至于港股方面，周翰宏预期，ATMX窝轮引伸波幅回稳，利用窝轮补捉下一个类似去年9月有清晰方向的波动市机会，上半年值得留意的板块及主题包括，稳定高派息类股：电信类，中国移动(00941)、中国电信(00728)、中国联通(00762);银行类，汇丰控股(00005)、建设银行(00939)、工商银行(01398);资源类，中国海洋石油(00883)、中国石油股份(00857);地产租务类及领展房产基金(00823)。Cai Xiuhong, director of the listed product sales department of Faxing Securities, said that looking back at 2024, the total turnover of Wolun and Bull and Bear Securities increased slightly by about 1%, accounting for 9% of the market's turnover.
The Zhitong Finance App learned that Cai Xiuhong, director of the listed product sales department of Faxing Securities, said that looking back at 2024, the total turnover of Wolun and Bull and Bear Securities increased slightly by about 1%, accounting for 9% of the market's turnover. The focus of the rotating securities market is on products related to the Hang Seng Index. In addition to deploying market volatility, investors also make better use of the product characteristics of the Bull and Bear Stock Exchange to control risks. In addition, investors' attention to US stock warrants has increased significantly, and they have used US stocks to deploy ahead of schedule during the Hong Kong stock trading session.
Zhou Hanhong, director of the listed product sales department of Faxing Securities, estimated that the profits and market capitalization of US companies as a percentage of global companies will continue to rise, and that the growth capacity of the seven tech giants will continue to be the focus of global investors. It is expected that Hong Kong stock investors' interest in trading US stocks will continue to increase in Asian time, and that related market transactions, street goods, and capital flows will all have an opportunity to reach new highs. It is expected that the S&P 500 target will be 6,750 points at the end of the year.
As for Hong Kong stocks, Zhou Hanhong expects that ATMX Wo Loo will stabilize and use Wo Loo to seize another volatile market opportunity with a clear direction similar to September last year. Sectors and topics worth paying attention to in the first half of the year include stabilizing high-dividend stocks: telecommunications, China Mobile (00941), China Telecom (00728), China Unicom (00762); banks, HSBC (00939), and Industrial and Commercial Bank (01398); resources, China Offshore Oil (00883), and Industrial and Commercial Bank (01398) Petroleum Co., Ltd. (00857); Real estate leasing category and LINK REIT (00823).
He added that in terms of robotics and AI-related stocks, it is Xiaomi Group (01810); electric vehicle and environment-related stocks, and BYD shares (01211). However, investors should pay attention to potential risk factors including the global trade war, the development of Sino-US relations, and uncertainty about inflation.
