What happened this week? On April 8, 20 15, Hong Kong stocks opened sharply, rising by 96 1 point throughout the day; On April 9, Hong Kong stocks rose 707 points throughout the day; On April 10, Hong Kong stocks rose by 328 points for the whole day and by 1996 points for the whole week. It was in these short days that the young couple born in 1980s mobilized the down payment to chase after the increase, and made a profit in April 10, successfully realizing their dream of buying a house.
Such a stock market and such a story are happening in every corner of Hong Kong, and mainland investors are also eager to try their luck in Hong Kong stocks. However, how can mainland investors who are unfamiliar with Hong Kong stocks maximize their profits in this "chaotic market"?
Funds are used to deceive people.
Institutional investors account for the majority of Hong Kong stocks. To understand the "Ren Duer selling" of Hong Kong stocks, we must first understand the trading methods that traders like.
Feng Hongyuan, an analyst in the Asset Management Department of Hong Kong Shengfeng Financial Group, said in an exclusive interview with China Business News that on April 8 and 9, for example, as early as April 3, when Hong Kong stocks just closed, most funds observed E Fund's Hang Seng ETF(5 10900) and China Stock Connect Hang Seng ETF (Aiji, net worth, information) (51).
However, the number of traders in Hong Kong funds, even large funds, will not exceed double digits. In order to accomplish the most things in a limited time, these foundations first buy index funds related to the market, such as TraHK (02800. HK), linked to the Hang Seng Index, and then select 30 to 40 stocks from Hang Seng constituent stocks for allocation. At the same time, in order to hedge, most funds will also buy Hang Seng Index futures.
This typical style also explains why large stocks, such as the Hong Kong Stock Exchange (00388. HK) was the biggest gainer among Hong Kong stocks on Wednesday. In addition, after learning the hype information that A shares have a larger premium than H shares, the fund began to chase up such stocks sharply last Wednesday. Last Thursday, the market chased up the large-cap stocks in the Hang Seng Index, such as local real estate stocks in Hong Kong. Last Friday, the fund immediately began to lay out medium-sized stocks, such as Vida International (0333 1. HK)。
"From here we can see the investment logic of the fund. Because there is not enough manpower, when the bull market comes, the foundation immediately lays out the big market and locks in the income. The next step is to buy large-cap stocks, and finally take time to pay attention to some small and medium-sized stocks. " Feng Hongyuan said.
Hong kong stock shopping list
After understanding the investment mode of the fund, small retail investors are also gearing up to enter the market. This bull market is coming. What kind of stock is worth starting with? Feng Hongyuan briefly introduced the following types of stocks to reporters:
1. Exclusive stock in Hong Kong
The so-called exclusive shares are shares that are only listed in Hong Kong and have a unique concept. Such as Tencent (00700. HK), the only TMT stock with such a huge internet empire, will have funds to enter the market no matter how much money. In addition, Kingsoft (03888. HK)、IgG (08002。 HK), Boya Interactive (00434. HK), Kingdee International (00268. HK) and so on. There are no such stocks in A shares, and there are no stocks with similar concepts. The so-called "things are rare", because of scarcity, there are funds to buy constantly.
In addition to the TMT plate, there are also local real estate developers in Hong Kong, such as Changhe (0000 1. HK) in Li Ka-shing, Sun Hung Kai (000 16. Hong Kong) and Xinhe Real Estate (00083. HK), these are also worthy of attention, because this kind of plate is unique to Hong Kong, the concept is scarce, and it will rise sooner or later.
2. Domestic demand for stocks
Under the constant offensive of e-commerce, traditional department stores and consumption share have been greatly impacted. In the Hong Kong stock market, such stocks have been relatively undervalued, but in fact, most of these stocks are not listed on the A-share market. If the financial situation is stable and there are no wonderful phenomena such as insolvency, you can consider starting.
For example, the well-known Belle International (0 1880. HK), although the growth rate of the company is not as fast as before, its brand will continue to grow. Such as Gome (00493. HK), the stock price plummeted due to management problems at that time, and sports stocks that were once crushed in the Hong Kong stock market, such as Xtep (0 1368. HK) and 366533.
3. "One Belt, One Road" concept stocks
The concept of "One Belt, One Road" is not only hyped in A shares, but also very popular in Hong Kong stocks, including China South Locomotive (60 1766, Consulting) (0 1766. HK) and CNR (60 1299, consulting) (06 198). Of course, the "Belt and Road" is not limited to railway and infrastructure stocks, but may also involve new energy and aviation and port stocks.
(The above answers were published on 20 15-04-20. Please refer to the actual situation for the current purchase policy. )
Comprehensive and timely real estate information, click to view.