Morning Trend | CK ASSET gently rises, is the control style of real estate blue chips about to change?

CK ASSET (1113.HK) showed a significantly strong performance yesterday, with moderate capital inflow during the session lifting the stock. Influenced by new industry policies, real estate blue chips are once again in demand, and some medium-term capital allocation intentions have increased. The company's new projects in the Greater Bay Area have also become a new hotspot in the market. Overall, with the Hong Kong stock market warming up and real estate weights gaining strength, the control intensity has increased, leading to a synchronized performance of the sector driven by structural breakthroughs.

Throughout the day, the net inflow of main funds expanded, and the MACD short-term indicator turned upward, with market bullish sentiment continuously accumulating. Traders are focusing on whether the stock can achieve a phase rebound by leveraging policy dividends.

The increased volatility in the sector attracts short-term trading funds but also brings risks of chasing high prices. If the market weakens or unexpected negative news arises, the real estate rebound could stall at any time. Investors are advised to closely monitor the movements of main funds and changes in policy trends, and to pay attention to dynamic adjustments of profit-taking and stop-loss strategies. While the bullish logic for the year still exists, caution is needed when chasing high prices in the short term. Timely profit-taking should be implemented when structural breakthroughs encounter resistance, with a focus on defensive operational strategies