Daily Investment Strategy
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Victory Giant(2476) revenue reached RMB 5.519 billion in the first quarter of 2026, a 27.99% increase year-on-year. Net profit attributable to shareholders of the listed company was RMB 1.288 billion, a significant increase of 39.95% year-on-year; net profit excluding non-recurring gains and losses also increased by 36.07%. Basic earnings per share rose from RMB 1.07 in the same period last year to RMB 1.48, an increase of 38.32%. In summary, while maintaining double-digit growth in both revenue and profit, the Group is strengthening its production capacity through large-scale asset investment.
Market Focuses on Fed Interest Rate Decision
Global markets are impacted by both geopolitical tensions and energy volatility. The UAE's announcement of its withdrawal from OPEC triggered a surge in crude oil prices, exceeding 3% and pushing them back below the $100 mark. This directly ignited market concerns about inflation, causing US Treasury yields to rise and gold prices to plummet towards the $4,500 level. In the tech sector, reports of OpenAI's underperforming results shook expectations for AI investment returns, leading to a general pullback in chip stocks such as Nvidia, dragging down the Nasdaq. Currently, the market is focused on the Fed's interest rate decision, awaiting Powell's response to the new wave of energy-driven inflation risks. Overall sentiment is cautious; it is advisable to pay attention to the correlation between oil prices and the AI sector.
Hong Kong Stock Connect saw a net inflow of HK$14.523 billion on Tuesday, with the Tracker Fund of Hong Kong (02800) seeing the largest inflow at HK$4.137 billion, followed by the Hang Seng China Enterprises Fund (02828). Alibaba-W (09988) recorded the largest net outflow at HK$1.251 billion, followed by Tencent Holdings (00700).
Leung Kai Tong is a SFC licensed person accredited to KGI Group to carry on regulated activities (for details, please refer to https://apps.sfc.hk/publicregWeb/indi/ADU276/details). He and/or his associate do not have any financial interest in the recommended issuer or new listing applicant.
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