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#股市金融

Today6items
Oct 7Wed
  1. Translation is not available yet. Showing the Traditional Chinese version.

    政府新聞處·新聞公報58

    署理財經事務及庫務局局長陳浩濂在立法會就《香港第一個五年規劃》及《施政報告》致謝議案致辭

    署理財經事務及庫務局局長陳浩濂十月七日在立法會就《香港第一個五年規劃》及二○二六年《施政報告》致謝議案合併辯論致辭,提出強化國際金融中心、新增長點及「金融+」三大方向措施。當中包括金管局與中國人民銀行探討優化貨幣互換協議、推出七天離岸人民幣流動資金投標機制,「債券通」抵押品接受範圍十一月起擴大,並建議由二○二六/二七課稅年度起將第二名及其後子女免稅額由14萬元提高至16萬元。

  2. 南華早報·商業21

    Family offices expand into private equity, infrastructure and alternative investments

    Asian family offices are broadening their allocations to private equity, infrastructure and alternative investments. Some analysts say second- and third-generation leaders are departing from the original fundamentals of wealth creation, but the wealth management sector believes the view is not entirely accurate, as they still assess opportunities according to circumstances and adjust portfolios to balance risk.

  3. 政府新聞處·新聞公報68

    Financial Secretary Paul Chan delivers speech at Legislative Council, briefing economic data and setting out directions for the four major centres under the Five-Year Plan

    Paul Chan delivered a speech at the Legislative Council on 7 October during the consolidated debate on the motion concerning Hong Kong's First Five-Year Plan and the motion of thanks for the 2026 Policy Address, first briefing on Hong Kong's latest economic situation: growth of 5.1% in the first half, a 52% rise in export values from July to August, unemployment of 3.8% from June to August, and a full-year real growth forecast of 3.5% to 4.5%. The speech also set out the direction of progress in finance, shipping and aviation, trade, innovation and technology, and talent聚集聚.

    Why read this: The speech lists verifiable figures including first-half economic growth, export values, unemployment and stock market turnover, helping readers grasp the economic footing of the Five-Year Plan.

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

    香港電台·即時本地58

    港股低收150點結束兩日升勢 地產股造好

    港股連升兩日後回吐,恒生指數收報24130點,跌150點,跌幅逾0.6%,主板成交額947億元,連續3日不足千億元。地產分類指數升1%,九龍倉置業、恒地、新世界發展及新地升逾1%至逾2%;滙控跌約2%,科技指數收報4194點,跌約0.7%。

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

    香港電台·即時本地63

    陳茂波有信心香港全年經濟增長達3.5%至4.5%修訂預測

    財政司司長陳茂波在立法會表示,香港今年上半年按年增長5.1%,他有信心全年經濟實質增長達3.5%至4.5%的修訂預測。7至8月出口貨值按年升52%、連續19個月雙位位數增長,6至8月失業率為3.8%。首9個月平均每日成交額2729億港元,118宗首宗公開招股集資3880億元。

    Why read this: 陳茂波列出上半年增長5.1%、出口貨值升52%和失業率3.8%等數字,讀者可據此核對全年3.5%至4.5%預測的依據。

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

    香港電台·即時本地64

    GUM:今年首3季強積金回報6.2% 成員人均賺20287元

    強積金顧問GUM公布,今年首3季強積金綜合指數上升6.2%,成員人均賺20287元,單計第3季人均賺1762元。股票基金指數升8.3%,亞洲股票基金首3季回報達24.3%,香港股票基金負回報3.8%表現最差。首8個月基金轉換額約498億元,推算全年747億元,按年上升逾25%。

    Why read this: 列出各類強積金基金首三季回報差異與轉換金額,讀者可對照自己的強積金表現。

  7. 政府新聞處·新聞公報54

    Legislative Council Question 13: Regulation of emerging payment platforms

    Acting Secretary for Financial Services and the Treasury Joseph Chan Ho-lim replied in writing to a question from Chan Chun-ying, stating that from January 2024 to September 2026, the Hong Kong Monetary Authority received 16 complaints alleging unlicensed operation of stored value payment facilities, of which 1 was substantiated and the complainant reported no loss. Platforms involved in currency exchange or cross-border remittances must obtain a licence from the Customs and Excise Department, while those offering "buy now, pay later" services involving lending business must obtain a money lender's licence under the Money Lenders Ordinance.

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

    香港電台·即時本地50

    許正宇:政府與倫敦金銀市場協會探討合格交割標準合作

    財經事務及庫務局局長許正宇表示,政府正與倫敦金銀市場協會探討落實在合格交割標準上的合作,若落實可將國際認可標準融入香港黃金市場基礎設施。他在意大利索倫托出席全球貴金屬會議時宣布,協會將與特區政府及香港貴金屬中央結算系統公司於明年4月在香港合辦亞洲論壇;港金結算公司試營運已有11家銀行任臨時直接參與者,連結即時支付結算系統以實現貨銀對付結算的工作已進入最後階段。

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

    香港電台·即時本地59

    警方拘捕4名男女 涉偽造出糧紀錄及文件騙7000萬元按揭貸款

    警方商業罪案調查科以串謀詐騙罪拘捕3男1女,涉嫌以虛假出糧紀錄及偽造文件,為一個住宅物業向3間金融機構申請按揭,騙取超過7000萬元貸款。被捕人年齡30至42歲,警方指他們在2021年至2023年間開設空殼公司誇大收入,行動中檢獲手機、電腦及印章等,不排除有 further 拘捕。

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

    政府新聞處·新聞公報45

    立法會十七題:縮短股票現貨市場結算周期

    港交所建議將香港股票現貨市場結算周期由T+2縮短至T+1,最快二○二七年第四季實施,署理財經事務及庫務局局長陳浩濂書面答覆立法會提問。港交所目標於年內發表諮詢總結及實施時間表,並將預留充足準備時間,照顧中小型證券商的系統升級需要。投委會將透過多元平台加強零售投資者教育,港交所亦會設T+1專題網頁發布資料。

  11. 政府新聞處·新聞公報48

    Financial Secretary attends global precious metals conference, outlining Hong Kong's "gold blueprint"

    Secretary for Financial Services and the Treasury Christopher Hui attended the London Bullion Market Association's Global Precious Metals Conference 2026 in Sorrento, Italy, outlining the development of Hong Kong's gold trading ecosystem. The trial operation of Hong Kong's central gold clearing and settlement system has received an ideal response, with 11 banks serving as temporary direct participants in the settlement system, which will commence formal operation in the first quarter of next year; the London Bullion Market Association will also co-host an Asian forum in Hong Kong with the Hong Kong Government and the Hong Kong Gold Clearing Company Limited in April next year.

  12. 香港電台·即時本地41

    Chan Chun-ying suggests striving for gold reserves to be stored in Hong Kong; Kan Wai-man advocates studying RMB payments for Northern Metropolis procurement

    Chan Chun-ying suggested in a LegCo joint debate that efforts be made to secure gold reserves from the People's Bank of India, India and ASEAN central banks to be stored in Hong Kong, in order to enhance physical scale and credibility. Kan Wai-man, meanwhile, advocated that, with suppliers' consent, government expenditure on cross-boundary infrastructure procurement in the Northern Metropolis be paid in renminbi. Cheung Pui-kong expressed hope that the Kai Tak Line could connect to Kai Tak Hospital, facilitating residents' cross-district medical visits.

  13. 香港經濟日報·財經地產24

    ET stock pick | AI monetisation accelerates, keep an eye on Marketingforce (02556)

    Hong Kong Economic Times today selected Marketingforce (02556) in its ET stock pick, noting that at this stage, attention should be paid to Hong Kong-listed software companies that can convert AI into customer payments, profits and cash flow; along this framework, the stock is worth watching. Marketingforce is mainly engaged in SaaS (software as a service) business.

  14. 明報·每日經濟25

    Fund Zone: Schroders: Watch out for AI earnings bubble risk, adopt active value investment strategy

    Johanna Kyrklund, Chief Investment Officer of Schroders Investment Group, warned that AI-related stocks face the risk of an "earnings bubble", and suggested adopting an active value investment strategy to diversify the risks associated with the AI investment theme. She pointed out that the huge capital expenditure deployed by tech giants in artificial intelligence has driven earnings growth, lifting the performance of AI-related stocks.

  15. 明報·每日經濟37

    Lau Sze-ming: Pharma and biotech uptrend resilient, Innovent Biologics a bet on catching up

    Lau Sze-ming said the uptrend in pharmaceuticals and biotechnology is resilient, and Innovent Biologics can be a bet on catching up. Record highs on the US Nasdaq drove Asia-Pacific markets, with Japan's Nikkei rising again by over 1 per cent, just 3 per cent away from its historic high, while Taiwan's weighted index edged up to close at a record after approaching the 50,000 mark. Mainland A-shares were under pressure before the long holiday, and their performance when trading resumes tomorrow will determine the direction of Hong Kong stocks, with a wait-and-see mood prevailing in the local market today.

  16. 明報·每日經濟27

    Peter Wong Tak-kei: CK Asset's years-long oil sands strategy gradually realising its value

    CK Asset Holdings (0001), helmed by Victor Li, is entering a new phase of "re-M&A and becoming an oil king" that has drawn market attention. While companies worldwide are generally selling assets and cashing out to protect themselves, CK Asset's energy map is becoming clearer, expanding and deepening its core assets. Its years-long oil sands strategy continues to make moves, gradually strengthening its strategic position in the oil sands supply chain.

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

    明報·每日經濟21

    富邦1個月澳元定存年利率8.88厘

    富邦銀行客戶經手機銀行兌換澳元,並同時以2萬澳元或以上開立1個月指定澳元定存,可享8.88厘特惠年利率。有關特惠年利率只適用於透過手機銀行兌換澳元並同時開立指定定存的客戶。

  18. 明報·每日經濟33

    Cheung Siu-chung: SUNeVision has huge potential growth space worth watching

    The Hang Seng Index rose 240 points yesterday to close at 24,280 points, with turnover of $98.2 billion. Houthi forces attacked Saudi oil pipelines again, pushing oil prices higher, while the US 10-year Treasury yield briefly hit a record high, though US stocks were unaffected and continued to advance. Brazilian shares surged on election news, emerging markets as a whole moved higher, and Hong Kong stocks also benefited.

  19. 明報·每日經濟61

    Securities and Futures Commission: Hong Kong securities industry net profit rises to $51.7 billion in first half

    The Securities and Futures Commission published the Securities Industry Financial Review report, showing that the Hong Kong securities industry's net profit in the first half rose 21% from the second half of last year to $51.7 billion, an annual increase of 78.88%, benefiting from active market turnover that drove up trading commissions. Over the same period, total expenditure and interest expenses fell 2%, up 17.11% year-on-year to $104.244 billion.

  20. 明報·每日經濟49

    FT: Hong Kong Monetary Authority questions HSBC over locating global AI centre in Singapore

    The Hong Kong Monetary Authority has in recent months raised questions over HSBC locating its global artificial intelligence (AI) centre in Singapore rather than Hong Kong, the Financial Times reported, citing people familiar with the matter. The Hong Kong Monetary Authority said it maintains regular communication with authorised institutions on various issues, and would not comment on day-to-day regulatory work or speculative remarks. A HSBC spokesperson declined to comment on the report.

  21. 明報·每日經濟22

    DBS optimistic about long-term AI development, urges barbell strategy

    DBS Hong Kong Chief Investment Office (North Asia) investment strategist Lam Tsz-huen maintains a broadly neutral view on equities and bonds, preferring to maintain a balanced risk allocation, continue to overweight alternative investments and keep cash underweight. He noted that corporate earnings have shown resilience and the market rally has broadened, while equity fund flows remain strong; bond yields remain attractive, but duration should not be pursued aggressively.

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

    明報·每日經濟47

    新世界就10億美元債要約換新債

    新世界(0017)公布就3隻未償還美元債券發起交換要約,涉及金額約4.57億美元、1.63億美元及3.72億美元,合計約9.91億美元。持有人可交換為2032年到期、票面利率7.375厘的新優先有擔保債券,外加現金支付,發行人為新世界旗下的New VD BondCo。

  23. 明報·每日經濟55

    Eddie Yue: Reduced HKD demand may trigger weak-side guarantee

    Hong Kong Monetary Authority Chief Executive Eddie Yue said short-term HKD interest rates are driven by the supply and demand for the Hong Kong dollar, and a reduction in demand for the currency may trigger the weak-side convertibility undertaking. He noted that Hong Kong stock turnover has fallen back from its mid-year high, the impact of earlier large-scale fundraising activities has faded, and periods of relatively strong funding demand such as quarter-end and dividend payments by listed companies have just passed, easing related demand for the Hong Kong dollar, which is the reason behind the weakening of the HKD exchange rate.

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

    明報·每日經濟56

    美加息預期升溫 工銀亞洲推6厘港元定存吸存

    工銀亞洲近日推3個月港元定存6厘優惠,最高存款20萬元,新開戶可獲上限3000元利息。申請期限由10月2日至12月31日,新客戶開戶後首3個月內需維持每日平均理財總值10萬元或以上。隨美國加息預期愈濃,各銀行爭奪存款作部署,同時競爭按揭市場。

Oct 6Tue
  1. 政府新聞處·新聞公報52

    Hong Kong Monetary Authority and Bank Negara Malaysia Strengthen Bilateral Cooperation

    The Hong Kong Monetary Authority and Bank Negara Malaysia held a high-level bilateral meeting in Hong Kong on 2 October, agreeing to strengthen cooperation in areas including fintech and digital assets, cross-border regulation, use of local currencies in the region and capital market connectivity. The two sides will set up a joint working group to promote compliant cross-border stablecoin applications, and explore establishing a link between Hong Kong's CMU and Malaysia's RENTAS.

  2. 金管局·新聞稿56

    Hong Kong Monetary Authority and Bank Negara Malaysia hold high-level meeting to strengthen cooperation on fintech and market connectivity

    The Hong Kong Monetary Authority and Bank Negara Malaysia held a high-level bilateral meeting in Hong Kong on 2 October, agreeing to strengthen cooperation in areas including fintech and digital assets, cross-border regulation, use of local currencies and infrastructure interconnection within the region, and capital market connectivity. The two sides will establish a policy-focused joint working group to promote compliant cross-border stablecoin application scenarios in both places, and explore establishing a link between the Hong Kong Monetary Authority's Central Maturity Facility (CMU) and Malaysia's RENTAS.

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

    香港電台·即時本地62

    余偉文:港匯逐步走弱 港美息差擴大誘發套息交易 港元需求回落

    金管局總裁余偉文指港匯自6月中起逐步走弱,近日徘徊7.846至7.8475水平,主因港美息差擴大誘發套息交易、與股市相關的港元需求回落。他在《匯思》撰文指上月美國聯儲局3年來首次加息,港匯會否觸發7.85的弱方兌換保證受多項因素影響、難以準確預測,並提醒市民置業或借貸前充分管理利率風險。

    Why read this: 文章列出港匯近日徘徊的具體水平,並說明會否觸發7.85弱方兌換保證受多項因素影響,方便讀者核對息差與資金流向。

  4. 香港電台·即時本地54

    Hong Kong shares close up 1%, Hang Seng Index at 24,280 points, healthcare stocks post larger gains

    Hong Kong shares closed up 1%, with the Hang Seng Index at 24,280 points, up 240 points, and turnover on the main board nearing $98.3 billion. Healthcare stocks posted larger gains, with WuXi AppTec, Sino Biopharmaceutical and WuXi Biologics rising nearly 3% to nearly 5% respectively; the tech index rose nearly 1%, while domestic demand stocks faced selling pressure, with Anta Sports down nearly 3%.

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

    金管局·新聞稿42

    外匯基金票據投標結果

    金管局公布10月6日外匯基金票據投標結果,Q2640平均接納息率2.83厘、發行額72,081百萬港元,H2669平均接納息率3.15厘、發行額19,000百萬港元。Q2640分配比例約98%,H2669約20%,下一輪投標定於10月13日舉行。

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

    南華早報·香港36

    研究:Mox、中銀香港、眾安銀行及花旗香港應用程式打入亞太區十大

    Sia一項研究評估歐洲、亞洲及澳洲20個市場共145個銀行應用程式,Mox、中銀香港、ZA Bank及花旗香港的應用程式打入亞太區十大。該研究以100項標準評分,包括功能、用戶體驗與用戶反饋,每項程式獲0至100分。

  7. 南華早報·商業27

    Hermitage Capital holds firm on global frontier technology investment strategy with US$1.5 billion

    Hermitage Capital maintains its global strategy amid geopolitical and market volatility, investing in frontier technology companies worldwide. The private equity firm has US$1.5 billion in funds, 80% of which is in US dollars and the rest in renminbi, and is stepping up investments in artificial intelligence, semiconductors and robotics, concentrated mainly in the United States and China.