Huatai Securities Hong Kong Stock Strategy: Market Correction Unveils Structural Investment Opportunities
2 week ago / Read about 0 minute
Author:小编   

Huatai Securities has issued a comprehensive research report on Hong Kong stock strategy, emphasizing that the recent market correction in Hong Kong stocks is primarily attributed to adjustments in domestic and international expectations. However, the medium-term trend towards liquidity easing remains steadfast. The report advises allocating capital to sectors experiencing a resurgence in prosperity coupled with attractive valuations, particularly in the technology sector. For short-term traders, it is crucial to focus on the performance of mid-year reports. Key recommendations include: 1) Leading enterprises within the gaming and internet e-commerce industries, characterized by reasonable valuations and an upward trajectory in prosperity; 2) Innovative drug and non-bank financial stocks listed in Hong Kong, which may have slightly higher valuations in the initial 12 months but offer strong profit certainties.