配置港股正当时！余懿掌舵，华商港股通价值回报混合重磅来袭！

Core Viewpoint - The Hong Kong stock market is attracting global value investors due to its significant valuation advantages and unique sectors such as innovative drugs and international companies, presenting a potential opportunity for systematic discount recovery [1][4]. Group 1: Market Outlook - The upcoming issuance of the Huashang Hong Kong Stock Connect Value Return Mixed Fund (025024) on September 8 is expected to capitalize on the potential recovery in the Hong Kong market [1][5]. - The fund manager, Yu Yi, believes that multiple favorable factors may lead to a systematic discount recovery in the Hong Kong stock market [4][5]. - Over the next two to three years, sectors like real estate and consumption are expected to stabilize, while innovative industries such as semiconductors are entering a capacity expansion cycle, which may drive overall market recovery [4][5]. Group 2: Investment Strategy - Yu Yi emphasizes the unique investment value of the Hong Kong market, highlighting sectors such as AI chips, innovative drugs, and international companies as key areas for investment [5]. - The fund aims to select companies with distinctive characteristics and alpha potential to achieve long-term returns, while also considering potential adjustments in dividend tax policies that could benefit dividend stocks [5]. - The investment strategy will focus on strict risk control and value investment principles, selecting fundamentally sound and attractively valued stocks within the Hong Kong Stock Connect [5][6].