Fed's interest rate decision announced (early morning of April 30)
Expectation is to keep rates unchanged, but a hawkish stance could push the US dollar higher and suppress Hong Kong tech stocks; high-dividend/energy stocks are relatively resilient.
HKEX Q1 results tomorrow, Q1 IPO fundraising ranked first globally, Stock Connect revenue up 44%; boosting market confidence, beneficial for brokers and exchange assets.
New regulations for warrants/callable bull bear contracts take effect on May 1, with lower minimum issue price and market cap thresholds, improving derivative liquidity, beneficial for brokers and market makers.
AI computing power: global peak order season + accelerated domestic substitution, continued catalysts from OpenAI and SpaceX, strong demand for optical modules, servers, and optical fibers; beneficial for Cambridge Technology, Yangtze Optical Fibre and Cable, and SMIC.
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