stock market: a “new era” for hong kong stocks

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at the same time, analyst zhan chunli also pointed out the impact of rmb appreciation on the hong kong stock market. he said that there is a close connection between the hong kong stock market and the rmb exchange rate. when the rmb appreciates, the hong kong stock market also rises. the reason is that chinese-funded enterprises account for a high proportion and their income is calculated in rmb. therefore, rmb appreciation will increase the company's profitability. in addition, the impact of rmb appreciation on u.s. dollar interest rates will also lead to a rebound in the hong kong stock market and provide a boost for funds heading south.

as for investment value, analysts and fund managers also have different preferences. zhou linhong believes that the main gains in the market currently come from the repair of financial valuations and the internet as a pioneer industry. once the market risk preference reverses, a large number of layout opportunities for the main technology lines will also follow. xing cheng suggested focusing on a balanced strategy. on the one hand, we should focus on industries such as the internet, new energy vehicles, technology hardware, and biomedicine. these industries are more sensitive to interest rate declines. on the other hand, we should also focus on having more certain shareholder returns. high dividend targets, such as some companies that are developing steadily in the financial field.

from the perspective of global market valuation attractiveness and capital rebalancing, zhang jintao believes that high-quality assets in a-shares and hong kong stocks already have allocation advantages. for example, the valuation of china's leading internet companies is at one of the lowest levels in the world. if foreign capital returns, they will be more inclined to buy such high-quality assets with growth potential and better competition. as overseas risk-free interest rates decline, chinese assets with low valuations and high dividends become more attractive, and the hong kong stock market will also become the first choice for global funds to allocate chinese assets.

a young investor named liang yuan was full of hope for the future during the interview. he dreams of staying in hong kong to work in the financial industry after graduation, and hopes to witness the "new era" development of the hong kong stock market.