龍湖地產(ADR)股票討論區

$比亞迪股份(01211.HK)$ and $理想汽車-W(02015.HK)$ escalating 4.4% and 5.8%, $零跑汽車(09863.HK)$ and $小鵬汽車-W(09868.HK)$ spiking more than 8%, and $蔚來-SW(09866.HK)$ rallying 7.2%. Auto agent $中升控股(00881.HK)$ hiked 6.5%.
Domestic property stocks remained sought after. $龍湖集團(00960.HK)$ , $旭輝控股集團(00884.HK)$ , $綠城中國(03900.HK)$ , $合景泰富集團(01813.HK)$ and $融創中國(01918.HK)$ rocke...

$利安-华侨证券恒生科技ETF(S$)(HST.SG)$
Bloomberg reported that John Lam, head of China and Hong Kong property research at UBS, said his view of China's property market has turned positive and expects a gradual recovery. Lam was the first to downgrade $中國恒大(03333.HK)$ to Sell 3 years ago, 11 months before its debt default, which shocked the market at the time. According to the report, Lam predicted that m...

Hong Kong stocks opened lower in the morning. $恒生指數(800000.HK)$ opened 234 points or 1.4% lower at 16,487. $國企指數(800100.HK)$ opened lower by 84 points or 1.4% at 5,795. $恒生科技指數(800700.HK)$ opened down 66 points or 1.9% at 3,408.
In financials, $匯豐控股(00005.HK)$ opened 0.7% lower at $63.35, $香港交易所(00388.HK)$ opened 1.4% down, and $友邦保險(01299.HK)$ opened descending 3.4%. 
As for property stocks, $中國海外發展(00688.HK)$ opened fa...

The negative outlook revision reflects increasing risks to China's public finance outlook as the country contends with more uncertain economic prospects amid a transition away from property-reliant growth to what the government views as a more sustainable growth model.
Fitch forecasts GDP growth to moderate to 4.5% in 2024.
$碧桂園(02007.HK)$$龍湖集團(00960.HK)$$中國恒大(03333.HK)$$地產發展商(BK1019.HK)$$MSCI中國非必需消費ETF-Global X(CHIQ.US)$

$恒生指數(800000.HK)$ opened 282 pts or 1.7% lower at 16,856. $國企指數(800100.HK)$ opened 105 pts or 1.8% lower at 5,910. $恒生科技指數(800700.HK)$ opened 71 pts or 2% lower at 3,480.
Real estate stocks were hijacked by subsiding rate cut expectations. $新世界發展(00017.HK)$ and $恒隆地產(00101.HK)$ cratered more than 2%. $新鴻基地產(00016.HK)$ , $領展房產基金(00823.HK)$ and $長實集團(01113.HK)$ slid 1.7%-1.9%. ...

China's Jan-Feb realestate development investment fell by 9.0% y/y to 1.184 trillion yuan.
Jan-Feb residential housing sales areas tumbled 20.5% y/y to 1.137 trillion square meters, and the total sales plummeted by 29.3% y/y to 1.05 trillion yuan.
Developing funds in place fell 24.1% y/y to 1.62 trillion yuan.
Sentiment 92.13
$碧桂園(02007.HK)$$碧桂園服務(06098.HK)$$龍湖集團(00960.HK)$$萬科企業(02202.HK)$$中國恒大(03333.HK)$$恒大物業(06666.HK)$

Hong Kong stocks opened lower this morning. $恒生指數(800000.HK)$ opened lower by 203 points or 1.2% at 16,758. $國企指數(800100.HK)$ started lower by 77 points or 1.3% at 5,828. $恒生科技指數(800700.HK)$ opened 69 points or 1.9% lower at 3,534.
As for mainland property stocks, $萬科企業(02202.HK)$ contracted sales in February plummeted 53.5% YoY, and its shares opened 1.3% lower this morning. $龍湖集團(00960.HK)$ and $華潤置地(01109.HK)$ opened ...

$碧桂園(02007.HK)$ opened flat at $0.61 after saying it will try its best to raise funds within the grace period when it responds to the failure of its domestic bonds to be repaid on schedule.
$萬科企業(02202.HK)$ dipped 0.3% at $6.28 after the company reportedly discussed a bond swap with its major creditor banks to avoid default. For the rest of the Chinese property developers, $中國海外發展(00688.HK)$ , $龍湖集團(00960.HK)$ and $華潤置地(01109.HK)$ sank 0.8%-1.1%...