Zheng Quan Shi Bao Wang·2025-09-28 00:22Group 1 - The core viewpoint is that the Hong Kong stock market, particularly in the internet and non-ferrous metal sectors, has shown strong performance and is expected to continue benefiting from long-term upward trends despite potential market volatility [1] - AI remains a key theme in the Hong Kong market, with internet stocks anticipated to be among the biggest beneficiaries [1] - Non-ferrous metals are expected to benefit from both liquidity easing due to interest rate cuts and rising inflation expectations [1] Group 2 - The recommendation is to focus on technology sectors, including AI internet large caps and high-end manufacturing small caps, as well as non-ferrous metals [1] - There is a suggestion to increase allocation to Hong Kong insurance stocks, which have significant market expectation discrepancies, as well as to value strategies such as "turnaround" and high dividend stocks [1] - Some undervalued innovative pharmaceutical stocks are recommended for bottom-up investment [1]