Business strategy: Maintain an optimistic attitude towards the Hong Kong stock market. It is recommended to first invest in innovative pharmaceuticals, followed by the internet industry, and lastly in new consumer goods.
The investment strategy believes that looking ahead, it still maintains an optimistic attitude towards the Hong Kong stock market. As of the current data, the interim earnings of Hong Kong stocks are improving, and the rate of performance is at a new high in three years. The profitability of Hong Kong stocks with a higher content of "new economy" may continue to improve before A shares. In the previous bull markets, the Hong Kong stock index was slightly lower than A shares, so it is recommended to focus on directions that differentiate from A shares in this round of allocation, and suggest to first invest in innovative pharmaceuticals, then in the internet industry, and lastly in new consumption.
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