Subtle Signals in a Sunny Summer, Seizing New Momentum | How to Play the Second Half of 2026 Well?
Agenda:
· Equities: Stay Balanced and Disciplined, Pursue Steady Progress
Min Liangchao, Head of Equity Research and Fund Manager, HSBC Jintrust Fund
· Technology: The AI Industry Is Still in Its Early Stages, with Vast Growth Potential Ahead
Chen Ping, Fund Manager, HSBC Jintrust Fund
· Cyclicals: Anticipating a Return of Cyclical Strength
Zheng Xiaobing, Fund Manager, HSBC Jintrust Fund
· Hong Kong Equities: Refocusing on Growth Amid Easing Geopolitical Tensions
Xu Tingquan, Deputy Head of Overseas Equity Investments and Fund Manager, HSBC Jintrust Fund
· Healthcare: Bullish on the Scope and Certainty of Upcoming Recovery
Li Bokang, Fund Manager, HSBC Jintrust Fund
· Consumer: Accumulating Strength at Low Levels—Opportunities in Consumer Sectors
Fei Xinhuan, Fund Manager, HSBC Jintrust Fund
· Mid-Year 2026 Global Investment Outlook
Cai Yaojun, Macro and Investment Strategist, HSBC Asset Management
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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