Publicly offered funds are closely monitoring Hong Kong stocks, and consensus has been reached on three main directions.

Regarding the recent Hong Kong stock market, public institutions hold both "divergence and consensus" in terms of Hong Kong stock investment. The core of the disagreement focuses on whether the valuation has immediate investment value; on the consensus level, public institutions generally acknowledge the long-term value of Hong Kong stocks, and it is expected that southbound funds, Middle Eastern hedge funds, and thematic funds will work together. Public institutions generally express that they will focus on performance-driven themes in the future, and suggest a combination of offense and defense in the specific direction, favoring the technology and innovative pharmaceutical sectors, as well as high dividend stocks.