港股短期承压，中长期配置价值凸显

Group 1 - The core viewpoint is that despite short-term volatility, Hong Kong stocks are currently attractive in terms of valuation, highlighting their medium to long-term investment value [1][4] - The market has already factored in some short-term pessimism, with expectations of a rebound due to technical factors, although the extent of this rebound may be limited by ongoing tariff disputes [3][4] - The current decline in Hong Kong stocks may present a good opportunity for investors to position themselves in quality assets, as valuations are more appealing compared to other major global markets [4] Group 2 - The historical pattern of negotiations suggests that after extreme pressure, parties are likely to return to the negotiation table, with recent signals indicating a potential for easing tensions and intensified discussions in October [3] - The strategy moving forward is to remain calm and rational, closely monitoring developments while gradually increasing holdings in fundamentally strong assets that are now in a deep value range due to market fluctuations [4]