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<Research>TF Securities: Investors Shall Wait for Easing of Capital/ Sentiment Before Entering HK Stock Mkt, Observe Whether Capital Flows Back to Heavyweights Like BABA & XIAOMI
As of 20 June, the HSI has risen 17.3% this year, with BABA-W (09988.HK), XIAOMI-W (01810.HK) and HSBC HOLDINGS (00005.HK) each contributing over 2% to its gains, TF Securities pub...
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<Research>TF Securities: Investors Shall Wait for Easing of Capital/ Sentiment Before Entering HK Stock Mkt, Observe Whether Capital Flows Back to Heavyweights Like BABA & XIAOMI
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As of 20 June, the HSI has risen 17.3% this year, with BABA-W (09988.HK)  +2.000 (+1.775%)    Short selling $514.94M; Ratio 12.153%   , XIAOMI-W (01810.HK)  0.000 (0.000%)    Short selling $492.81M; Ratio 12.004%   and HSBC HOLDINGS (00005.HK)  +1.750 (+1.860%)    Short selling $225.57M; Ratio 9.817%   each contributing over 2% to its gains, TF Securities published a research report saying. The top ten stocks contributed a total of 15.5%, while the remaining constituents only contributed 1.8% to gains.

In the new consumption sector, constituents represented by POP MART (09992.HK)  -4.400 (-1.745%)    Short selling $241.24M; Ratio 11.855%   , LAOPU GOLD (06181.HK)  +4.000 (+0.465%)    Short selling $31.70M; Ratio 12.911%   and MIXUE GROUP (02097.HK)  -2.000 (-0.375%)   also showed a significant upper shift in crowding pivot.

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Hong Kong stocks need to maintain a higher concentration of gains for the index to achieve high returns. Therefore, it is necessary to observe whether funds return to heavyweights like BABA-W, XIAOMI-W and TENCENT (00700.HK)  +0.500 (+0.098%)    Short selling $278.07M; Ratio 7.558%   .

In terms of investment opinion, the difficulty of sector rotation is increasing, while the disturbance of overseas geopolitical conflicts and the pressure from tighter internal liquidity are also rising.

The broker recommended investors to remain cautious about the subsequent trend of Hong Kong stocks, wait for a certain easing of the capital and sentiment fronts before taking opportunities to enter the market. In terms of direction, investors should adhere to a barbell strategy.

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On one hand, there is still room for premium compression in the Hong Kong banking sector, and on the other hand, investors should continue to focus on relevant internet targets during the AI industry trend verification period.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-06-25 12:25.)

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