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As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
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Hong Kong stock morning report｜U.S. stock three major indexes closed lower, Chinese concept stocks showed divergent trends, USD has fallen for three consecutive days.
① In March, inflation in the USA cooled significantly, but economists warn that the impact of Trump's tariffs is about to become apparent. ② The three major U.S. stock indexes collectively closed lower on Thursday, with the Nasdaq down 4.31%; China Concept Stocks showed mixed performance. ③ The EU has suspended countermeasures against U.S. tariffs, with Von der Leyen indicating that further actions may still be implemented. ④ The USD reached a six-month low, international oil prices fell over 3%, and gold prices hit a new historic high.
Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
Sunyu Optical, Lenovo and other Hong Kong technology stocks rebounded strongly as southern capital made crazy purchases.
The Hang Seng TECH Index ETF (513180) has seen a net inflow of approximately 4.27 billion yuan in the past 5 days.
Hong Kong Stock Morning News | The USA suspends tariffs on certain countries, the Nasdaq rises by 12%, and most China Concept Stocks perform strongly.
① Trump announced that he has authorized a 90-day suspension of tariffs on countries that do not take retaliatory actions. ② The NASDAQ index in the US surged 12% in a single day, with most China Concept Stocks rising. ③ China is imposing an additional 50% tariff on all imported goods originating from the USA. ④ The EU will impose tariffs of up to 25% on a range of American products. ⑤ The offshore RMB regained the 7.35 threshold against the USD, while international oil and Gold prices surged.
小毛狸 : The stall has already closed.
方鍾Sir : Stop lost