Hong Kong name: Obama's visit to China New energy hot-time

Hong Kong stocks hit a 15-month high last week, with Sina's Hong Kong stock name Bo Guo Xinlin that Obama's visit to China could be at least hot for a while and should continue to focus on new energy next week. Guo Xinlin: Obama's visit to China New energy hot renewable energy is a historical opportunity for China to close the technological level with developed countries, although the current listed new energy companies look like ugly duckling, but are the industry leader. Tencent (700), one of the new things of the year, shares the current share price? Now the market capitalisation has surpassed Li Ka-shing, one of the richest Chinese, to be the flagship of Hutchison Whampoa (013), just a few years. So the next Tencent we're looking for should be in the new energy industry.　　Obama's visit to China, new energy can be hot for at least a while, next week should continue to focus on new energy. Spring: The influx of international hot money from the people's livelihood H-shares and B-shares recently a new phenomenon occurred in the market, the price of B shares began to soar, Minsheng Bank issued an H shares at a premium, and international agencies scrambled to subscribe. Today, try to analyze the future direction of the market, a large number of global funds are now looking for a safe haven, gold, crude oil strength has been explained that the recent issue of B shares and the people's livelihood H-share issue more explain the trend of hot money, the October decline in credit scale many reasons, the central bank　　Seasonal factors, holiday factors, but our current liquidity has not weakened, on the contrary the hot money has been simmering. Tao: The dollar saw a rebound in gold in the pursuit of the dollar staged a Jedi counterattack, the gold price again high, the European economy stepped out of recession, the bulk cargo transport index (BDI) soared 21% a week. Gold prices have recently been heroic, in stark contrast to the relatively stagnant industrial metals and energy prices.　　The gold rally has been linked to central-bank purchases, but the biggest driver behind it should be gold's tradable in-kind funds (Exchange traded Fund, ETFs). Yuehu: Next week, hope 23000 is within sight of Hong Kong stocks since November, two weeks rose 1500 points, Brin line on the track to move up 45 o'clock every day, next Monday in 22840, if the trend is unchanged, can touch high 23,000 points, then the impact of the period of 23000 opportunities will be around the corner, and it is possible to appear in Monday opportunity.　　If we estimate that, Monday will be in the opening of more than 22700, and 225,305 daily average support strong, on the day to attack 22970 High or conquer 23,000 points. Xu: RMB appreciation expected to promote Hong Kong stocks rose Friday around the main force of the market trend we believe that the appreciation of the renminbi expectations, Shanghai, Shenzhen, the two sides of the performance of the B-share is very different from the performance is evidence. The appreciation of the renminbi is probably inevitable, as long as the expected existence, on the Hong Kong market is positive. Another major factor in the recent impact on the city of Hong Kong-the dollar index-is that we think it will be in the 75~76 range for some time, and the overall downward trend of the dollar index has not changed.　　We maintain a slow and upward judgment on the city's shocks. KingJui: The lack of guidance in the city is still rising second-tier stocks or a short-term bright spot high stock valuations, the heavy meeting between the leaders of China and the US and the uncertainty of the economic policy of the mainland next year have made investors feel very cold, and they are looking to invest more in a few second-line stocks after lagging behind, such as coal stocks, Power stocks and aviation stocks. These stocks are more or less related to inflation prevention, the appreciation of the renminbi and the concept of consumption. When the direction of the market is not clear, or if the strong stock valuations may be too high, these stocks are more likely to be the focus of attention at this time, investors may wish to pay attention to.