Chen Guo: Hong Kong stocks and A-shares are still considered relatively attractive in the global market in terms of quality and price.

Chen Guo, deputy director and chief strategy officer of Oriental Wealth Securities Research Institute, said on July 4th that we need to have a more global perspective, focusing on the application of AI and new consumption. This is something we have seen in the market in the first half of this year. The Hong Kong stock market has performed relatively well so far, but how will it be in the second half of the year? Looking at it from a global perspective, both the Hong Kong and A-share markets still offer good value for money. If we look at their valuations and profit growth this year, the same profit growth actually comes with lower valuations.