Hong Kong stocks see a long-awaited rebound in trading volume as institutions focus on two main themes: AI computing power and dividend benefits.

On June 2nd, the Hong Kong stock market welcomed a long-awaited overall rise. After experiencing continuous volatile declines, the Hang Seng Index and the Hang Seng Tech Index both surged with high trading volume. The Hang Seng Tech Index rose by over 4%, while the Hang Seng Index also surpassed the 26,000 point mark, providing strong support for the Hong Kong stock market which is in a "complex bottoming" stage. Large tech stocks and new energy vehicle stocks all rose, with market sentiment significantly improving. Analysts believe that the Hong Kong stock market has reached a bottom region and is entering a structural market phase with "defense at the bottom, growth mining" as the core. In terms of allocation, investors should focus on positioning along the two main themes of cash flow certainty and industry trend certainty, over-weighting AI computing power industry chain targets, and using high dividend yield assets as a core position to withstand volatility.