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Cathay Pacific Haitong released a research report saying that the geopolitical situation in the Middle East has changed repeatedly, and the truth is uncertain, but the overall context is still interpreted as a scenario of declining risk at the end. Currently, the market may still be disturbed by corporate performance verification, AI industry returns, and geopolitical factors. Short-term fluctuations are difficult to completely subside, but the market's sensitivity to negative information is expected to decline marginally. The bank proposed overallocating A shares, H shares and US shares.

Zhitongcaijing·07/27/2026 23:17:05
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Cathay Pacific Haitong released a research report saying that the geopolitical situation in the Middle East has changed repeatedly, and the truth is uncertain, but the overall context is still interpreted as a scenario of declining risk at the end. Currently, the market may still be disturbed by corporate performance verification, AI industry returns, and geopolitical factors. Short-term fluctuations are difficult to completely subside, but the market's sensitivity to negative information is expected to decline marginally. The bank proposed overallocating A shares, H shares and US shares.