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Exclusive: Investment Map! Five experts join forces: How to win in 2025?

Out with the old, in with the new! Wealth flows in! Before the arrival of 2025, the popular Meimei launched a 25-year outlook event, inviting 5 senior analysts to bring the latest investment outlook for mooers in 2025, hoping to help mooers seize investment opportunities.

Read on to see what the senior analysts have to say with the popular Meimei!

💡 How do experts view the overall market trend?

2024 is usually considered as a bullish year for the US stock market, with a continuous surge, while the Hong Kong stock market is unpredictable.

So, in 2025, which sectors/assets have more investment potential that we need to pay attention to and deploy in advance?

Analysts also have different opinions, let's learn together:

@珍珠君In 2025, under the new situation of Sino-US game, Japan $Nikkei 225 (.N225.JP)$ remains an important market worth paying attention to.

1. Japanese Yen $ U.S. Dollar / Japanese Yen (USDJPY.FX) $ Exchange Rates are influenced by multiple factors,The actual interest rate differential between Japan and the USA is a core factor,Central bank's monetary policy expectationsis the main driving force. However, The impact of the Japanese Yen on Japanese stocks is usually limited to the short term. 。

In the medium to long term, the key to the ongoing rise of the Japanese stock market lies in whether Japan's economy can truly enter a virtuous cycle, including in 2025.A crucial part of this is the increase in Japanese residents' income and the expansion of the wealth effect. 。」

Click to view the original article for more information >> Looking back and looking ahead, bidding farewell to the challenging year of 2024.、 Can the Japanese stock market reach new heights in 2025?

@聰明錢 Andy：「In terms of the US stock market, it is necessary to pay attention to the Fed's interest rate reduction direction and Trump's policies.For now, after Trump's inauguration, tariff increases, immigration restrictions, and loose fiscal policies may pose significant upward risks to inflation, potentially reigniting market concerns about inflation. However, the author believes that in the first year of the Trump administration, efforts will be made to maintain stock market stability, establish a good image, and facilitate future governance.

As for the Hong Kong stock market, it is crucial to focus on the central government's stimulus economic policies and changes in US-China relations after Trump takes office on January 20.The author believes that the Hong Kong stock market will not be too bad in 2025, as Trump is likely to address domestic issues first before focusing on US-China relations.

Click to view the original article for more information >>2024 review and outlook for 2025

@Brian Sir：「Predicting that the Hong Kong stock market will enter the fifth wave of upward cycle!Are you ready?

When looking at the market in 2025 with wave theory, there may be the ultimate 'fifth wave', a short-term increase of more than 5000 points, and a breakthrough of the epic high of 2024. With the recent hawkish stance of the Fed, the 20-year US bond yield $U.S. 20-Year Treasury Bonds Yield (US20Y.BD)$ The Hong Kong dollar remains steady despite the high US bond yield, indicating a further strengthening.Indicates that a significant amount of funds are still not attracted by high interest rate differentials to continue to deploy in Hong Kong, and the "Fifth Wave" of 2025 is still very much worth looking forward to.

Click to view the original article for more information >>Hong Kong Stock Market in 2025, the 'Fifth Wave' is very promising.

🔍 Which industries have better opportunities?

After analyzing the market, what industries/assets should we focus on for investment opportunities?

Deploy in advance, seize the opportunity! No need to hurry, analysts have also provided their opinions, let's explore together~

@陸秉鈞 Alan Luk Futu：「Looking ahead to 2025, the application of Asia Vets is expected to enter a stage of full bloom.The author will introduce potential stocks in five areas including digital advertising marketing, data analysis, Cloud Computing Service, project management, Internet of Things (IoT) and Online Education.

– Digital Advertising Marketing: AI drives maximizing advertising effectiveness.The digital advertising marketing sector is one of the most core beneficiaries of AI applications. Just take the very eye-catching $Applovin (APP.US)$ as an example. With its AI advertising engine AXON 2.0, it has achieved massive advertising auction matching in microseconds, driving the company's stock price surge by over 900% from the beginning of 2024 till now (closing as of December 6th).

– Data analysis: AI intelligent decision-making promotes data integration analysis and operations.Almost every company that uses AI is involved in data analysis. In the field of pure data analysis,I think it is worth paying attention to. Palantir (PLTR.US) Despite the significant increase in the stock price of this stock this year, I am still optimistic about its prospects, and it may continue to outperform in 2025.

– Cloud Computing Service: AI empowers enterprise digital transformation.The implementation of AI is inseparable from the support of cloud services. Companies in this field are using AI technology to enhance service capabilities and create new business models. As familiar to Hong Kong investors. Snowflake (SNOW.US)For example, the return from the beginning of this year is -7%, which seems very disappointing, but the stock price once dropped more than 50% from the high earlier this year. The recent earnings performance is very impressive, rebounding about 80% from the low, and the company seems to have emerged from the "lowest point" period.

– Project Management: AI helps optimize processes.In the field of project management $monday.com (MNDY.US)$ 、 $Atlassian (TEAM.US)$ and $Asana (ASAN.US)$Actively promoting the development of AI-assisted functions to help enterprises improve operational efficiency and decision-making capabilities is a future area worth paying attention to.

– Internet of Things and Online Education: A blue ocean market for AI applications.In the Internet of Things (IoT) field, $Samsara (IOT.US)$AI technology seamlessly integrates equipment connectivity and data analysis to help enterprises optimize asset management and operational efficiency. In the online education sector, $DUOL.US (DUOL.US)$By enhancing the personalization and interactivity of learning content through AI technology, it has thoroughly changed the traditional education model, with a 64% increase in stock price within the year. These two sectors are expected to become new blue ocean markets for AI applications in the future due to their rapid growth in technological innovation and market demand.

Click to view the original article for more information >>Mr. A and You Look at AI 04: The Next Opportunity in the AI Field: Potential Stocks for AI Applications in 2025

@聰明錢 AndyWhen looking at the Hong Kong and US stock markets: 1. The rise of US technology stocks has clearly reached an overheated level, and many traditional institutions investors will review their original positions in the new year and perform a "rebalancing" operation.Funds may flow from overvalued technology stocks to relatively conservative and undervalued areas, such as high dividend stocks in the Hong Kong stock market.。

At the U.S. level, among the MAG-7 stocks, except for Microsoft (MSFT), the other six are still showing very strong trends, it is advisable to continue to watch for any major decline and reduce holdings. It is also important to pay attention to some Emerging Markets, such as the Americas sector, with the same logic of funds flowing out of the USA towards other regions. Microsoft (MSFT.US) At the U.S. level, among the MAG-7 stocks, except for Microsoft (MSFT), the other six are still showing very strong trends, it is advisable to continue to watch for any major decline and reduce holdings. It is also important to pay attention to some Emerging Markets, such as the Americas sector, with the same logic of funds flowing out of the USA towards other regions.New emerging markets such as the Americas sector, should also be observed for potential opportunities, as the same logic applies to funds shifting out of the USA to different regions.New emerging markets such as the Americas sector, should also be observed for potential opportunities, as the same logic applies to funds shifting out of the USA to different regions.

3. CryptosFrom past historical experience, the average "four-year cycle" in the cryptocurrency market is a market law that is difficult to break. With the halving as the boundary, the year following the halving is usually also a "bull market year," which refers to the year 2025.

Click to view the original article for more information >>2024 review and outlook for 2025

@富途譚智樂 Arnold:"U.S. Stocks Market in 2024AI theme is the focus，The US stock market is in a bull marketMarket trends. In addition to the good performance of tech stocks in Hong Kong stocks, a variety of high dividend stocks are also being favored by funds. The author observes the different performance of Hong Kong and US stocks in 2024 and determines the investment strategy for 2025: The author believes that the most important thing is to understand and judge one's own investment trading behavior logically.

For example, assuming to doValue Investing, value investing focuses on some undervalued stocks with profit potential, this investment concept may be more suitable in the Hong Kong stock market (but due to the complex economic environment, the difficulty is very high).

In the US, it tends towardsFollowing the trendFor example, to invest in the marketexplore opportunities in the hottest AI themes or on the top technology track.As long as the real economy maintains a strong performance, the bullish atmosphere, combined with technical analysis, will always present investment or speculation opportunities.

Click to view the original article for more information >>Looking back at 2024: a year with many positives but also volatility and complexity.

💪 How to invest more "stably"?

In addition to the bullish market and related assets mentioned above, analysts have also provided everyone with "stability-seeking tips"!

Investing involves risks, mooers should remain vigilant while closely monitoring the market trends, and flexibly adjust their personal investment strategies.

@陸秉鈞 Alan Luk Futu: "AI-related companies are expected to usher in a new round of growth opportunities. However, investors also need to be aware,AI application companies need to continuously invest a large amount of resources in technology research and development and market expansion, which may affect short-term profitability; today's front-line advantage does not necessarily mean long-term sustainability, as stocks are all traded at high premiums. Once the leading edge is lost, the decline of related stocks can be very large."

@珍珠君：「The escalation of the US-China trade war will be the biggest risk in 2025In the future, the trade war will be a long and repetitive process, and the stock market will also show more V-shaped trends. Hopefully, we can all cultivate a good mindset and seize every opportunity at low levels. In today's globally interconnected economy,diversified risk hedging appears particularly important。」

@富途譚智樂 Arnold"For mooers with shallow investment skills, in my opinion,the most effective strategy is diversification, Chinese assets and US stocks are also worth paying attention to. Do not concentrate all risks on the same type of investment theme, as this is the most effective way to balance and reduce risks."

In conclusion, 2025 is a year full of opportunities and risks. Hopefully, mooers can seize the opportunities and earn more!

👏To learn more information and viewpoints, please follow the accounts of various analysts, and they will continue to bring the latest sharing to mooers!

@陸秉鈞 Alan Luk Futu、@珍珠君、@聰明錢 Andy、@Futu Tan Zhile Arnold、@Brian Sir

More articles on the 2025 outlook are available on this topic! Welcome to participate, interact, and discuss together~👇

Click to enter the topic>>【2025 Outlook】Deploy early! Where are the investment opportunities?

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*Target audience: Limited to invited existing users who are over 18 years old, registered in the Hong Kong region with the Futu app but have not yet opened a securities account.

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