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Galaxy Securities has unveiled its 2026 strategy report for the media and internet sector, highlighting that performance-driven growth and the integration of artificial intelligence (AI) will continue to be the primary catalysts propelling the industry's expansion. The report underscores the importance of focusing on key internet assets listed on the Hong Kong stock exchange, particularly those that are witnessing a steady rise in AI-related investments and are backed by multiple long-term positive factors. Additionally, it draws attention to applications that are increasingly leveraging AI capabilities, along with pertinent sub-sectors within the industrial chain. Furthermore, the content sector is identified as a promising area, given its consistent production of high-quality content and a high degree of certainty regarding its performance outlook.
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