Recently, the Hong Kong stock market has experienced volatility. After the Hang Seng Index recovered the 24,000-point mark, the sustainability of the market rebound and asset allocation strategies have drawn attention from institutions. Analysts point out that the short-term rebound is supported by the return of southbound capital and improved market sentiment, but pressures from overseas interest rates and fundamentals persist. For asset allocation, it is recommended to maintain a balanced approach, using dividend assets as the core, and capturing structural opportunities in sectors such as technology and innovative pharmaceuticals by considering industry trends and performance realization.
