CITIC Securities: Short-term structural upside expected to continue in the Hong Kong stock market.
According to the research report of CITIC Securities, looking ahead, the Hong Kong stock market is expected to continue its structural uptrend in the short term, supported by progress in the China-US leaders' talks and the ongoing recovery of the A-share market sentiment. With the continuous improvement in AI demand guidance, Hong Kong technology is the most promising direction. It is recommended that investors adopt a barbell strategy in allocation, with high dividend assets as the core allocation and also pay attention to the technology and consumer industries that show obvious profit improvement and growth potential.
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