Guotai Junan Securities Wu Xinkun: Bull market in the second half of the year can be expected in Hong Kong stocks, focus on four types of scarce assets.

Looking ahead to the second half of the year, how will Hong Kong stocks perform? Which sectors are worth investing in? What important time points or risk factors need to be monitored? Recently, 21st Century News reporters had a in-depth discussion with Wu Xinkun, Chief Analyst of Overseas Strategy at Guotai Haitong Securities. Wu Xinkun stated that the reevaluation of Chinese technology assets is just the beginning, and Hong Kong stocks are the main battlefield of this bull market, reflecting the attractiveness of scarce assets in Hong Kong stocks. He pointed out that the bull market in Hong Kong stocks is expected to continue in the second half of the year, and four scarce assets including AI applications, innovative drugs, new consumption, and dividend-type assets are worth paying attention to.