According to the reports from Financial Association on November 6th (edited by Hu Jiarong), the three major indexes of Hong Kong stocks continued to recover today. By the end of the trading day, the Hang Seng Index rose by 2.12%, reaching 26,485.90 p

It is noteworthy that the recovery of Hong Kong stocks not only continued its rebound momentum but also further repaired the market's bullish sentiment.

Today's Market

From the market performance, sectors such as semiconductors, gold, securities, insurance, consumer electronics, and wind power have shown significant activity.

HBM4 supply price surge boosts semiconductors

As of the closing, Huahong Semiconductor (01347.HK) increased by 9.05%, Semiconductor Manufacturing International Corporation (00981.HK) by 7.32%, and Innoscience (02577.HK) by 5.93%.

On November 5th, SK Hynix announced that it had completed price and quantity negotiations with Nvidia for the supply of HBM4 chips in 2026. It is revealed that the supply price of HBM4 will be more than 50% higher than the current HBM3E. Analysis ind

MSCI inclusion effect brings capital expectations, Zijin Gold International rises nearly 9%

As of the closing, the shares of Zijin Gold International (02259.HK) rose by 8.67%, Tongguan Gold (00340.HK) increased by 7.14%, and Lingbao Gold (03330.HK) increased by 6.19%.

On the news front, the MSCI China Index has newly included nine Hong Kong stocks, including Zijin Gold International, which will take effect after the close on November 24. The agency pointed out that index funds usually deploy newly included targets

Expectations of the recovery of the securities fundamentals are underestimated, GF Securities is included in the MSCI index

As of the closing, Huatai Securities (06886.HK) rose by 5.24%, GF Securities (01776.HK) increased by 4.63%, and Guotai Jialong Securities (02611.HK) gained 3.55%.

In addition to the previously mentioned Zijin Gold International, the MSCI China Index has newly included 9 Hong Kong stocks such as GF Securities, Ganfeng Lithium, and China Nonferrous Metals Mining.

CITIC Securities pointed out that the current market's focus on securities firms may be overly concentrated on short-term pressure at the transaction level, while ignoring the overall improvement in industry fundamentals. This year, the performance o

Impressive performance boosts insurance stock sentiment

As of the closing, Xinhuatai Insurance (01336.HK) rose by 4.9%, China Life Insurance (02628.HK) rose by 4.86%, and the People's Insurance Group of China (01339.HK) rose by 3.85%.

In terms of news, China Life Insurance's net profit in the third quarter of 2025 increased by 92% year-on-year to 126 billion yuan, driving an increase of 61% in net profit for the first three quarters. Zhaoyinhua International pointed out that the c

Wind power orders are abundant, supporting the high boom of the industry

As of the closing, 10.61% increase in Rayson New Energy (00527.HK), 4.99% increase in Goldwind Technology (02208.HK), and 4.11% increase in Dongfang Electric Corporation (01072.HK).

Guojin Securities points out that in the third quarter of 2025, the wind power industry's operating net cash flow will continue to improve, and the increase in inventory scale indicates strong demand. Currently, the industry has about 300GW of orders

Stock Movement

Alibaba surpasses 4% increase in stock price, with new customers on Taobao flash purchase breaking a billion in e-commerce orders on Double 11.

Alibaba-SW (09988.HK) rose by 4.10% to close at HK$165. In terms of news, Alibaba's Taobao Flash Sales has been making frequent moves recently. On November 3, the Eleme App, which has been updated to version 12.0.1, was officially renamed as 'Taobao

XPeng Motors Shares Surge Nearly 6% on Clear Long-term Growth Prospects, Says Institution

Xiaopeng Auto-W (09868.HK) is up 1.93% with an intra-day surge of nearly 6%. According to a research report released by Caitong Securities, Xiaopeng Auto-W is at a growth inflection point driven by both product iteration and advanced intelligent driv