CITIC Securities: Hong Kong stock liquidity continues to improve. If there is volatility overseas, it is a good opportunity to increase positions.

CITIC Securities points out that before the key point of the possible index bull market from the end of the third quarter to the fourth quarter, we will also experience a transition period of 3-4 months. In terms of coping strategies, resisting macro disturbances relies on high-liquidity industry trends such as AI. Recently, there have been positive changes in AI applications in North America, and the Chinese market will soon follow suit. Another coping strategy is cross-market balanced allocation. The liquidity of Hong Kong stocks is still improving, and if there is volatility in overseas markets, it is a good opportunity to increase positions.