Hexun Investment Advisor Li Guanqin: Will Hong Kong stocks open higher and continue to rise on Tuesday?

Tomorrow marks the first trading day of the Year of the Horse in the A-share market. Investors are generally watching to see if the A-shares will replicate the strong performance of the Hong Kong stocks. Combining holiday news and technical factors, here is a comprehensive analysis of the market outlook for tomorrow.

From the holiday news perspective, the overall sentiment during the short holiday was positive, with no major black swan events. The significant rise in Hong Kong stocks, the rally of FTSE A50 futures, and stability in external markets have created favorable conditions for a higher open in the A-shares tomorrow. From a sector perspective, the popularity of AI applications and robotics continues to rise, making the technology sector the primary focus during the trading session. However, it’s important to note that active technology sectors alone are not enough to sustain the rally. The performance of key weighted sectors must also cooperate, preferably in diversified finance, internet finance, or brokerage sectors—not banking—to create a healthy “weights set the stage, technology takes the spotlight” pattern.

The key focus for tomorrow’s market is the movement of incremental funds. If the market opens higher, whether it can sustain a strong upward trend depends on two major signals: first, whether the opening price can quickly recover the pre-holiday long downward gap; second, whether the market can achieve rapid volume expansion during the 9:31 a.m. period in the early trading session, especially after the holiday period of reduced trading volume. From weekend news, the RMB exchange rate is appreciating, indicating long-term inflows of funds, which provides liquidity support for tomorrow’s market.

Based on these factors, the strategy for tomorrow should focus on the coordination between the technology mainline and financial weights, while closely monitoring changes in trading volume and key price levels to assess the strength and sustainability of the rally.