Cathay Pacific Haitong released a research report saying that uncertainties such as short-term AI narratives, geographical conflicts, and the US midterm elections remain to be seen. Overseas risk aversion is heating up, and the reverse financial trend of Hong Kong stocks has yet to be digested. At the industry level, emphasis continued to be placed on high-dividend assets in Hong Kong stocks in the fourth quarter. At the same time, the three quarterly AI application scenario expansion/Q3 may be included in the flexible target of the Hang Seng Technology Index.

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