China Galaxy Securities: Hong Kong Stocks with Stronger-than-Anticipated Mid-Year Reports Seen as Catch-Up Opportunities
2025-07-21 / Read about 0 minute
Author:小编   

China Galaxy Securities highlights that Hong Kong stocks, despite being relatively undervalued in the global equity market, are historically positioned at the upper-middle range of their valuation percentiles. Here are the recommended investment strategies moving forward: Firstly, amidst domestic and international uncertainties, high-dividend stocks offer investors a stable return. Secondly, sectors benefiting from emerging or continuously evolving policies, such as stablecoin-related stocks, innovative pharmaceuticals, the AI industry chain, and "anti-involution" industries, merit close attention. Lastly, sectors in Hong Kong stocks that have delivered mid-year reports surpassing expectations are poised for catch-up gains, warranting investors' keen focus.