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<Research>CICC: Investors Shall Moderately Reduce Positions in HK Stocks in ST, Keep 'Bullets' for Future Opportunities
Recommend 98 Positive 186 Negative 111 |
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The macro environment for industry rotation in Hong Kong stock market is characterized by 'abundant capital + asset scarcity = index volatility + extreme structure', CICC recently released a research report saying. The reason why the market is characterized by index oscillations but with active market structure was due to the lack of overall economic returns, the existence of structural highlights and the strong abundance of capital. At the industry level, the above analysis shows that new consumption and innovative drug unite was also very evident. In this context, tightened short-term liquidity margin, tariff negotiation variables, weakening data and delayed policy launch may cause market volatility. Therefore, CICC suggested investors can 1) moderately reduce positions in the short term, 2) switch to stable dividends, 3) wait for future opportunities for AI internet, which is expected to have significantly slowed since the beginning of the year. If significant fluctuations occur, investors can instead intervene more aggressively to buy back quality assets at a lower cost, but only if they can keep the “bullets”. AASTOCKS Financial News Website: www.aastocks.com |
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