这周，股市分析师为读者梳理了香港市场令人惊叹的涨幅情况——中国政策包揽下市场的积极回应。然而在同时间，香港却呈现出一片狂热的景象，交易员们忙得不亦乐乎。
在「三通」（注：原文应指内地与香港、澳门和台湾的经济文化交流）刺激下，中国香港地区的股市飙升了33%，连续13个交易日上涨，直到周四迎来休市。这种乐观情绪在中国大陆市场蔓延，然而面对种种技术故障与运营问题导致的混乱局面——比如市场运行一度中断以准备迎接国庆长假后的首个交易日——这种热情变得有些浮躁。
尽管内地投资者无法充分体验这次热潮，但香港市场却是异常火爆，以至于交易员忙得应接不暇。其中一个例子是华融国际，作为中国国家不良资产管理公司的子公司，在过去因不正当理由受到关注，却在本周二和周三股价翻了五倍，并于周四暴涨高达144%。
Bright Smart Securities的Edmund Hui表示，这是一场“千载难逢”的股市狂欢。而Janus Henderson的Sat Duhra则称：“在中国是唯一可行的选择。”
虽然这次行情持续性的难以预测，但高涨的乐观情绪正在推动投资者重拾对中国市场的信心，并开始从如日本等市场中撤资。
四年的抗争、疫情封锁与经济长期停滞后，金融专业人士终于可以见证香港市场重新焕发活力。因此，请继续关注Bloomberg的连续报道，以下是一周的重要亮点摘要：
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一家历史悠久的老海鲜馆在经历了六年的私人活动场地运营后，决定于9月16日复业。位于维多利亚港旁的 Cafe Deco 的 Watermark 级别，经过装修和调整菜单后重新对公众开放。
价格极具竞争力，尤其是在毗邻天星码头、坐拥中央270度海景的位置下更是如此。两菜一汤套餐从238元起售，三菜一汤套餐则是298元。对于过境旅客而言，在环绕的玻璃围栏甲板上漫步，并欣赏船来往于对岸的场景是一大乐事。
作者与一位航运业的同事在周三光顾时，共计消费了1,481港元（包括饮品）。尽管没有前往附近的香港海事博物馆参观作为午餐后的活动，但据同事建议，该博物馆是了解香港历史以及其核心地位作为海运中心的好去处。
环境明亮而通风，设计灵感来源于海洋波浪和船锚。围绕着周围的水域与放松的氛围，这里是进行艰难对话的理想场所——尤其是对于秋季清澈的日子里，天空几乎与空间中3,300平方英尺的装饰相呼应，呈现了蒂凡尼蓝的色调。
目前这里尚未出现食客，但在重开后两周里，除了少数穿着休闲装的顾客外，餐厅座位较为空闲。最多可容纳88名客人，并设有站立式鸡尾酒桌供需要快速小聚的人使用。
会议室设施齐全，餐厅空间宏大，即使想举办团队建设活动也是可行的。虽然没有私人包厢，但工作人员提到了位于二楼、犹如木面板城堡一样的新娘房间——这是过去这里举行婚礼遗留下来的痕迹。
再次尝试：除了套餐菜单外，Cafe Deco 还提供单点式菜单，包括面食、沙拉和牛排等多样选择。分量适宜，不会让人饱得难以再吃其他食物。我们试了海鲜拼盘（半份588港元，全份998港元），工作人员推荐此菜。所有拼盘中的海鲜都非常美味，最初看似过大，实际上对于两人来说是恰好合适的一份。
一位海鲜美食鉴赏师对龙虾浓汤给予了高评价，并且他也喜欢他的烤鸡配腌制甜菜根和土豆泥。我尝试了以海虹番茄、奶酪和松子为主的沙拉，在享受奶油煎三文鱼（搭配茴香、爆米花和爱尔兰式马铃薯泥）的丰富味觉之前，这道开胃的清新的沙拉为用餐增添了新鲜感。
甜点包括提拉米苏和炖梨，也都非常美味。
**重要提示：** **Watermark Cafe Deco** 位于天星码头7号停靠站上层，与IFC同水平的行人桥连接。营业时间从午时至晚10时。可以通过网上、电话或WhatsApp进行预订。
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新闻来源：www.bloomberg.com
原文地址：China Stimulus Fuels Hong Kong Stock Rally as Mainland Traders Miss Out
新闻日期：2024-10-03
原文摘要：
This week, stocks reporter gives us a rundown of Hong Kong’s spectacular rally in markets, while stumbles upon an old seafood joint that just reopened.Take a break from checking your investment portfolio and let’s take stock of the remarkable week after China’s package. Chinese stocks in Hong Kong rallied 33% by rising for 13 straight days before they took a on Thursday.In China, the stimulus-fueled optimism overwhelmed the , which suffered from glitches and ended up running to prepare for the last trading day before a weeklong holiday. The main index ended up jumping 8.5%, its steepest surge in 16 years.Ironically, pity the folks in mainland China, who have been missing out on some of the . Back in Hong Kong, it’s been a frenzy, and traders are so busy they . Take Huarong International, a unit of the Chinese state bad-loans manager that up until recently was making for all the wrong reasons, jumped fivefold on Wednesday and surged as much as 144% on Thursday. Edmund Hui, head of Bright Smart Securities, told my colleagues that this rally is a “once in a century” event. Sat Duhra at Janus Henderson, who’s been up at 3 a.m. to check US-listed Chinese stocks, told me that “China is the only game in town.” It’s unclear how long the rally will last but optimism is running high. Investors are to invest in China again, pulling from markets like Japan.After four years of protests, Covid lockdowns and a prolonged Chinese economic slump, it’s about time financial professionals get to see some life in the markets here.So keep reading Bloomberg’s round-the-clock coverage of markets. Below are some highlights from the past week. — Go to for good seafood and stunning views of Victoria Harbour before the hordes notice it has reopened.After spending about six years as a private events space, Cafe Deco’s Watermark resumed serving normal diners on Sept. 16 after refurbishing its interior and revamping the menu.The price is hard to beat, especially considering it is right on the water, above the Star Ferry terminal in Central, and offers a 270-degree harbor panorama. The two-course set lunch starts at HK$238 and the three-course from HK$298.Out-of-towners might enjoy taking a stroll along the wraparound glass-walled terrace and watching the ferries zip back and forth. I went on Wednesday with a shipping executive, who happened to be a patron of the Hong Kong Maritime Museum next door, and our bill came to HK$1,481, including drinks. We didn’t end up checking out the museum as a post-lunch activity as he recommended, but he swears it’s a great way to understand Hong Kong’s history and its key role as a shipping hub.The vibe: It’s bright and airy, with high ceilings and furniture inspired by — of course — ocean waves and ship anchors. Then there’s the view. It may be a great place to hold difficult conversations, as the surrounding water and relaxed ambience provide a calming effect. On a clear autumn day, the sky almost matches the Tiffany blue accents across the 3,300-square-foot space.Who’s next to you: Well, nobody...yet. When we went, a couple of weeks after it reopened, we were surrounded by empty tables, though a handful of casually dressed diners came in later. It can seat up to 88 diners, and there are standing cocktail tables throughout if you just want a quick post-work drink.Can you conduct a meeting here? Yes. The space is gigantic so you can probably even hold a team-building exercise here if you want. There are no private rooms, though the staff did point out the bridal room upstairs that towers above the restaurant like a wood-paneled castle. This is a vestige of all the wedding events held here in years past.What we’d order again: Apart from the set lunches, it does have an a la carte menu that features everything from pastas to salads and steaks. The portion sizes are generous, but not so much you’d be stuffed. We tried the seafood platter (HK$588 for the half portion and HK$998 for the full one), which the staff recommended. Every crustacean and mollusk on the platter was delicious, and while it initially looked too big, it turned out to be just the right portion for two not-too-hungry people. My guest, a connoisseur of seafood broth, gave the lobster bisque high marks and also enjoyed his roasted chicken with pickled beetroot and potato puree. I tried the heirloom tomato salad with feta cheese and pine nuts, and it provided a burst of freshness right before I indulged in the creamy seared salmon with fennel, popped rice and colcannon (Irish mashed potatoes). The desserts, tiramisu and poached pear, were also good.Need to know: Watermark is located on the upper floor of the Star Ferry terminal, which is Central Pier No. 7. It’s on the same level as the pedestrian bridge connecting to IFC. It’s open daily from noon to 10 p.m. Reservations can be made online, by phone, WhatsApp or . — Thanks for reading our newsletter! if you haven't, and send any feedback or ideas our way to .
