Morgan Stanley released a report saying that shortfall financing and southbound capital inflows will help Hong Kong stocks regain momentum; it is expected that the market environment will improve further in August, leading to a better recovery. The current extremely low allocation positions mean that now is the time to gradually increase positions. Damo pointed out that global investors' interest in Chinese stocks is rising, so it is expected that within the next few months, capital will gradually be reallocated to Chinese stocks. Considering that the position is extremely low, it is recommended that it can now be gradually absorbed.

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