한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina
there are more hidden logics behind this strong rebound. first, the hong kong stock market is sensitive to changes in external liquidity. compared with a-shares, hong kong stocks are more affected by the international financial environment. the changes in the us interest rate cut policy directly affected global investment sentiment, and the hong kong stock market was the first to feel the momentum brought by these changes. secondly, the hong kong stock market is more innovative and growth-oriented than a-shares. breakthroughs and developments in the field of science and technology have brought new growth points to the hong kong stock market and attracted more technology investors.
the rebound trend of hong kong stocks may also reflect the problems faced by the a-share market. on the one hand, the overall performance of the a-share market is relatively conservative, lacking the stimulation of new trends, resulting in relatively small market fluctuations; on the other hand, the regulatory policies of the a-share market are relatively lagging, which restricts the innovative development of the market and also leads to a relatively stable overall market performance.
looking ahead, high-dividend stocks and technology growth stocks will become the main line of the market. from the technical perspective of hong kong stocks, multiple indexes have formed a triple or quadruple bottom structure, which is not only more conducive to rebound, but also has guiding significance for a-shares. the hong kong stock market usually bottoms out and rebounds at the same time or ahead of a-shares. from historical data, the hang seng index's rebound turning point usually appears earlier than or at the same time as the csi 300 index, and the longest time is no more than two months.
at the same time, sectors such as the ict concept and food safety also show new opportunities. the ict market is in the early stages of development, and the catalytic effect of the new policy will push the ict industry into a new round of acceleration. the real estate market is also facing new changes, such as beijing's adjustment of the housing system. the food safety concept has also seen a wave of rebound, which may reflect the importance people attach to safety and health issues.