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<Research>BOCOMI: AI/ Dotcoms Still Liked; Focus on Power Utilities, Telecoms, CN Banks, Others w/ Stable Cash Flow & Attractive Div.
Recommend 46 Positive 67 Negative 29 |
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After the introduction of the “reciprocal tariffs” by US President Donald Trump early last month, China took various measures to maintain the stability of the capital market, BOCOMI released a research report saying. As a result of Trump's new round of “reciprocal tariffs” in early-April, Asia-Pacific markets generally experienced a sharp correction, while Hong Kong stocks followed the adjustment of major global stock indices. However, after the adjustment, Hong Kong stocks have been resilient, mainly due to various supportive factors. BOCOMI recommended a balanced allocation of “high elasticity + high dividend” to cope with the uncertainties, and continued to be optimistic about the AI and dotcom sectors of the Hong Kong stock market. AI infrastructure providers, cloud computing service providers and AI application-related targets are welcoming a window of valuation restructuring. Investors are also recommended to focus on the deployment of leading enterprises with technology accumulation and commercialization capabilities. The broker suggested investors to continue to take high-dividend sectors as defensive core holding, and focus on power utilities, telecoms, banks and other sectors with stable cash flow and attractive dividend yield. BOCOMI's May stock recommendations include Qifu Technology (QFIN.US), LINK REIT (00823.HK), WILL(603501.SH), BABA-W (09988.HK), TENCENT (00700.HK), XPENG-W (09868.HK), AKESO (09926.HK) and ENN ENERGY (02688.HK). AAStocks Financial News |
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