MSTENCT@EC2608A(15458.HK)

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MSTENCT@EC2608A
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In "Major Banks," CICC lists the "heavy positions" of domestic actively managed equity funds in Hong Kong stocks for the last quarter (table)

CICC released a research report analyzing the investment situation of mainland public funds in Hong Kong stocks. In the fourth quarter of 2025, the heavy positions of actively managed equity funds in Hong Kong stocks showed a decrease in holdings of several stocks such as Tencent, Alibaba, and SMIC, while there was an increase in holdings of China National Offshore Oil Corporation, Ping An, and Meituan. Overall, there has been a significant adjustment in the investment strategy of mainland funds towards Hong Kong stocks

AASTOCKS·
US
TCTZF
+4.08%
HK
03033
-1.68%
US
TCEHY
+0.54%
AASTOCKS·
US
TCTZF
+4.08%
HK
03033
-1.68%
US
TCEHY
+0.54%

Hong Kong Stock Midday Review | The Hang Seng Index fluctuates narrowly, the technology sector generally declines, gold rises strongly, Ark Health rises 41.70%, leading active stocks

As of noon, the main indices of the Hong Kong stock market showed mixed trends. The Hang Seng Index rose slightly by 0.09%, the Hang Seng Tech Index fell by 1.31%, and the Hang Seng China Enterprises Index decreased by 0.09%, indicating a cautious market sentiment, with overall consolidation patterns maintained. The internet sector performed prominently, while the retail sector declined, and the gold sector showed divergence, with a clear preference for structural funds. Ark Health surged by 41.70% at noon, and Yangtze Optical Fibre and Cable rose by 14.82%, becoming the focus of market funds; some traditional blue chips like Zijin Mining performed strongly, while Alibaba faced slight pressure. The market is focused on macro data and policy expectations, with the trading theme highlighting thematic rotation and structural opportunities

Market Heartbeat·
HK
00700
0.00%
Market Heartbeat·
HK
00700
0.00%

Haitong International: Tencent is expected to remain stable in the fourth quarter of last year and maintain high-quality growth this year

Haitong International released a research report, maintaining an "Outperform" rating on Tencent Holdings with a target price of 700 yuan. It is expected that Tencent will maintain steady performance in the fourth quarter of 2025, with total revenue reaching 195 billion yuan, a year-on-year growth of 13%. Looking ahead to the fiscal year 2026, Tencent's gaming and advertising businesses are expected to continue high-quality growth, with significant increases in gaming and advertising revenue in both 2025 and 2026. Although capital expenditures may accelerate, a slight margin expansion is still anticipated

AASTOCKS·
US
FXI
-0.10%
US
TCTZF
+4.08%
US
TCEHY
+0.54%
AASTOCKS·
US
FXI
-0.10%
US
TCTZF
+4.08%
US
TCEHY
+0.54%

Hong Kong stocks intraday | The Hang Seng Index slightly rises, the technology index under pressure, gold leads a surge in the non-ferrous metal sector

As of midday, the three major indices of the Hong Kong stock market showed mixed trends. The Hang Seng Index rose slightly by 0.42%, the Hang Seng TECH Index weakened and fell by 1.25%, while the China Enterprises Index edged up, with the overall market primarily experiencing fluctuations. The focus of the market is on capital rotation and structural opportunities, with technology and cyclical stocks performing prominently. MEGAIN rose by 93.33% during the session, and FANGZHOU JIANKE increased by 39.22%, as market funds primarily targeted news-driven stocks. On the macro level, economic data and liquidity continue to dominate market sentiment

Market Heartbeat·
HK
00700
0.00%
Market Heartbeat·
HK
00700
0.00%

Jieyue Xingchen completed over 5 billion yuan in Series B+ financing, the highest single financing amount for domestic large models within a year

Jieyue Xingchen completed over 5 billion yuan in Series B+ financing, setting a record for the highest single financing amount in China's large model sector in the past 12 months. Participating investors include the State Investment Venture Capital Fund, China Life Equity, and Pudong Venture Capital, while existing shareholders such as Tencent, Qiming, and Wuyuan also participated in the follow-on investment

Wallstreetcn·
HK
00700
0.00%
US
TCEHY
+0.54%
US
FXI
-0.10%
Wallstreetcn·
HK
00700
0.00%
US
TCEHY
+0.54%
US
FXI
-0.10%
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