HENDERSON LAND (12.HK): The reserve requirement ratio cut policy provides support, willingness to accumulate at low levels is rising, and short-term wait-and-see sentiment has not dissipated

Technical Forecast
2026.02.04 01:00
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On February 3rd, HENDERSON LAND saw a moderate increase in overall volume, briefly touching the technical upper limit before experiencing slight fluctuations. The real estate sector showed a clear trend of low-level accumulation under expectations of interest rate cuts and easing, with continuous inflow of main funds. The approval of new real estate projects in Hong Kong and the month-on-month improvement in new home transactions provided positive signals to the market, while last week's fund rotation boosted the short-term heat of the sector. Throughout the day, funds alternated in multiple rounds, repeatedly testing near the 20-day moving average, with market sentiment remaining cautious. From a technical perspective, the bullish structure is gradually repairing, with short-term support strengthening, but the upper pressure zone has yet to be broken. Internal rotation within the sector is accelerating, with a dominant wait-and-see demand. In the future, attention should be paid to the actual implementation of policies and the rotation of buying interest in the sector. If policies become marginally tighter or risk appetite weakens, a short-term pullback may still occur. The combination of technological innovation and a new cycle in real estate is a potential mid-term highlight for HENDERSON LAND, but industry confidence fluctuations need to be observed dynamically