Core Viewpoint - The Hong Kong stock market is positioned at the start of a new opportunity cycle, driven by overseas liquidity easing, moderate recovery in the Chinese economy, and the ongoing AI wave [1] Group 1: Market Opportunities - The technology leaders in the Hong Kong stock market are expected to regain relative advantages as the AI industry cycle trends upward [1] - High dividend assets are attractive due to low interest rates and year-end allocation demand, with a dividend yield to 10-year government bond spread maintaining around 4% [1] - The new consumption and innovative pharmaceutical assets in Hong Kong are scarce compared to A-shares, making them worthy of attention [1] Group 2: Investment Strategies - Analysts suggest a dual-track investment strategy focusing on high dividend assets and technology growth sectors, particularly AI-related companies [1] - The "barbell strategy" is recommended, combining stable value assets (especially H-shares with high AH premium) for long-term allocation and growth assets with solid industrial logic [1] - The Hong Kong Large Cap 30 ETF (520560) is highlighted as a flexible tool for long-term allocation, featuring a mix of high-growth tech stocks and stable high-dividend stocks [2] Group 3: Market Performance - As of November 28, the three major indices in the Hong Kong stock market showed weak performance, but the Hong Kong Large Cap 30 ETF demonstrated resilience with only a slight decline of 0.1% [1] - The Hong Kong Large Cap 30 ETF attracted 8.63 million yuan in a single day and a total of 48.99 million yuan over the past 10 days, indicating positive market sentiment [1] - Key stocks in the ETF, such as Pop Mart and Alibaba, showed gains, with Pop Mart leading with over 4% increase [1]
机构：港股市场呈现双主线机会！资金积极布局 自带哑铃策略的—香港大盘30ETF（520560）...
Xin Lang Cai Jing·2025-11-28 02:32