Huatai Securities has released a research report highlighting two categories of stocks in the Hong Kong stock market that warrant short-term investor attention:

Firstly, consider oversold stocks that are under significant short-selling pressure but demonstrate stable or improving earnings expectations. This category includes innovative pharmaceutical companies and electric utilities. The underlying fundamentals of innovative pharmaceutical firms are steadily strengthening, positioning them for a potential rebound amid a global rebalancing of investment styles. In the near term, short covering is anticipated to persist. Therefore, it is advisable to focus on CXO companies that have issued positive earnings guidance and leading industry players with substantial business development (BD) potential.

Secondly, high-dividend defensive stocks, such as those in the banking sector, present a viable option. Regarding AI hardware chains, the cost-benefit ratio of increasing short-term allocations does not appear favorable. The next pivotal period will be during the Q2 earnings season for U.S. stocks in July. It would be prudent to adjust investment allocations based on floating profits at that time. For AI software, greater emphasis should be placed on identifying individual stock opportunities, particularly those with leading-edge models.