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<Research>CGS: HK Stock Mkt Rhythm Relies on 'Liquidity' w/ Focus on 'Quality'; HSTECH Has Larger Room for PER Recovery
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The fundamentals of the Hong Kong stock market largely depend on the domestic macroeconomy, China Galaxy Securities (CGS) recently released its research report saying. Looking ahead to 2026, China's macro policies are expected to maintain continuity and stability, with economic growth remaining resilient and inflation likely to recover from trough. In terms of allocation, investors are recommended to focus on three themes including technology innovation theme. Under the goal of significantly improving the level of self-reliance and self-improvement in technology during the '15th Five-Year Plan' period, technological innovation will be a major theme for investing in Hong Kong equities. The HSTECH still has significant room for valuation recovery, with leading companies expected to exhibit high prosperity characteristics in their results, coupled with the continued trend of Chinese companies listing in Hong Kong, further releasing the vitality of Hong Kong's technological innovation ecosystem. Overall, Hong Kong stock investment pace in 2026 relies on 'liquidity' (capital flow), focusing on 'quality' (results performance). As an offshore market, Hong Kong equities are highly sensitive to global liquidity, domestic policy implementation and corporate earnings recovery, emphasizing the importance of timing, policy and capital resonance nodes. AASTOCKS Financial News Website: www.aastocks.com |
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