中泰证券：恒生科技板块或长期占优

Core Viewpoint - The Hong Kong stock market is expected to continue its upward trend in the short term, driven by policy support from mainland China and a recovery in sentiment in the A-share market [1] Group 1: Market Outlook - The technology sector, particularly companies involved in artificial intelligence, will remain a focal point for the market [1] - Investors should be cautious of market volatility that may arise from changes in China-U.S. relations [1] Group 2: Domestic Policy Impact - The "14th Five-Year Plan" emphasizes accelerating high-level technological self-reliance and leading the development of new productive forces [1] - The Hang Seng Technology sector is likely to outperform in the long term due to these domestic policy initiatives [1]