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Looking forward, due to the diminished expectations of a near-term interest rate reduction by the Federal Reserve and escalating global geopolitical tensions, investors' appetite for risk has waned. It is projected that Hong Kong stocks will exhibit range-bound fluctuations in the near future. Here are the allocation recommendations: (1) The technology sector, recognized as a medium- to long-term investment theme, is poised for growth, bolstered by multiple positive factors. (2) The consumer sector, buoyed by policy support and currently undervalued, presents substantial medium- to long-term upside potential. Close monitoring should be maintained on the effectiveness of policy execution and shifts in consumption data. (3) Amidst the backdrop of heightened geopolitical tensions, the investment appeal of safe-haven assets like precious metals becomes increasingly prominent.
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