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<Research>Guotai Haitong Expects HK Stocks to Hit New 2025 Highs This Qtr; Tech Still Main Focus; New Consumption & Innovative Drug Assets Take Center Stage
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Guotai Haitong Securities has released a report on the 4Q25 Hong Kong stock market outlook. Hong Kong stocks' YTD performance has been outstanding. Although they underperformed A-shares in stages during 1-3Q25, they have regained an uptrend on the back of tech stocks since September. Currently, the valuation of Hong Kong stocks is only at the historical median, and the cost-effectiveness remains prominent compared to A-shares, with the undervaluation advantage of the tech sector being even more apparent. With industrial trends and continuous improvement in capital flows, Hong Kong stocks are expected to continue setting new highs in 4Q25, with tech staying the main focus as driven by AI. Hong Kong stock dividends will also benefit from the policy of "enhanced dividends + low interest rates". As new consumption and innovative drug assets in Hong Kong are scarce compared to A-shares, they may be worth attention in 2H25. AAStocks Financial News |
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