China Galaxy Securities said that the Hong Kong stock investment strategy should grasp three main lines: this week, in the midst of interest rate disturbances and the decline in AI trading, the core principle is no short positions or heavy positions in one direction. Because interest rate disturbances and industrial catalysts coexist next week, the market is likely to continue the structural market rather than the one-sided trend. Recommended attention: 1. Low-volatility dividends. This week, the net inflow of southbound capital was interrupted for 7 consecutive weeks and turned into a net sale of HK$6.637 billion. Capital clearly turned defensive. Within October 15, bank stocks bucked the trend and reached new highs. Gold stocks strengthened at the same time, and high-dividend sectors such as utilities and telecommunications were bought by safe-haven funds. It is recommended that banks, utilities, telecommunications, and energy continue to be used as defense bases. 2. Innovative drugs and CXO sector. 3. Technology sector. The main line of technology is to take opportunities rather than heavy positions; we need to wait for short selling sentiment to decline and a signal of a southward return.

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