瑞郎/港币 (CHFHKD) 加自选

恒生指数周一上涨95.76点，涨幅0.54%，收于17746.91点，连续第六个交易日上涨，并保持在五个多月来的最高水平，主要来自金融和房地产。与此同时，与美国股市挂钩的期货明显走高，因为交易员预计本周会有更多的盈利更新、关键劳动力数据和联邦公开市场委员会会议的结果。投资者还对埃隆·马斯克周日突然访问中国的消息表示欢迎，他试图将特斯拉的驾驶员辅助系统引入世界最大的汽车市场。然而，该指数减少了早期涨幅，因为在未来几天中国PMI数据公布之前，人们越来越谨慎。在与债券持有人解决流动性问题后，大型建筑商CIFI Holdings Co.股价上涨约18%。大盘股中其他跑赢大盘的股票是KE-Hlds。（7.4%）、友邦保险集团（6.4%）、中国海外置地（4.0%）、华润置地（2.9%）和半导体制造（1.5%）。

The Hang Seng rose 95.76 points or 0.54% to end at 17,746.91 on Monday, advancing for the sixth session in a row and holding at its highest level in over five months amid strength largely from financials and property. Meanwhile, futures tied to US stocks were notably higher as traders anticipated more earnings updates, key labor data, and the outcome of the FOMC meeting this week. Investors also welcomed news that Elon Musk made an unannounced trip to China Sunday as he tried to introduce Tesla's driver-assistance system to the world’s biggest auto market. The index reduced its early gains, however, amid growing caution ahead of Chinese PMIs figures for April in the upcoming days. Major builder CIFI Holdings Co. jumped around 18% after solving its liquidity issues with bondholders. Other outperforming stocks under big-cap were KE Hlds. (7.4%), AIA Group (6.4%), China Overseas Land (4.0%), China Resources Land (2.9%), and Semiconductor Manufacturing (1.5%).

香港股市周一早盘上涨286点，涨幅1.6%，至17936点，连续第六个交易日上涨，同时在大多数板块持续上涨的情况下达到五个多月来的最高水平。与此同时，美国期货在华尔街周五创下几个月来最好的一周后飙升，此前美国通胀数据缓解了对美联储在本周联邦公开市场委员会会议前更加强硬的担忧。继2024年前几个月的喜忧参半之后，人们希望中国今年将推出更多扩张性政策来刺激强劲复苏，恒生指数继续上涨。中国3月工业利润下降3.5%，以及随后几天官方和私人调查数据显示的4月大陆PMI数据之前的谨慎态度，限制了乐观势头。在指数权重股中，腾讯（Tencent Hlds）。上涨1.0%，而Galaxy Ent。，半导体制造和小米公司分别上涨2.8%、2.2%和2.0%。

The stock market in Hong Kong jumped 286 points or 1.6% to 17,936 in morning deals on Monday, rising for the sixth straight session while reaching its highest level in over five months amid an extended rally in most sectors. Meanwhile, US futures surged after Wall Street hit its best week in several months Friday following an inflation reading in the US that eased worries of a more hawkish Fed ahead of the FOMC meeting this week. The Hang Seng continued to be lifted by hopes that China will roll out more expansionary policies to spur robust recovery this year following a mixed picture during the early months of 2024. Limiting the bullish traction was a fall of 3.5% in China's industrial profits for March and caution ahead of PMIs figures for April in the mainland from officials and private survey data in the following days. Among index heavyweights, Tencent Hlds. jumped 1.0%, while Galaxy Ent., Semiconductor Manufacturing, and Xiaomi Corp. climbed 2.8%, 2.2%, and 2.0%, respectively.

周五，恒生指数上涨366.61点，涨幅2.12%，收于17651.15点的5个月高点，随着所有板块的反弹，其上涨势头连续第五天延续。科技股领涨，在微软和Alphabet股份有限公司公布稳健盈利后上涨近5%。该指数本周上涨8.8%，创下1年半以来的最高涨幅，这得益于投资银行汇丰银行将其持有的中国股票从减持改为中性。本周早些时候，瑞银上调了对中国股票的评级，高盛认为，由于国务院的强劲盈利和财务指导方针，今年股价将上涨40%。本地方面，香港三月份出口及进口均回升，分别较去年同期上升4.7%及5.3%。2024年第一季度，出货量增长11.9%，进口增长8.0%。一些庞然大物股票涨幅巨大，比如腾讯（Tencent Hlds）。（2.5%），JD。通信（6.3%）、李汽车（6.2%）、小米公司（4.7%）和半导体制造（3.3%）。

The Hang Seng surged 366.61 points or 2.12% to finish at a 5-month peak of 17,651.15 on Friday, extending its upside momentum for the fifth day as all sectors rallied. Tech stocks led the upturn, jumping near 5% following solid earnings results from Microsoft and Alphabet Inc. The index surged 8.8% for the week, its highest gain in 1-1/2 years, boosted by a move from investment bank HSBC that changed their holdings on Chinese stocks from underweight to neutral. Earlier in the week, UBS upgraded its ratings on China's shares and Goldman Sachs viewed that stock prices will climb 40% this year because of strong earnings and financial guidelines from the State Council. Locally, exports and imports in Hong Kong bounced back in March, up by 4.7% yoy and 5.3%, each. During Q1 of 2024, shipments jumped 11.9% while imports grew 8.0%. Some behemoth stocks enjoyed big gains, such as Tencent Hlds. (2.5%), JD.Com (6.3%), Li Auto (6.2%), Xiaomi Corp. (4.7%), and Semiconductor Manufacturing (3.3%).

香港股市在周五早盘飙升265点，涨幅1.57%，至17555点，为第五个交易日，所有板块均大幅上涨。恒生指数虽然创下5个月来的最高水平，但周涨幅将超过8%，这可能是自2022年10月下旬以来的最高涨幅，这得益于对中国今年将实施更多扩张性政策以刺激强劲复苏的进一步乐观。此外，高盛（Goldman Sachs）和瑞银（UBS）等一些主要投资银行上调了对中国和香港股市的展望，理由是潜在的改革、强劲的盈利和财政支持。在其他方面，美国期货在持续的财报季中小幅上涨，近80%的业绩超出了市场预期。在贸易方面，香港上个月的出口和进口有所反弹，尽管采购增长速度快于发货增长速度。该指数的一些领头羊出现了大幅上涨，包括腾讯。（1.9%）、美团（2.9%）和京东。Com（3.1%）。

Hong Kong's shares soared 265 points or 1.57% to 17,555 in the morning session on Friday, up for the fifth session amid solid gains from all sectors. While notching the highest level in 5 months, the Hang Seng is heading for an over 8% jump weekly, which could be the highest gain since late October of 2022, boosted by further optimism that China will deliver more expansionary policies to spur robust recovery this year. In addition, some major investment banks, Goldman Sachs and UBS, have upgraded their outlook on China and Hong Kong's equities citing potential reforms, strong earnings, and fiscal support. Elsewhere, US futures rose modestly amid ongoing earnings seasons where nearly 80% of results beat market expectations. On the trade front, exports and imports in Hong Kong rebounded last month, despite the rate of growth in purchases faster than in shipments. Some bellwether in the index logged sharp advances, including Tencent Hlds. (1.9%), Meituan (2.9%), and JD.Com (3.1%).