中欧基金罗佳明：看好港股科技、上游资源、出海公司的投资机会

Group 1 - The core investment opportunities in the Hong Kong stock market are identified as technology, upstream resources, and companies expanding overseas [1] Group 2 - The technology sector, including internet, electronic semiconductors, and innovative pharmaceuticals, is experiencing an optimized competitive landscape [1] - Upstream resources such as oil and coal are expected to present good opportunities due to anticipated interest rate cuts by the Federal Reserve and tightening supply of mineral resources amid global industrialization [1] - Companies that leverage domestic supply chain efficiency and management capabilities to explore global markets are seen as pursuing a second growth curve [1]