深夜，中国资产全线大爆发！黄金、白银跳水！港股白天已强势上涨：万科大涨10%，还有公司暴涨36%……谁在暴力拉升？
5月2日晚，美股三大指数集体高开。其中，中概股表现尤为出色，截至发稿，哔哩哔哩涨逾11%，高途涨超10%，理想汽车、小鹏汽车涨超9%，拼多多涨超8%，京东涨超7%，腾讯ADR涨超5%，百度涨4viproulette.8%。纳斯达克中国金龙指数涨超5%。
另外，在5月2日白天，港股迎来5月“开门红”。截至收盘，恒生指数涨2.50%，站稳18000点大关；恒生国企指数涨2.60%，恒生科技指数涨4.45%。盘面上，房地产、汽车、金融、医药等主流热点板块全面上扬。博彩、旅游、港股、电商等行业也跟随走高。但油气、煤炭、电力等能源类板块逆势下挫。
经合组织经济展望报告，将2024年全球经济增长预测上调至3.1%（2月份预期为2.9%），预计2025年增长率为3.2%（2月份预期为3%）；将2024年美国经济增长预测上调至2.6%（之前为2.1%），预计2025年为1.8%（之前为1.7%）；提高欧元区增长预测至0.7%（之前为0.6%），将2025年增长预测提高至1.5%（之前为1.3%）。
中国金龙爆发
刚刚，美股三大指数集体高开。截至发稿，道指涨0.59%，纳指涨0.88%，标普500指数涨0.52%。消息面上，5月2日，美国劳工部发布数据，截至4月27日的上周初次申领失业救济人数为20.8万人，预估为21.5万人，前一周初值为20.7万人，修订值为20.8万人。
热门中概股普涨，纳斯达克中国金龙指数涨超5%。
截至发稿，其中，哔哩哔哩涨逾11%，高途涨超10%，理想汽车、小鹏汽车涨超9%，拼多多涨超8%，京东涨超7%，腾讯ADR涨超5%，百度涨4.8%。
此外，热门科技股走强，高通涨超10%，英伟达涨2%，苹果涨1.5%，英特尔涨涨0.33%，特斯拉跌0.55%，消息面上，为重振消费者热情，苹果CEO库克预计下周预告新的人工智能功能，并于6月的全球开发者大会上公布。
截至发稿，黄金白银则出现跳水走势。
港股白天暴涨
值得注意的是，5月2日港股表现十分强劲。5月2日港股收盘，恒生指数收涨2.50%，较1月低点上涨22%，进入技术性牛市；恒生科技指数收涨4.45%。其中，商汤大涨超36%，蔚来涨超20%，万科企业涨超10%，阿里健康涨超10%。
地产股集体拉涨，万科收涨超10%
5月2日午后，万科股价短暂调整后再度走高。截至收盘，万科企业收涨10.80%。
4月30日，在万科2023年度股东大会上，万科总裁祝九胜向媒体透露：“因为万科资金紧张，所以王石主动放弃2023年的千万退休金viproulette了。”
2017年6月，王石正式从万科退休，不再参与万科的各项经营事务，但仍能从万科领取超千万的“退休金”。万科2017年年报显示，2010年至2016年期间，王石作为董事会主席，年均税后经济利润奖金为1679.83万元。
除王石外，为保证公司正常运转，万科高管也主动带头降薪。根据万科2023年年报，自报告披露之日起，万科董事会主席郁亮、总裁祝九胜、监事会主席解冻自愿领取月薪税前1万元。
财报显示，郁亮在2019年、2020年的税前报酬总额超1200万元，同期祝九胜税前报酬总额超1100万元，解冻税前报酬总额超800万元。2021年万科归母净利接近腰斩，郁亮自愿放弃年度奖金，实际年度即时现金薪酬（税前）144.9万元。
截至5月2日收盘，越秀地产涨超9%，龙湖集团涨超7%，旭辉控股集团涨超5%，富力地产、融创中国涨超4%。
消息面上，近期各地有关地产支持政策密集出台。4月30日，中共中央政治局召开会议。会议强调，要结合房地产市场供求关系的新变化、人民群众对优质住房的新期待，统筹研究消化存量房产和优化增量住房的政策措施。
天风证券指出，地产政策着重保交楼和去库存，后续限购等政策有望进一步放松。对比借鉴2014-2016的历史，放松限购限贷仅仅是政策起点，关键一步是提供货币化支持存量化解和增量优化，从而推动销售和新开工。
科技股、新能源汽车股表现强势
5月2日新能源汽车股集体收涨。截至收盘，蔚来- SW涨超20%，零跑汽车涨超15%，小鹏汽车-W涨超8%，吉利汽车、理想汽车-W涨超3%。
消息面上，新能源车企4月销售成绩单出炉，均实现同比增长。而在港股上市的造车新势力也有亮眼表现。
数据显示，比亚迪汽车：4月交付313245辆，同比增长49%；零跑汽车4月交付达15005台，同比增长72%；小鹏汽车4月交付9393辆汽车，同比增长33%，环比增长4%；蔚来汽车：4月交付15620辆新车，同比增长134.6%。
近日，西安、上海、苏州等地接连公布汽车以旧换新补贴政策。
此外，国家发改委表示，后续政策措施还将关注促进新能源汽车骨干企业发展壮大，推动新能源汽车企业优化重组。依法依规通过财税等优惠政策，对符合条件的以旧换新行为予以支持，更好满足消费者对新能源汽车的需求。
港股科技股表现强劲。截至收盘，商汤-W大涨36%，股价创阶段性新高，自4月19日以来，公司股价累计涨幅超172%。
A few days ago, at the 2024 Beijing International Auto Show, Shangtang Jieyu, a subsidiary of Shangtang, demonstrated for the first time the road test performance of UniAD, an end-to-end self-driving solution for mass production, as well as the AI large model cockpit product matrix with multi-modal scene brain as the core, as well as a new cockpit 3D interactive demonstration. According to Wang Xiaogang, co-founder and chief scientist of Shangtang Technology, UniAD, a true end-to-end self-driving solution for mass production, aims to have mass production by next year.
In addition, on April 23rd, Shangtang held the 2024 Technology Exchange Day, and Shangtang released the 600 billion-parameter model "Rixin 600 billion", which greatly improved its knowledge, mathematics, reasoning and code capabilities, and comprehensively calibrated the standard GPT-4Turbo.
Other technology stocks, Kingdee International rose more than 11%, JD.com Health, Ali Health rose more than 10%, Meituan-WR, Ping an good doctor rose more than 8%.
The biomedical plate pulled up and opened up the pharmaceutical industry by nearly 14%.
The biomedical sector rose on May 2, with the development of pharmaceutical industry B (09939.HK), fourth Ring Medicine (00460.HK) and Cinda Biology (01801.HK) up 13.98%, 10.53% and 9.41%, respectively.
Note: performance of Biopharmaceutical Unit
On the news side, recently, National Healthcare Security Administration went to Hunan and Guangdong to investigate the reform of drug price formation mechanism and drug price management. On the other hand, the short-term synthetic biological concept increased sharply in the field, leading to a rebound in the popularity of pharmaceutical stocks.
Guoxin Securities pointed out that the momentum of innovation and standardized diagnosis and treatment are accumulating reversal forces for the pharmaceutical industry. Under the background of the continuous diversification of domestic demand and payment, and the continuous standardization of industry policies, the soil for domestic excellent products and services has emerged, and the global competitiveness of China's pharmaceutical industry has also been systematically improved compared with that of 3-5 years ago.
Hong Kong Stock Exchange "Vacation"
Who is violently pulling up Hong Kong stocks?
On May 2, against the backdrop of the suspension of A-share funds and the general suspension of Hong Kong stocks, the Hong Kong stock technology index soared by more than 4%.
According to brokerage China, in the past year, due to the suspension of the Hong Kong Stock Connect, A-share funds were unable to move southward in the past year, causing Hong Kong stocks to become the target of falling during the holidays due to the lack of the help of the Hong Kong Stock Connect. Now who is the long force of Hong Kong stocks rising so ferociously in the suspension of Hong Kong Stock Connect?
"We judge that the current Hong Kong stock market when the Hong Kong Stock Connect is suspended is mainly due to the continued long performance of foreign-funded institutions and public QDII funds." A fund manager in Shenzhen who has invested heavily in Hong Kong stocks through Hong Kong stocks believes that a large number of foreign institutions began to buy observation positions in the first quarter of this year, while the Hong Kong stock position of the QDII fund has been steadily increasing over the past three months, but since the Hong Kong stock position is still low among many public QDII positions, it also means that there is still plenty of room for this increase. Chinese reporters at the brokerage also noted that Yidu Technology, an AI medical model company whose market capitalization fell from HK $60 billion to HK $5 billion, released information on Hong Kong equity disclosure on April 24, showing that the international sovereign fund BIA increased its position in the stock to 53.6 million shares. As a result of the announcement on the evening of April 30, Tencent increased its stake in the technology marketing company that transformed to the AI track and enabled Weimeng Group to replenish about 900 million yuan.
Obviously, under the background that A-share funds are unable to move southward through the Hong Kong Stock Connect during the May Day period, the strong rise in Hong Kong stocks implies that the current Hong Kong stock market is not only optimistic about the trend of mainland public placement companies, the return of overseas funds is also consistent with mainland institutions. Feng Chencheng, an Internet fund manager for Hong Kong stocks Warburg Hong Kong stocks, believes that in terms of the pace of China's economic recovery, macro expectations are still a factor that disturbs investor sentiment at the molecular level. Data on the service industry and retail industry during the May Day period may become a point of view for foreign investors to observe China's macro-economy.
Industry insiders also stressed that the sharp rise in the technology index, which was suspended on May 2, reflects that the risk appetite of Hong Kong stocks has begun to increase significantly, and has shifted from the mainland public offering unilaterally optimistic about the market to the consistent atmosphere of A-share funds, Hong Kong stock funds, QDII funds and foreign institutions.
Transfer of funds to Hong Kong stocks
According to the China Securities News, looking forward to the future performance of Hong Kong stocks, Zhejiang Securities Research believes that southbound funds have continued to flow into the Hong Kong stock market since April, and the trend is likely to continue. More noteworthy is that the inflow of overseas funds is likely to improve. Under the support of the depreciation pressure of the Japanese yen, the higher cumulative gains of US stocks, the expected improvement of Hong Kong stock fundamentals and valuation performance-to-price ratio, Hong Kong stocks may usher in strategic allocation opportunities.
Ping an Securities Analysis, this round of funds into Hong Kong stocks or mainly trading funds, its hedging, trading purpose is stronger, mainly to avoid the recent pullback risk of US stocks and Japanese stocks, whether the follow-up will continue to flow into the key depends on the relief of external pressure. Taking into account the current strong fundamentals of the United States, interest rate cuts still need to wait for further, external pressure may need some time to ease, Hong Kong stock liquidity short-term or continuous improvement.
There are also some views that the policy will continue to support the Hong Kong stock market in the next stage. On April 19, the CSRC issued five capital market cooperation measures with Hong Kong. Measures such as the lowering of the threshold for the inclusion of the Shanghai-Shenzhen-Hong Kong Stock Connect ETF and the inclusion of RMB stock counters into the Hong Kong Stock Connect will help broaden the capital flow channels and enhance the liquidity of Hong Kong stocks.
(disclaimer: the content and data of this article are for reference only and do not constitute investment advice. Investors operate accordingly at their own risk. )
Editor | Cheng Peng and du Bo