Continue to vibrate, hover and start up steadily, and the foundation remains unchanged
On January 4, Hong Kong stocks continued to shake the stable market. The Hang Seng Index rose slightly by more than 10 points and remained stable above 23000 points. The basis for upward extension has not been damaged. We maintain a positive attitude towards the future market. 23500 points is the upward breakthrough point of the Hang Seng Index, which will move towards the first stop target of 25000 points. The Hong Kong stock connect reopened after the long holiday and recorded a net outflow, but the amount was small, only about 1.6 billion yuan. In fact, as we pointed out, in December, Beishui was determined to copy Hong Kong stocks and bought a total of more than 50 billion yuan. After the resumption of the Hong Kong stock connect, the market trading volume has obviously rebounded to more than 100 billion yuan. It is believed that the further improvement of liquidity will help enhance the overall motivation of Hong Kong stocks.
The Hang Seng index continued to shake but remained stable. It has hovered at 23000 for nine trading days and is estimated to be in a state of readiness. The Internet leader is still sorting out, which is the main reason affecting the disk. However, the Bank of China shares showed outstanding performance. Among them, CCB (00939) rose by 1.28% and Bank of China (03988) rose by 1.76%, both reaching a new high in more than two months, while China Mobile (00941), whose A-share is about to go public on Wednesday, also rose by 1.91%, which can be watched more. The Hang Seng Index closed at 23290 points, up 15 points or 0.06%. The national index closed at 8180 points, down 9 points or 0.1%. In addition, the turnover on the main board of Hong Kong stocks rebounded to more than 118.3 billion yuan, while the short selling amount was 17.44 billion yuan, with a short selling ratio of 14.74%. As for the proportion of rising and falling shares, it is 788:878. 43 stocks rose more than 11% during the day, while 36 stocks fell more than 10% during the day.
On the disk, we focused on COFCO Jiakang (01610) and Muyuan Foods Co.Ltd(002714) (002714. CH) in the list, which increased by 14.85% and 8.32% respectively. The cyclical recovery of pork prices from the lows in August and September last year is still believed to be the main reason to support the development trend of stock prices, and the signing of strategic cooperation agreement between Muyuan Foods Co.Ltd(002714) and Henan Shuanghui Investment & Development Co.Ltd(000895) (000895. CH) is the reason why pork related stocks have attracted market attention again. On the other hand, some high-quality stocks, such as YaoMing Biology (02269), Shenzhou International (02313), and Li Ning (02331), have been plagued by uncertainties recently, and their stock prices have been hit down. However, it is suggested that we can gradually pay attention to the opportunities of low absorption allocation.