6月港股金股：风偏或延续修复

Group 1 - The report maintains a cautiously optimistic view on the Hong Kong stock market, highlighting external risks and the need for new momentum for upward movement [1][2] - The report emphasizes the importance of AI technology and consumer sectors, suggesting a defensive allocation in high-dividend stocks due to ongoing overseas risks [2][3] - The report lists a selection of "golden stocks" with detailed financial metrics, including Tencent Holdings, Alibaba, Kuaishou, and others, indicating their potential for growth and investment value [3][72] Group 2 - Tencent Holdings is recognized for its strong competitive advantages across multiple business areas, particularly in gaming and advertising, with expectations for EPS growth driven by high-margin business expansion [11][12] - Alibaba is noted for its leadership in AI and cloud computing, with anticipated revenue growth from its cloud services and improved profitability from its core business segments [19][20] - Kuaishou is expected to benefit from its AI capabilities and content consumption trends, with projections for significant revenue growth in the coming years [24][25] - Xiaomi is highlighted for its innovative automotive business and strong performance in the smartphone market, with expectations for continued growth in high-end products [30][31] - China Petroleum & Chemical Corporation (Sinopec) is expected to see improved performance due to lower international oil prices and a high dividend payout ratio, making it attractive for income-focused investors [43][44] - Jiufang Zhitu Holdings is positioned for growth in the online investment sector, leveraging technology to enhance its product offerings and market share [51][52] - Anta Sports is recognized for its strong brand performance and strategic acquisitions, which are expected to enhance its competitive position in the market [56][57] - New Energy is anticipated to benefit from privatization efforts and improved profit structures, with a significant valuation upside [60][61] - Innovent Biologics is projected to achieve substantial revenue growth driven by its expanding product pipeline and effective cost management [66][67]