MS#HSI RC2810D

Economists 上调香港经济增长预测至 2.9%

Heng Seng Index Bull and Bear Street Position Ratio at 61:39, Bear Warrants Increased by 731 in the 26000-26099 Range

HSI Night Futures Closed Down 150 Points

Hong Kong Dollar HIBORs Generally Declining

HSF Night Session Closes Up 1.60% at 25,534.08

HSI Futures Open 1.03% Lower at 25,389.93

S&P Global: Hong Kong PMI Rises to 53.3 in February

Hong Kong Futures Soft, March Index Futures Close at 25214 Down 1.72%

HSF Futures Night Session Closed 0.87% Higher at 26,112.20

Financial Secretary Paul Chan Pushes for Continuous Market Reform in Hong Kong

HSF Futures Open 1.40% Lower at 26,236.68

HSI Futures Evening Session Closes Down 0.54% at 26,465

CITIC Securities Hang Seng Index Bull and Bear Warrant Street Position Ratio and Changes

Hong Kong Interbank Offered Rates (HIBOR) Across the Board Slightly Up

Hang Seng Index Night Futures Close Up 181 Points

HSI Futures Night Session Closes Up 0.65% at 26,923

Hong Kong Stock Market Stamp Duty Boosts Government Revenue, 2026 Budget Forecast Shows Little Increase

Government Announces Budget Forecasting Surplus from 2026/27 Fiscal Year Onwards

Hong Kong Increases Stamp Duty on Residential Properties Over HKD 100 Million

Financial Secretary Paul Chan's Budget Speech Predicts HK Economic Growth

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Dah Sing Bank's Economic Research Department pointed out that the mainland's economic growth target has been lowered to 4.5% to 5%, the mildest target since 1991, with an inflation target maintained at around 2%. The budget deficit ratio remains around 4%, and the new quota for special local government bonds is 4.4 trillion yuan. Policies will continue to implement proactive fiscal policies and moderately loose monetary policies. Dah Sing Bank maintains a "neutral" view on Hong Kong stocks, believing that the market may fluctuate in the short term, and if the Hang Seng Index falls below 25,000 points, it may test 24,000 points

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Dah Sing Bank Research Department: Mainland lowers growth target to 4.5% to 5%, maintains Hong Kong stock outlook at "neutral"

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The Hang Seng TECH Index rose by 3.5%, closing at 4,965.52 points. The Hang Seng Index increased by 1.70%, closing at 25,762.50 points

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A Bloomberg survey shows that economists have raised the median forecast for Hong Kong's economic growth in 2023 to 2.9%, reflecting improved financial activity and support from the fiscal budget. The year-on-year growth forecasts for each quarter have reached or exceeded 2.5%. Economists from Crédit Agricole point out that Hong Kong will experience moderate growth, with the government's increased bond issuance to fund infrastructure construction supporting mid-term growth. Economists from OCBC Bank indicate that declining interest rates, a weaker Hong Kong dollar, and a favorable policy environment will support economic growth next year

Bloomberg survey: Economists raise Hong Kong's economic growth forecast for this year to 2.9%

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Hong Kong's participation at Mobile World Congress (MWC) and 4YFN 2026 in Barcelona showcased 20 local innovation and technology companies. The event highlighted Hong Kong's strengths in R&D and its role as a leading I&T hub, facilitating global business collaborations. HKTDC and HKSTP emphasized the city's competitive edge in mobile communications and technology innovation. The dual-pavilion layout attracted significant international interest, with dialogues and seminars aimed at promoting Hong Kong as a strategic entry point for companies targeting Asian markets. The initiative aligns with China's focus on technological innovation in its 15th Five-Year Plan.

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Hong Kong Tech Innovators Drive Success at Mobile World Congress and 4YFN Barcelona 2026

The Hong Kong Monetary Authority, Securities and Futures Commission, Insurance Authority, and Mandatory Provident Fund Schemes Authority, in collaboration with Hong Kong Cyberport Management Company Limited, have jointly launched a Generative Artificial Intelligence (Gen AI) Sandbox ++ program aimed at promoting AI applications in the financial sector. The program covers multiple areas including banking, securities, and asset management, focusing on risk management, anti-fraud, and customer experience. Participating institutions will receive regulatory guidance, technical support, and free access to AI supercomputing resources. This initiative aims to enhance the efficiency and competitiveness of Hong Kong's financial services

Tasty Money

Hong Kong regulators join forces to promote generative AI sandbox ++

Economists Lift Hong Kong 2026 Growth Forecast to 2.9%, Bloomberg Survey Says

marketscreener

Economists Lift Hong Kong 2026 Growth Forecast to 2.9%, Bloomberg Survey Says

Diary - Hong Kong corporate earnings week ahead

Diary - Hong Kong corporate earnings week ahead

Hong Kong's economic growth for this year is anticipated to surpass earlier predictions, driven by enhanced financial activity and government expansionary policies. Bloomberg posted on X, highlighting the positive outlook following the government's budget announcement on February 25. The revised forecast reflects optimism in the region's economic prospects, bolstered by strategic fiscal measures aimed at stimulating growth. Analysts suggest that these factors could contribute to a more robust economic performance for Hong Kong in 2023.

CoinLive

Hong Kong's Economic Growth Forecast Revised Upward for 2023

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JP Morgan released a report after the Fourth Session of the 14th National People's Congress, predicting that China's GDP will grow by 4.7% in 2023. The conference goals align with expectations, with a GDP growth target of 4.5%-5% and a budget deficit maintained at 4%. Despite weak domestic demand, the CPI inflation target is around 2%, but achieving it faces challenges. The report indicates that macro policies will be more proactive, with the fiscal deficit expected to expand to 11% of GDP. At the same time, the regulatory priority for the real estate market and local government debt risks has decreased, which may affect policy support

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"Big Banks" JP Morgan: The report from the National People's Congress does not show major surprises in policy, expects China's GDP growth to be 4.7% this year

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According to the latest Hong Kong Interbank Offered Rate (HIBOR) published by the Hong Kong Association of Banks, the overnight interbank rate is reported at 1.5625%, hitting a one-month low. The one-month interbank rate, which is related to mortgage rates, is reported at 2.19613%, also reaching a one-month low

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The one-month Hong Kong Interbank Offered Rate (HIBOR) has fallen to 2.19%, reaching a one-month low

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36Kr learned that Hong Kong stocks opened high and continued to rise, with the Hang Seng Technology Index up over 3%, the Hang Seng Index up 1.5%, and tech stocks continuing to warm up. JD.com rose 7.6% after earnings, NetEase rose 5.5%, and Tencent Holdings, Xiaomi Group, Alibaba, and MEITUAN all rose over 3%

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Hong Kong stocks opened high and rose further, with the Hang Seng Technology Index up over 3%

The Hang Seng Index's increase has expanded to 1%, and the Hang Seng TECH Index's increase has expanded to 2.38%

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Mainland Investors Sell Record HK$27.7 Billion of Hong Kong Stocks

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Mainland Investors Sell Record HK$27.7 Billion of Hong Kong Stocks

$Hang Seng Index(00HSI.HK)has evolved into a hybrid market that reflects China’s economic cycle more than Hong Kong’s domestic fundamentals. Its performance is increasingly driven by mainland policy follow-through, earnings durability in platform and financial stocks, and cross-border capital flows via Stock Connect. Valuation alone is no longer a catalyst; sustained upside depends on whether policy support translates into real profit recovery and renewed confidence from long-term global investors.

$XTALPI(02228.HK) The first to rise in the Hong Kong stock watch list! Push it up!

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The exchange rate of HKD against USD is rising rapidly. Will there still be big opportunities in Hong Kong stocks? $Hang Seng Index(00HSI.HK) $Hang Seng TECH Index(STECH.HK)

While the US stock market hovers under the shadow of tariffs, the Hong Kong stock market is experiencing a liquidity-driven structural frenzy. But is this 'Hong Kong stocks feast' the beginning of a trend revaluation, or a short-lived bubble induced by capital?From a macro perspective, the weak dollar cycle and the abundance of Hong Kong dollar liquidity are the core drivers of the Hong Kong stock market. In May, US tariff revenue surged to a peak of $22 billion, yet the CPI remained stable, coupled with the potential impact of immigration policies on the job market, the probability of a Fed rate cut in June-July is extremely low. The US stock market remains in a tug-of-war between 'chicken ribs market and downside risk.' In contrast, the Hong Kong dollar exchange rate has quickly slid from the strong-side guarantee to the weak-side edge, HIBOR rates are nearly zero, and the abundant liquidity is flooding into new consumption, innovative drugs, and A/H premium targets, driving both blue-chip dividend stocks and growth assets higher.However, the sustainability of the structural revaluation of Hong Kong stocks is highly dependent on the liquidity environment. The current extremely low level of HIBOR has deviated from the US benchmark interest rate. If the Fed's policy shifts or there are changes in the supply and demand of funds, a liquidity retreat could trigger a valuation correction. More critically, the structural premium of the same asset in Hong Kong stocks compared to A-shares lacks fundamental support. In a market dominated by southbound funds, caution is needed against the risk of valuation overshoot under 'capital frenzy.'In the short term, as long as the cost of borrowing in Hong Kong dollars remains low, there is still room for liquidity-driven revaluation to continue. However, in the long term, whether Hong Kong stocks can escape the 'capital market' dilemma depends on whether corporate earnings can take over liquidity as the anchor of valuation. Investors need to closely monitor changes in HIBOR rates and maintain sensitivity to risks amid the liquidity feast. $Hang Seng Index(00HSI.HK)

$Hang Seng Index(00HSI.HK)When the Hong Kong dollar triggers the strong-side convertibility undertaking, the Hong Kong government will be forced to issue Hong Kong dollars to buy US dollars (unless Hong Kong abandons the linked exchange rate system due to another crisis caused by excessive base money).Short-term may benefit the Hong Kong stock market.

On a weekly basis, the southbound capital flow in Hong Kong stocks was a net outflow in the past week. This is unusual, as it's the first time this has happened in at least over a year. $HSTECH ETF(03032.HK) $Hang Seng Index(00HSI.HK) $XIAOMI-W(01810.HK)

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Xiaomi HK SDR 2to1

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$XTALPI(02228.HK)$Hang Seng Index(00HSI.HK)This is a key macro indicator for Hong Kong stocks.

$Hang Seng Index(00HSI.HK) $XTALPI(02228.HK) Who should be blamed for these poor souls in Hong Kong stocks today? Sigh... damn it

During the 2018 trade war, Gao Shanwen gave a relatively well-known internal speech:Our generation has already made enough money, so young people should just wash up and go to sleep.As for the 2025 tariff war, what I want to say is: young people might not be able to sleep.$Hang Seng Index(00HSI.HK)$Hang Seng TECH Index(STECH.HK)$Invesco QQQ Trust(QQQ.US)$SPDR S&amp;P 500(SPY.US)

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Another day protected by southbound capital! At 13:30 in the afternoon, the southbound capital suddenly surged, and the intraday chart skyrocketed after a 10-minute delay (did you day trade during these 10 minutes? 😂).Unlike yesterday, the southbound capital first rose and then fell in the morning, showing overall weakness. By 13:30, the net purchase was only 1.5 billion. After the surge, the cumulative net purchase for the day reached 5.15 billion. Compared with yesterday, I'm more convinced that there is a will behind the southbound capital.$Hang Seng Index(00HSI.HK) $BABA-W(09988.HK) $TENCENT(00700.HK)

MS#HSI RC2810D(64527.HK)

Dah Sing Bank Research Department: Mainland lowers growth target to 4.5% to 5%, maintains Hong Kong stock outlook at "neutral"

The Hang Seng TECH Index rose by 3.5%, closing at 4,965.52 points. The Hang Seng Index increased by 1.70%, closing at 25,762.50 points

Bloomberg survey: Economists raise Hong Kong's economic growth forecast for this year to 2.9%

Hong Kong Tech Innovators Drive Success at Mobile World Congress and 4YFN Barcelona 2026

Hong Kong regulators join forces to promote generative AI sandbox ++