方正证券：港股在估值上具备充分的吸引力

Core Viewpoint - The report from Founder Securities suggests that a balanced allocation of quality assets in both markets can help reduce the risk of volatility from a single market [1] Group 1: Market Outlook - The outlook for the Hong Kong stock market is promising due to its attractive valuation [1] - The recent dovish stance of the Federal Reserve and the easing of US-China relations are expected to improve foreign capital inflow into the Hong Kong stock market [1] - Continuous inflow of southbound capital is anticipated [1] Group 2: Sector Opportunities - The Hong Kong stock market features sectors such as artificial intelligence and innovative pharmaceuticals, which represent emerging industry trends and possess a degree of scarcity [1] - The quality of assets in the Hong Kong market is expected to improve further with the listing of high-quality domestic companies [1]