As the third quarter market comes to an end, the Hong Kong stock market is entering a new round of layout window after experiencing a volatile correction in September. Recently, a number of brokerage firms have intensively published their views on the allocation of Hong Kong stocks. It is widely believed that external disturbances have been mitigated marginally, there is limited room for valuation contraction, and the pullback is expected to provide timing for layout. At the allocation level, the barbell strategy of “dividend bottom+AI attack” has gradually become the mainstream consensus of institutions. The growth side focuses on the AI application chain, while the defense side anchors dividend assets. Analysts believe that as the disclosure period for the third quarterly report approaches, the market's focus is shifting from macro-trading disturbances to verifying fundamentals. Advances in AI commercialization and the dividend sustainability of high-dividend assets will together form an important consideration in the allocation of Hong Kong stocks.

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