Hong Kong Stock Review: Terrifyingly Strong
The Hong Kong stock market performed strongly, despite the tariff issues remaining unclear, and domestic policies may be introduced soon. If exports weaken next year, domestic demand stimulation could lead to an increase in debt ratios. The U.S. stock market also performed actively under the influence of Trump's policies, especially Bitcoin benefiting from low interest rates and increased liquidity. Some Hong Kong stock companies hold Bitcoin, which has high price elasticity, but the fundamentals have flaws. Kunlun increased its shareholding, supporting the development of the short drama market, and the overall market atmosphere is expected to improve
The tariff issue may not be known until early next year, but domestic policy scale should appear soon. Today's small essays have even more numbers than before, and the market performance is somewhat frighteningly strong.
If exports weaken next year and we rely on stimulating domestic demand without industrial support, it may just become a case of borrowing new debts to pay off old debts, with the debt ratio continuing to rise. Under loose liquidity, core assets do not rise, and various speculative stocks are dancing wildly.
The U.S. stock market is also not to be outdone under the Trump trade, with one of the most eye-catching being Bitcoin. Bitcoin benefits not only from expectations of relaxed regulation but also from expectations of Trump's policies, where low interest rates release more monetary volume, and low taxes increase monetary liquidity. Coupled with the significant rise in U.S. debt and the possibility of inflation reigniting, Bitcoin, as a new asset, naturally benefits.
This logic should also apply to gold. The recent pullback is likely due to the overly strong U.S. dollar, but the supporting factors still exist.
Additionally, some companies in the Hong Kong stock market hold Bitcoin, with some even holding large amounts of cash. Although these stocks have high price elasticity, it is worth noting that most of them have deficiencies in fundamentals or management, which leads to this phenomenon.
For example, the company mentioned during last year's short video hype, Ying Universe. The company's equity is dispersed, with the largest shareholder holding 18.5% and the second-largest shareholder holding 13%. In recent months, Kunlun has also entered the market to increase its holdings, raising its stake from 5% at the end of September to about 9.5% in mid-October. For Kunlun, increasing its holdings can be said to be a win-win situation, as it not only helps the company advance into the short video market but also provides financial benefits.
In any case, like Vitasoy, the Hong Kong stock market is expected to see more and more events of stock grabbing, which will greatly help the overall atmosphere