On May 27, it was reported that the three major Hong Kong stock indexes continued to strengthen in the afternoon. As of the close, the Hang Seng Index rose 1.5%.steveharveyfamilyfeud.17%, at 18,827.35 points, the Hang Seng Technology Index rose 1.71%, and the State-owned Enterprise Index rose 1.25%. On the market, science and technology stocks generally rose, Lenovo rose nearly 9%, Meituan rose more than 2%, Alibaba rose more than 1%, and Netease fell nearly 2%. The establishment of the third phase of the National Fund promoted the rise of semiconductor stocks, and Huahong Semiconductor rose more than 11%; wind power stocks were active throughout the day, with Dongfang Electric rising nearly 9%; Evergrande Automobile will be acquired by mysterious buyers, rising nearly 87% throughout the day; Copper, home appliances, machinery and shipping stocks all increased significantly.
The establishment of the third phase of the National Fund boosted semiconductor stocks, with Huahong Semiconductor rising more than 11%. On the news front, the National Integrated Circuit Industry Investment Fund Phase III Co., Ltd. was officially established on May 24 with a registered capital of 344 billion yuan. The third phase of the large fund will increase its focus on core technologies and key componentssteveharveyfamilyfeudWe will also focus on docking and integration with international advanced technologies.
Wind power stocks were active throughout the day, with Dongfang Electric rising nearly 9%. In terms of news, the market is most concerned about the fact that on May 23, Liu Mingsheng, Chairman and Party Secretary of State Power Investment Group Co., Ltd., attended the Jinan symposium and put forward opinions and suggestions on deepening the reform of the power system. On the same day, State Grid and the chairman of China Southern Power Grid held talks. The two sides will strengthen cooperation in accelerating the construction of new power systems and promoting the construction of a unified power market. The above news has further strengthened the market's expectations for the power system reform policy. The market generally believes that the power reform is expected to usher in a round of acceleration, which may be conducive to the implementation of market-oriented power transactions.
Lenovo surged nearly 9%. Morgan Stanley said Microsoft's launch of AI-enabled personal computers will usher in a new era and could trigger updates to commercial personal computers. Morgan Stanley wrote in the report "Artificial intelligence PCs will lead the next phase of growth in the PC market","We believe that the commercial PC market will be the initial adopter of artificial intelligence PCs because they are mainly marketed as productivity tools." Morgan Stanley's original AI PC forecast predicted that by 2024, this new computer will account for 2% of the total personal computer market, and will continue to climb in subsequent years. It is expected to reach 16% in 2025, 28% in 2026, 48% in 2027, and 64% in 2028.
Evergrande Motor rose nearly 87% throughout the day. On the news front, Evergrande Motor announced late yesterday that 3.145 billion potential sale shares of the company (accounting for approximately 29.0% of all issued shares) will be acquired immediately, and 3.203 billion potential sale shares (accounting for approximately 29.5% of all issued shares) will become the subject of an exercisable option by the potential buyer within a certain period after the date of the sale and purchase agreement. The announcement stated that potential buyers (or another party designated by them with the company's consent) will provide credit to the company to support the Group's continued operation and development of the Group's electric vehicle business.