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| HSCEI1 | 8,051.67 | +21.13 | 24.86B |
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2026-10-05 16:51:14 Overseas equity markets posted more losses than gains in September, while central banks in the US, Europe and Japan all raised interest rates, BOCOM International said in a research report. Hong Kong stocks continued their correction, and investors may place greater emphasis on defensive positioning in the near term. In terms of allocation, the broker recommended a barbell structure balancing both growth and defensive plays. Liquidity and valuation expansion room may be constrained amid sticky inflation, and shifts in monetary policy and the AI technology narrative, while a barbell portfolio offers flexibility under different scenarios. The broker announced its October stock picks, including NVIDIA Corporation (NVDA.US), citing optimism over the sustainability of long-term AI demand; MINTH GROUP (00425.HK), as its traditional business remains resilient and new businesses are entering a volume ramp-up phase; TENCENT (00700.HK), as the market is once again focusing on the commercialization progress of agents; HUTCHMED (00013.HK), which has returned to a growth trajectory, with savolitinib and ATTC hailing key breakthroughs; GCL TECH (03800.HK), as substantial production cuts across the industry are expected to further lift polysilicon prices; and CHINA TAIPING (00966.HK), supported by attractive dividend yields and valuation recovery potential. ~ AASTOCKS Financial News Website: www.aastocks.com | |