中泰证券：港股市场短期有望延续结构性上涨

Core Insights - The Hong Kong stock market is expected to continue its structural upward trend in the short term, supported by the progress of the US-China leaders' dialogue and the ongoing recovery of sentiment in the A-share market [1] - The demand for AI is showing continuous improvement, making the technology sector in Hong Kong the most promising area for investment [1] - Investors are advised to adopt a barbell strategy in their asset allocation, maintaining high-dividend assets as a base while also focusing on technology and consumer sectors that show significant profit improvement and growth potential [1]