Noted-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Noted

@ToughCoyote：Let me talk about my views on Hong Kong stocks, which may be different from what ordinary people think: 1. Due to the linked exchange rate system, Hong Kong stocks are essentially U.S. dollar-denominated assets, that is, the higher the U.S. dollar index, the lower the Hong Kong stocks; 2. During the interest rate hike cycle, it is inevitable that the US dollar will strengthen and Hong Kong stocks will weaken. Now the US cpi is lower than expected and the US dollar index is weaker, which is good for Hong Kong stocks; 3. In addition to price factors, there are also quantitative factors that affect Hong Kong stocks. When the Fed is still raising interest rates generously, U.S. stocks and Hong Kong stocks are the first to bottom out. The logic lies in the economic recovery of non-U.S. economic regions, especially China. Real estate will be stabilized in July (banks lend to real estate developers), interest rates will rise centrally, and the renminbi will appreciate, which means ample liquidity for the Hong Kong capital market; 4. Sufficient liquidity is good for growth stocks. For example, the Hang Seng Technology Index rebounded first, and many companies have stepped out of the market. The essence is the liquidity factor, which has little to do with the fundamentals of business operations; 5. Things are so miraculous. The mainland rescued real estate, and the butterfly effect spread to growth stocks in Hong Kong. Don’t buy value stocks in Hong Kong at this time. Municipal companies will definitely disappoint you. If the economy continues to recover, growth stocks in Hong Kong will be the most positive. $HSI(HSI)$ $Bilibili Inc.(BILI)$ $TENCENT(00700)$ $Alibaba(BABA)$ @Tiger_chat @Tiger_chat @MillionaireTiger @HKEX_Comments

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":9928572436,"tweetId":"9928572436","gmtCreate":1671331363225,"gmtModify":1676538525308,"author":{"id":3581727244675977,"idStr":"3581727244675977","authorId":3581727244675977,"authorIdStr":"3581727244675977","name":"MySGX","avatar":"https://static.tigerbbs.com/f6a22f88deb287b757cb3e60419d2882","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":44,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Noted</p></body></html>","htmlText":"<html><head></head><body><p>Noted</p></body></html>","text":"Noted","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9928572436","repostId":9928579176,"repostType":1,"repost":{"magic":2,"id":9928579176,"tweetId":"9928579176","gmtCreate":1671330309296,"gmtModify":1676538525161,"author":{"id":4098573842489750,"idStr":"4098573842489750","authorId":4098573842489750,"authorIdStr":"4098573842489750","name":"ToughCoyote","avatar":"https://static.tigerbbs.com/58563f63b7e52669e57762bb4ebee968","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.05","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":1142,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Let me talk about my views on Hong Kong stocks, which may be different from what ordinary people think:</p> <p> 1. Due to the linked exchange rate system, Hong Kong stocks are essentially U.S. dollar-denominated assets, that is, the higher the U.S. dollar index, the lower the Hong Kong stocks;</p> <p> 2. During the interest rate hike cycle, it is inevitable that the US dollar will strengthen and Hong Kong stocks will weaken. Now the US cpi is lower than expected and the US dollar index is weaker, which is good for Hong Kong stocks;</p> <p> 3. In addition to price factors, there are also quantitative factors that affect Hong Kong stocks. When the Fed is still raising interest rates generously, U.S. stocks and Hong Kong stocks are the first to bottom out. The logic lies in the economic recovery of non-U.S. economic regions, especially China. Real estate will be stabilized in July (banks lend to real estate developers), interest rates will rise centrally, and the renminbi will appreciate, which means ample liquidity for the Hong Kong capital market;</p> <p> 4. Sufficient liquidity is good for growth stocks. For example, the Hang Seng Technology Index rebounded first, and many companies have stepped out of the market. The essence is the liquidity factor, which has little to do with the fundamentals of business operations;</p> <p> 5. Things are so miraculous. The mainland rescued real estate, and the butterfly effect spread to growth stocks in Hong Kong. Don’t buy value stocks in Hong Kong at this time. Municipal companies will definitely disappoint you. If the economy continues to recover, growth stocks in Hong Kong will be the most positive.</p> <p><a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v><a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v></p> <p><a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_chat&nbsp;</a><a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_chat&nbsp;</a><a href=\"https://ttm.financial/U/3527667618821228\">@MillionaireTiger&nbsp;</a><a href=\"https://ttm.financial/U/9000000000000520\">@HKEX_Comments&nbsp;</a></p></body></html>","htmlText":"<html><head></head><body><p>Let me talk about my views on Hong Kong stocks, which may be different from what ordinary people think:</p> <p> 1. Due to the linked exchange rate system, Hong Kong stocks are essentially U.S. dollar-denominated assets, that is, the higher the U.S. dollar index, the lower the Hong Kong stocks;</p> <p> 2. During the interest rate hike cycle, it is inevitable that the US dollar will strengthen and Hong Kong stocks will weaken. Now the US cpi is lower than expected and the US dollar index is weaker, which is good for Hong Kong stocks;</p> <p> 3. In addition to price factors, there are also quantitative factors that affect Hong Kong stocks. When the Fed is still raising interest rates generously, U.S. stocks and Hong Kong stocks are the first to bottom out. The logic lies in the economic recovery of non-U.S. economic regions, especially China. Real estate will be stabilized in July (banks lend to real estate developers), interest rates will rise centrally, and the renminbi will appreciate, which means ample liquidity for the Hong Kong capital market;</p> <p> 4. Sufficient liquidity is good for growth stocks. For example, the Hang Seng Technology Index rebounded first, and many companies have stepped out of the market. The essence is the liquidity factor, which has little to do with the fundamentals of business operations;</p> <p> 5. Things are so miraculous. The mainland rescued real estate, and the butterfly effect spread to growth stocks in Hong Kong. Don’t buy value stocks in Hong Kong at this time. Municipal companies will definitely disappoint you. If the economy continues to recover, growth stocks in Hong Kong will be the most positive.</p> <p><a href=\"https://ttm.financial/S/HSI\">$HSI(HSI)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/BILI\">$Bilibili Inc.(BILI)$&nbsp;</a><v-v data-views=\"1\"></v-v><a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$&nbsp;</a><v-v data-views=\"0\"></v-v><a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v></p> <p><a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_chat&nbsp;</a><a href=\"https://ttm.financial/U/3501196737273098\">@Tiger_chat&nbsp;</a><a href=\"https://ttm.financial/U/3527667618821228\">@MillionaireTiger&nbsp;</a><a href=\"https://ttm.financial/U/9000000000000520\">@HKEX_Comments&nbsp;</a></p></body></html>","text":"Let me talk about my views on Hong Kong stocks, which may be different from what ordinary people think: 1. Due to the linked exchange rate system, Hong Kong stocks are essentially U.S. dollar-denominated assets, that is, the higher the U.S. dollar index, the lower the Hong Kong stocks; 2. During the interest rate hike cycle, it is inevitable that the US dollar will strengthen and Hong Kong stocks will weaken. Now the US cpi is lower than expected and the US dollar index is weaker, which is good for Hong Kong stocks; 3. In addition to price factors, there are also quantitative factors that affect Hong Kong stocks. When the Fed is still raising interest rates generously, U.S. stocks and Hong Kong stocks are the first to bottom out. The logic lies in the economic recovery of non-U.S. economic regions, especially China. Real estate will be stabilized in July (banks lend to real estate developers), interest rates will rise centrally, and the renminbi will appreciate, which means ample liquidity for the Hong Kong capital market; 4. Sufficient liquidity is good for growth stocks. For example, the Hang Seng Technology Index rebounded first, and many companies have stepped out of the market. The essence is the liquidity factor, which has little to do with the fundamentals of business operations; 5. Things are so miraculous. The mainland rescued real estate, and the butterfly effect spread to growth stocks in Hong Kong. Don’t buy value stocks in Hong Kong at this time. Municipal companies will definitely disappoint you. If the economy continues to recover, growth stocks in Hong Kong will be the most positive. $HSI(HSI)$ $Bilibili Inc.(BILI)$ $TENCENT(00700)$ $Alibaba(BABA)$ @Tiger_chat @Tiger_chat @MillionaireTiger @HKEX_Comments","highlighted":2,"essential":2,"paper":1,"link":"https://ttm.financial/post/9928579176","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BABA","BILI","HSI","00700"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1469,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":714,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/9928572436"}