Guosen Securities: US tariff policy intensifies market uncertainty, Hang Seng Index suggests holding on above 22,374 points.
Guosen Securities released a research report stating that due to the uncertainty brought to the global economy and stock market by the US tariff policy, stock market fluctuations may be a high probability event. Using historical success rates as a reference, Guosen Securities recommends that investors hold their positions instead of increasing them when success rates are below 50%. In terms of sectors, Guosen Securities suggests focusing on cloud computing, new energy vehicles and components, new consumption and pharmaceuticals, dividends, and targets with performance upgrades.
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