Recently, a number of brokerage firms have intensively held 2027 strategy meetings, and their research on Hong Kong stock market trends and investment opportunities in the new year has attracted much attention. Industry insiders believe that the fundamentals and valuations of the Hong Kong stock market are expected to reverberate, and the impact on the liquidity level is expected to ease, but it is still under pressure. Market opportunities come more from structural profit improvements and allocation effects brought about by global capital rebalancing. In terms of specific allocation, it is recommended to first stick to the dividend strategy to cope with market fluctuations, wait for market liquidity expectations to gradually improve, then seize opportunities in the growth sector, and be optimistic about biotechnology, AI applications, the Internet, intelligent driving, and physical intelligence.

Recently, a number of brokerage firms have intensively held 2027 strategy meetings, and their research on Hong Kong stock market trends and investment opportunities in the new year has attracted much attention. Industry insiders believe that the fundamentals and valuations of the Hong Kong stock market are expected to reverberate, and the impact on the liquidity level is expected to ease, but it is still under pressure. Market opportunities come more from structural profit improvements and allocation effects brought about by global capital rebalancing. In terms of specific allocation, it is recommended to first stick to the dividend strategy to cope with market fluctuations, wait for market liquidity expectations to gradually improve, then seize opportunities in the growth sector, and be optimistic about biotechnology, AI applications, the Internet, intelligent driving, and physical intelligence.