华泰证券：港股一季度“开门红”有望延续

Core Viewpoint - The Hong Kong stock market experienced a rise driven by technology catalysts, achieving a "good start" on the first trading day of 2026. Current market sentiment and liquidity conditions are better than in November, increasing the likelihood of successful investments in Hong Kong stocks [1] Group 1: Market Conditions - The market sentiment and liquidity environment are currently more favorable compared to November [1] - The rise in the Hong Kong stock market is attributed to technology-driven catalysts [1] Group 2: Investment Recommendations - It is recommended to continue allocating investments in the technology chain with performance realization expectations, as there may be high growth potential in the next quarter due to liquidity environment catalysts [1] - Consider a balanced allocation of cash flow assets, taking into account changes in driving factors and funding attributes [1]