China Merchants Securities said in a strategy note that two
文 / 小金
2026-08-21 08:20:03
来源:亚金网
China Merchants Securities said in a strategy note that two developments boost the Hong Kong market outlook: the Hang Seng TECH Index methodology was revised—constituent count expanded and revenue growth added to selection criteria—addressing concerns about the index’s tech content; and AI-sector profits are shifting from hardware and large models toward cloud providers, a dynamic that should favor Hong Kong-listed cloud names. The firm remains positive on Hong Kong equity opportunities.
