Recently, Liu Gang, chief Hong Kong stock and overseas strategy analyst at CICC, said that investors' investment behavior in 2026 should shift to a “balanced allocation”, embrace growth directions such as AI hardware, and maintain hedging with high-dividend assets. He believes that the liquidity of the Hong Kong stock market is affected both at home and abroad, and southbound capital may be divided in 2026. He recommended that individual investors balance allocations, adjust ratios flexibly, and focus on high-dividend, AI and strong cycle sectors of Hong Kong stocks.

Recently, Liu Gang, chief Hong Kong stock and overseas strategy analyst at CICC, said that investors' investment behavior in 2026 should shift to a “balanced allocation”, embrace growth directions such as AI hardware, and maintain hedging with high-dividend assets. He believes that the liquidity of the Hong Kong stock market is affected both at home and abroad, and southbound capital may be divided in 2026. He recommended that individual investors balance allocations, adjust ratios flexibly, and focus on high-dividend, AI and strong cycle sectors of Hong Kong stocks.