中欧基金付倍佳：明年港股有盈利估值双击的机会

Core Viewpoint - The Hong Kong stock market is expected to experience a dual boost from earnings and valuations in the coming year [1] Group 1: Liquidity Perspective - The anticipated expansion of the Federal Reserve's balance sheet is viewed positively for Hong Kong stocks [1] - A downward trend in the dollar cycle is expected to enhance overseas liquidity, benefiting the Hong Kong market [1] Group 2: Fundamental Perspective - There is an expectation for a turning point in the Producer Price Index (PPI) domestically next year [1] - Certain assets are anticipated to have opportunities for earnings upgrades [1]