On June 15, the U.S. and Iran reached a peace agreement, driving a collective rally in AI-related stocks on the Hong Kong market. Institutions believe that, in the short term, easing geopolitical risks are likely to further improve the liquidity environment for growth assets in Hong Kong; in the medium to long term, global AI capital expenditure, domestic computing infrastructure development, and edge-side intelligence remain the core themes of the industry. Stay updated on the latest investment trends in Hong Kong stocks—follow this topic!