每日投资策略：观望中美会谈结果，港股续观望-20250611

Group 1: Market Overview - The report indicates that the Hong Kong stock market is currently in a cautious state, with investors awaiting the results of the US-China talks, leading to mixed performance in the market [2][3] - The Hang Seng Index opened higher but faced selling pressure in the afternoon, ultimately closing at 24,162, down 18 points or 0.1% [3] - The trading volume for the day was reported at 250.34 billion [3] Group 2: Macro & Industry Dynamics - UBS calls for strategic investment in Chinese stocks, suggesting that trade risks have peaked and there may be more policy support in the future, particularly in the technology sector [6] - Citigroup believes the likelihood of a transactional agreement between the US and China has increased, although China may only make cautious concessions [7] - HSBC has adjusted its forecast for the Federal Reserve's interest rate cuts, now expecting a delay until September, which may impact market conditions [9] Group 3: Company News - Wanda Hotel Development has proposed a special dividend of HKD 0.462 per share, contingent upon meeting certain conditions [10] - JPMorgan has raised the target price for SOTY Technology to HKD 28.6, citing improvements in the company's fundamentals and growth in its robotics business [11]