洪灏：港股回调就是加仓机会，白银远远没有涨到位

Group 1 - The Hong Kong stock market is expected to reach new highs, significantly higher than current levels, with pullbacks seen as buying opportunities [5][12][4] - Global liquidity is abundant, as indicated by the recent Hong Kong Hibor being below 1%, a weak Hong Kong dollar, and the expansion of the monetary base by the Monetary Authority [2][6][42] - A technical rebound in the US dollar to around 100 points is likely, but this does not imply a loss of liquidity [9][7] Group 2 - The worst-case scenario regarding tariffs has already been priced in, and trade negotiations between China and the US are progressing positively [13][14] - Geopolitical risks are unpredictable, and the recommended strategy is to invest in precious metals, gold, silver, and cryptocurrencies like Bitcoin and Ethereum [15][12] Group 3 - Investment opportunities in new technologies, particularly in innovative pharmaceuticals, are highlighted, with advancements in AI speeding up the development process [19][21][23] - The US stock market is anticipated to continue rising and reaching new highs in the second half of the year, driven by tax cuts, deregulation, and the digitalization of traditional assets [27][28][29] Group 4 - European bank ETFs are suggested as a potential investment due to benefits from a steepening interest rate curve and regulatory easing [31] - Silver is expected to reach historical highs within the year, and Ethereum is seen as having significant upside potential compared to Bitcoin [34][32][39]