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#股市金融

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TodayOct 20Tue
  1. 明報·每日經濟19

    Wong Bat: How Do I Put Economic Theory Into Practice?

    Wong Bat uses the example of CK Hutchison group's global businesses to explain that companies can clearly see where there are asset bubbles and where investments offer a favourable risk-reward ratio, so they can sell at highs and buy at lows. He quotes a friend working in the CK Hutchison group as saying this differs from the perspective of companies with only local operations, and says putting economics into practice may perhaps mean "governing a big country is like cooking a small fish".

  2. 明報·每日經濟30

    Cheung Siu-chung: China Life and ChiNext on the Mainland Fall in Tandem

    China Life and the mainland ChiNext fell in tandem. The Hang Seng Index fell 24 points last week, far outperforming the Japanese, South Korean and Taiwanese markets and US stocks, having recently withstood the impact of a crash-style slump in A-shares. Market focus remains on AI concept stocks and on when A-shares will stop falling, while the Philadelphia Semiconductor Index is moving ever closer to the low it recorded in July; meanwhile, the central government is reported to have begun window guidance to ban selling.

  4. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟52

    港上市3隻黃金ETF齊增發 共儲金10噸

    明報統計，截至上周二（13日），3隻在港上市黃金ETF累計儲存黃金1.03萬千克，即10.3公噸。恒生投資管理、惠理及南方東英的黃金ETF標榜黃金存放香港境內、可實物兌換。港府推動擴建機場金庫，整體庫存容量超過2000噸，並配合放寬強積金投資黃金ETF最多佔組合一成。

Oct 19Mon
  1. 香港電台·即時本地47

    Wu Qing: Continuing to Deepen Inclusive Reform of Capital Market, Approves Registration of First Batch of 18 Active ETFs

    Securities and Futures Commission of China Chairman Wu Qing said at the 2026 Annual Financial Street Forum that the commission will continue to deepen inclusive reform of the capital market and has approved the registration of the first batch of 18 active ETFs, bringing more incremental capital into the market. He proposed improving the convenience of QFII investment operations and accelerating the inclusion of the RMB stock trading counter and REITs in Stock Connect, while warning that cross-border and cross-market risk transmission warrants high vigilance, and pledging to make every effort to safeguard the security and stability of the capital market.

  4. 明報·每日經濟20

    Yan Chong: Income Investing Should Not Lose Its Original Purpose; HSBC Turned Trading Stock Will Eventually Correct

    Yan Chong says the latest US inflation data came in above market expectations, US stocks fell sharply before rebounding, Hong Kong stocks followed US stocks lower, and last Friday's rebound was weak due to the Chung Yeung Festival long weekend, with the overall mood still poor. He reminds that income investing should not lose its original purpose, and HSBC, having turned into a trading stock, will eventually correct.

  5. 明報·每日經濟20

    Tikehau Says Asia Private Equity Has Room to Grow, Plans to Hire More Staff in Hong Kong

    Louis d'Estienne d'Orves, Tikehau's head of Asia-Pacific, says Asian pension funds allocate about 7 per cent of assets to private assets, far below nearly 40 per cent in the US, reflecting significant room for growth. The firm's client AUM in Hong Kong has grown 30 per cent year on year since the start of this year, and it plans to hire 2 more Hong Kong fundraising staff by the end of the year to 4, expecting AUM to double in the next one to two years.

  6. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟22

    Tikehau：高息環境為私募信貸投資創商機

    另類資產管理公司Tikehau共同創辦人Mathieu Chabran認為，高息環境為私募信貸投資創造機會。他指出，不少在新冠疫情低息時融資的債券和私募信貸已差不多到期，在目前較高息環境下再融資，將為信貸投資者提供更高回報。美國5年期國債債息早前曾升穿5厘水平，同時推高企業融資利率。

Oct 18Sun
  2. 南華早報·香港42

    Hong Kong Hosts Apec Finance Ministers' Meeting as Beijing Seeks to Cement Offshore Renminbi Hub Status

    Hong Kong hosted the Apec finance ministers' meeting on Tuesday, a move by Beijing seen as a deliberate arrangement aimed at boosting Hong Kong's status as an offshore renminbi centre. A South China Morning Post series examines what the summit means for Hong Kong's status as an international financial centre and for Beijing's influence on the global stage.

  3. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟13

    張宗永：「易點投」與預測市場

    張宗永撰文回顧近10年前在內地創立互聯網財經社區平台時，推出名為「易點投」的產品，讓用戶預測下周指數升跌，平台按當時市場情況計算賠率。他指該產品當時非常受歡迎，平台主要負責引流，真正開盤做莊的仍是券商，並認為這類二元期權本質上只是放大了的認購價差期權。

Oct 17Sat
  1. 南華早報·商業12

    AI Glasses Can Act as Tour Guides and Translators, but Technical Problems Slow Adoption

    AI glasses can act as tour guides, take hands-free photos and translate foreign languages, and are relatively affordable in China. Analysts say that as technology improves and more devices enter the market, AI glasses are gradually being adopted by travellers, but technical problems still slow the adoption of these devices, which can be worn like ordinary glasses and connect to smartphones.

  2. 南華早報·香港48

    Christopher Hui: Hong Kong to Launch Central Gold Clearing Platform in First Quarter of Next Year, Aiming to Become Global Gold Hub

    Secretary for Financial Services and the Treasury Christopher Hui says Hong Kong will officially launch a central gold clearing platform in the first quarter of next year and, with unique advantages different from London's, accelerate the development of an international gold and precious metals trading ecosystem covering the entire value chain. In an exclusive interview with the South China Morning Post, he said these features will set Hong Kong apart from London, a major bullion trading hub.

  3. 南華早報·商業22

    Foreign Banks Trim China Branch Networks as Low Returns Test Strategy

    Nearly 20 years after foreign banks were allowed to handle renminbi business for local clients, they are still adjusting their China strategies. Citigroup has exited China retail banking, while other foreign banks continue to close branches and sub-branches, shifting to digital services, wealth management and core clients. Deutsche Bank (China) announced branch closures.

  4. 明報·每日經濟40

    Chow Sang Sang Q3 Hong Kong and Macau Same-Store Sales Up 7%

    Chow Sang Sang announced its key operating data for the third quarter, with overall retail sales value up 3 per cent year on year, while same-store sales in the mainland and in Hong Kong and Macau rose 4 per cent and 7 per cent year on year respectively. The group said that although the mainland market was affected by cautious consumer sentiment, macroeconomic uncertainty and gold price volatility, demand for gold jewellery remained positive, with priced gold jewellery continuing to be favoured, and together with broad customer demand in Hong Kong and Macau, this drove sales growth.

  5. 明報·每日經濟12

    Suga International Develops In-House AI Agent System to Help Analyse Potential Collaboration Opportunities

    Suga International (0912) is taking part in the Hong Kong Electronics Fair (Autumn Edition) again this year, with a focus on exhibiting 3 self-developed AI solutions, including an AI standard operating procedure monitoring system, an AI computer vision CCTV system and an autonomous AI agent system. Group chief executive Ng Man-cheuk said the group is gradually integrating AI technology into its existing electronics manufacturing, Internet of Things and pet businesses, but it is currently mainly used internally, with no publicly available timetable for commercial application for now.

  8. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟56

    港交所公布諮詢總結 「T+1」目標2028年下半年實施

    港交所公布諮詢總結，將股票結算周期由「T+2」縮短至「T+1」的目標改為2028年下半年完成過渡，較原計劃2027年第四季推遲。港交所稱稍後階段將進行市場測試和準備情况評估，期望市場於2028年9月或之前準備就緒，最終實施日期視乎監管機構批准及市場準備情况另行公布。

  9. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟50

    美匯美債息回落 恒指隨外圍反彈 人幣在岸價收6.6868逾4年高

    美國9月PPI急升兼超預期，市場反而預測11月中期大選前暫緩加息，美匯及美債息高位急回，帶動人民幣在岸價收報6.6868，再創逾4年新高。亞洲主要股市齊反彈，港股科技及國際金融股領漲，惟龍頭科網及AI概念股午後升幅收窄，內銀內險續受壓，國壽連跌4日累跌10%，恒指升幅收窄至0.52%。

Oct 16Fri

  1. Translation is not available yet. Showing the Traditional Chinese version.

    香港電台·即時本地65

    港交所擬實施港股T+1結算周期 2028年下半年完成過渡

    港交所刊發諮詢總結文件，指市場廣泛支持香港證券市場實施T+1結算周期，計劃在市場準備就緒並獲監管機構批准的前提下，於2028年下半年完成過渡。港交所將採用三層實施方案，包括優化T+1結算營運模式、開發新工作流程工具及與業界協會溝通；港股通將繼續沿用香港結算安排，同步過渡至T+1。

    Why read this: 港交所公布T+1結算諮詢總結及三層實施方案，讀者可了解過渡時間表與港股通同步安排。

  3. 南華早報·商業22

    Financial Street Forum to Be Held Next Week as Market Watches for Further Market-Opening Signals from Chinese Regulators

    International investors will watch next week's Financial Street Forum for clues from Chinese regulators on further opening the financial market. Visa's earlier approval has raised expectations of deeper participation in the Chinese market. Regulators may announce more measures at the forum to deepen renminbi internationalisation and improve the mutual access mechanisms connecting mainland and overseas investors.

  4. Translation is not available yet. Showing the Traditional Chinese version.

    南華早報·商業60

    港交所將T+1結算推遲至2028年下半年

    港交所表示，已將縮短股份交易結算時間的計劃推遲至2028年下半年，以回應業界普遍要求更多準備時間。港交所確認南華早報周三的報道，並在周五聲明中表示不會按4月諮詢文件提出的時間表推進，該時間表原擬於2027年第四季實施T+1系統。

  5. Translation is not available yet. Showing the Traditional Chinese version.

    香港經濟日報·香港12

    TVB夥紅果短劇拍《金枝慾孽之宮牆折柳》 陳豪時隔多年再演孔武

    無綫集團（TVB）今日宣佈與內地短劇平台「紅果短劇」合作，首部聯合打造的《金枝慾孽》番外篇《金枝慾孽之宮牆折柳》於橫店明清宮苑舉行開機儀式。陳豪時隔多年再以經典角色「孔武」現身，陳自瑤、龔嘉欣、鄭子誠等坐鎮，內地演員趙夕汐及阮浩棕擔正男女主角。TVB戲劇部助理總監文偉鴻稱，將以拍攝傳統重頭大劇的嚴謹規格製作這部豎屏短劇。

  6. 南華早報·商業10

    HSBC Survey: 60 Per Cent of Hong Kong Affluent Investors Have Let Professionals Decide Their Portfolios

    An HSBC survey conducted in June 2026 interviewed more than 1,200 affluent and high-net-worth investors in Hong Kong, finding that 60 per cent said they had let financial professionals or institutions decide their investment portfolios. The survey reflects that even with market information readily available, investment decisions do not necessarily become easier as a result.

  7. 南華早報·商業60

    Hong Kong Cracks Down on IPO Fraud as Financial Sector Braces for Short-Term Turbulence

    South China Morning Post reports that Hong Kong regulators are cracking down hard on fraud in the initial public offering market, triggering knock-on effects across the financial industry. Sources expect short-term turbulence, with some listing plans scaled back or even cancelled. Financial intermediaries and IPO sponsors are in a "difficult position", having to conduct deeper due diligence to ensure deals are not distorted.

  8. Translation is not available yet. Showing the Traditional Chinese version.

    南華早報·商業29

    香港投資者亞洲最進取 想跑贏大市但回報預期較克制

    全球資產管理公司 Natixis Investment Managers 於 8 月進行的調查顯示，約 95% 的香港受訪者希望跑贏大市，屬亞洲最高比例，亞洲平均為 85%。香港投資者是亞洲最具野心的選股者，但相比受人工智能熱潮帶動的區內同業，其回報預期明顯較為保守。

  9. Translation is not available yet. Showing the Traditional Chinese version.

    香港經濟日報·財經地產24

    ET個股推介｜現金流強+逾5厘息 留意中國食品（00506）

    ET今日個股推介中國食品（00506），揀選理由是現金流強兼息率逾5厘，具備收息與增長條件。中國食品最新預期市盈率不足10倍、息率逾5厘，上半年業績穩增，汽水主業提供現金流，無糖產品、功能飲料及新渠道帶動增量。

  10. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟25

    盧駿匡：恒指仍存下行壓力 或下試23000

    盧駿匡指恒生指數仍存下行壓力，或下試23000點。恒指近日於24,300點附近反覆，跌勢表面放緩但企穩不等於重拾升勢。從市場寬度、權重股表現及反彈幅度等量化數據看，大市仍缺乏明確轉強信號，並要留意反彈動力逐步減弱的風險。

  11. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟40

    高息活期存款有條件 留意首月利率

    銀行現有高息港元活期存款優惠，部分選擇利率逾3厘，個別更可逾7厘，適合要保持資金流動性的存款人。由於不少優惠利率屬漸進式增加，如考慮隨時「轉會」至定存，宜揀首階段已提供較高年利率的優惠，或部分銀行予新客戶的優惠。

  12. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟45

    葉創成：新股市場不濟 敘做港元定存

    葉創成本年下半年對多數新股持審慎觀點，統計期內持審慎觀點且已成功上市的10隻新股，以昨日收市價對比上市價，僅拿森科技（2261）錄得升價，其餘9隻均下跌，股價「潛水」比率高達90%。期間他只對歡創科技（6802）相對看好，對中際旭創（3308）看法中性。

  13. Translation is not available yet. Showing the Traditional Chinese version.

    明報·每日經濟26

    植耀輝：台積電下跌成增持機會

    植耀輝視台積電下跌為增持機會，對個別股份前景仍有信心，待其公布最新業績後再決定下一步部署。恒指勉強守住兩萬四關口，受美國加息陰霾及AI相關股急挫衝擊，不少股份本週累積跌幅達兩成至三成，後市關鍵仍看息口去向及科企季績表現。

  15. 明報·每日經濟32

    Cheung Siu-chung: Semiconductor ETF Bet Pays Off, Can Add More as Price Rises

    Cheung Siu-chung said the semiconductor ETF bet has paid off and more can be added as the price rises. The Hang Seng Index fell 251 points yesterday to close at 24,062 points, with turnover of $224.1 billion. US CPI came in above expectations, while a surge in CoreWeave's bond yields and CDS caused semiconductor stocks to plunge sharply; the Nasdaq fell 2 per cent on Wednesday night and South Korean stocks slumped 7.5 per cent.

  17. 明報·每日經濟28

    HSBC launches digital discretionary investment for retail customers

    HSBC has launched a digital discretionary portfolio management service, "Portfolio+", becoming the first retail bank to offer such a service. The bank's portfolio managers invest on behalf of clients, who do not need to select individual investments or handle day-to-day investment decisions. Lillian Ng, Head of Wealth and Financial Solutions, Hong Kong at HSBC, said private banks already offer discretionary investment services, and the service is now being brought to retail customers through technology.