Huatai Securities Hong Kong Stock Strategy: Hong Kong Stocks May Continue to Outperform
Huatai Securities suggests that Hong Kong stocks may continue to outperform due to overseas liquidity risks. They recommend focusing on sectors like discretionary retail and media, as well as defensive high-dividend stocks such as banks. For the AI hardware sector, Huatai Securities believes the next opportune moment will be during the US earnings season in July, advising investors to adjust positions based on current gains and await opportunities after volatility subsides. AI
IMPACT Analysts suggest that the AI hardware sector should await the July earnings season for potential investment opportunities.