit) It was up more than 2% and Jiahe Biotech was up more than 16% on the first day of trading. The market turnover for the whole day was HK $ 92.2 billion.
Today, there are many positives in Hong Kong stocks.
See you next week on the iPhone 12?
Apple’s concept shares soared
October 7AppleHe announced that at 1:00 am on October 14 Beijing time,AppleAn online publishing event will be held. Previously, many brokerages expected thatAppleThe iPhone12 series will launch in October. As soon as the news comes out, immediately swipe the entire network.
The capital market also reacted quickly. Today, in the Hong Kong stock market, the concept stocks of Apple, Sunny Optical Technology, AAC Technology and Qiu Ti Technology have risen.
The entire Apple Concept Index closed 3.34% higher.
Alibaba soars 2.93%
Stock price approaching record highs
Alibaba opened higher today. At the close of operations, it closed at 2.93%. Its stock price was HK $ 288.2, approaching a record high, and its market value reached HK $ 6.19 trillion.
The industry believes that Alibaba’s rise is related to its investment in Dufry. According to a press release issued by Dufry, the world’s largest duty-free retailer, this Monday (October 5),AlibabaIt is planned to acquire a strategic stake in Dufry and the two parties will establish a joint venture in China.AlibabaAnd Dufry owns 51% and 49% of the shares, respectively.
Dufry’s core business is the duty-free shop business at the world’s major airports. Currently, the largest market is the European and African markets, which account for 44% of the market; the North American market is the second with a 22% share; Asia and the Middle East markets are only in fourth place, with about 14%. Dufry has been operating travel retail businesses in China since 2008 and currentlyShanghai airport(Quotes600009,Clinical Unit), Chengdu Airport and Hong Kong and Macao have outlets.
Get this timeAlibabaAfter the capital injection commitment, Dufry decided to propose to the shareholders’ meeting the issue of an additional 25 million shares to settle the balance of the previous acquisition of rival Hudson Ltd and the company’s general operating funds, includingAlibabaFunds needed to expand operations in China.
It is reported that these additional shares will be allocated first to the existing shareholders of the company, and the unsubscribed part will be distributed to Anhong Capital andAlibabaOn sale.AlibabaAt the same subscription price as Anhong Capital, the subscription will not exceed 9.9% of Dufry’s expanded share capital and the investment will not exceed 250 million Swiss francs.
CitiHe said,AliThe combination of capital with Dufry can benefit the increasing demand for international brands by consumers;Goldman sachsMeans, medium,AlibabaWith multiple growth engines, increase the price target to HK $ 341; CMB InternationalAlibabaThe target price was raised to HK $ 325 and the “Buy” rating is maintained.
Goldman sachsAccording to the research report, based on supporting customer growth, category expansion, and supply-side changes, the bank expectsAliIt will occupy 23% of the Chinese consumer market by 2022 and will represent 25% by 2025. The line reiteratedAlibaba(BABA.US) / (9988.HK) “Buy” rating, target price increased 11% to US $ 350 / HK $ 341.
beautifulGroup reviews soared more than 10% in three days
The market value increased by HK $ 170 billion.
Meituan-Dianping continued to close 3.8% today after rising in the previous two days.So far, in the three days after the holiday, Meituan has risen by more than 10%, and its latest market value is 1.57 trillion Hong Kong dollars, representing a sharp increase of almost 170 thousand. million Hong Kong dollars before the holidays.
Meituan takeawayAccording to published data, from October 1 to October 5, the volume of take-out orders at popular scenic spots increased 200% year-on-year. Research shows that nearly 30% of take-out orders at popular scenic spots come from tour guides.
Previously,Meituan takeawayThe data provided shows that in the first three days of the National Day holiday, the daily average of errand requests increased 151% year-on-year. Among them, queuing orders increased 419% year-over-year, with the post-90 generation being the main force in order consumption to “queue on behalf of customers.”
according toMeituanWhen it comes to running errands, during the eleventh period, there are many custom needs in the orders submitted by users. The scope of services provided by running errands has also expanded from picking up and delivering items, purchasing merchandise to queuing and even pet sitting.
Also, “book a tour” has become a new trend.MeituanPublish data, October 3MeituanThe number of single-day entries exceeded 5 million, setting a new record for single-day entries, a significant increase of more than 38% from 3.6 million in the same period last year.
SMIC rose more than 2%
It is reported that it has stepped up its purchase of equipment and consumables to exceed annual demand
SMIC, which has received a lot of attention, closed up 2.49%.
- Formerly SMICIt has been confirmed to be subject to US export restrictions. According to the Securities Times,SMICIt is stepping up the procurement of key production equipment and important spare parts, and is even cooperating with other Chinese chipmakers to establish a central warehouse to share parts reserves. The news refers to,SMICLarge purchases of equipment such as engraving machines, lithography process equipment, wafer cleaning machines and testing machines from suppliers in the United States, Europe and Japan, the scale of acquisitions has exceeded the demand for the whole year of this year , and the purchase of related consumables has exceeded the need for one year.
- However, the biggest difficulty for SMIC to source is the inability to buy high-end lithography machines. As an indispensable equipment for wafer making, a lack of stock means that SMIC is not only difficult to expand its production line, but also limits the company’s ability to update and iterate technology. . At present, all the high-end lithography machines on the market come from ASML, a Dutch company financed by the United States, but the Dutch government has shelved the request for renewal of exports of ASML EUV lithography machines to China from the last year and has not issued any licenses so far. certificate.
The collective boom in the real estate sector
Greentown China Stock Price Hits New High in Nearly 7 Years
Multiple
